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Sales Executive – Wealth Management Software

Account ExecutiveSalesFull TimeRemoteTeam 10,001+Since 1998H1B SponsorCompany Site LinkedIn

Location

Illinois

Posted

28 days ago

Salary

$80K - $100K / year

Bachelor Degree4 yrs expEnglishCloud

Job Description

• Serve as a domain expert, thoroughly understanding the business needs of financial professionals and clearly demonstrating how the Zephyr Platform, PSN data, and Zephyr API solve client challenges and create value. • Maintain in-depth knowledge of Zephyr’s portfolio analysis tools, performance reporting features, and cloud-based technology, including how they support financial decision-making and client relationship management. • Develop and expand the sales pipeline through proactive prospecting, outreach, and leveraging existing industry contacts within the financial services sector. • Adhere to Zephyr’s structured sales process, including following set timelines, collaborating with internal stakeholders, and maintaining detailed records of all client interactions in Salesforce. • Create and implement strategic sales plans aimed at engaging non-client prospects, with a focus on connecting with senior executive decision-makers within the financial advisory and wealth management industries. • Design and execute a comprehensive sales strategy, collaborating with teams across business disciplines, including marketing and product management, to maximize sales effectiveness and revenue generation. • Consistently meet assigned sales targets for profitable revenue growth. • Maintain and manage a robust sales pipeline in Salesforce to ensure accurate forecasting within a margin of +/- 20%. • Collaborate closely with Product Management and Senior Business Management to deliver competitive, tailored solutions that meet the evolving needs of financial professionals.

Job Requirements

Minimum of 4 years of experience in sales, with a proven track record of new business results and consistent achievement and exceeding of significant sales goals
Extensive experience in direct sales to the investment or financial services industry, particularly in SaaS solutions, data feeds, and APIs
Demonstrated expertise in selling financial technology solutions, including Fintech platforms, to diverse client bases such as financial advisors, asset managers, and institutional investors
Proven ability to design and execute strategic sales plans targeting senior executive decision-makers
Experience working effectively both collaboratively in team environments and independently with minimal supervision
Proficiency with Microsoft Office Suite, including Outlook, Teams, Word, and Excel, along with CRM systems such as Salesforce
BS/BA from an accredited college or university; advanced degree preferred.

Benefits

Great community : a welcoming culture with in-person and online social events, our fantastic Walk the World charity day and active colleague groups and networks promoting a positive, supportive, and collaborative work environment
Broader impact : take up to four days per year to volunteer, with charity match funding available too
Career opportunity : the opportunity to develop your career with bespoke training and learning, mentoring platforms and on-demand access to thousands of courses on LinkedIn Learning. When it’s time for the next step, we encourage and support internal job moves
Time out : 15 days PTO rising to 20 after three years and 25 after six years, plus 10 national holidays, a birthday leave day and the chance to work from (almost!) anywhere for up to four weeks a year
Competitive benefits, including a 401k match, health, vision and dental insurance, parental leave and an ESPP offering company shares at a minimum 15% discount
Strong wellbeing support through EAP assistance, mental health first aiders, free access to a wellness app and more
Recognition for great work, with global awards and kudos programs
As an international company, the chance to collaborate with teams around the world