Account Executive

Verrus • Full-time • Remote (Greater Pittsburgh Region, US) • 2w ago

Shaping the future of cloud financial management, our client seeks to become the global standard for financial confidence, offering insights, automation and collaboration. They seek a proven sales specialist to further drive market share and brand recognition across the US.

Family Office SaaS

Remote, US

The Position:

Reporting to the CEO & Growth team directly, the appointed Account Executive will assume responsibility for:

Identifying and engaging with potential clients to understand their needs and challenges
Effectively communicating the value proposition of the platform to prospective clients
Conducting product demonstrations and presentations to demonstrate the capabilities and benefits of the platform
Developing and maintaining a robust sales pipeline - managing leads from initial contact through to closing
Collaborating with the marketing & product teams to ensure alignment and optimisation of the sales process
Achieving and exceeding sales targets & performance metrics
Shaping the development of the platform, providing feedback to the product team based on client interactions

The Candidate:

Applicants will be expected to demonstrate:

3-5 years working within the financial technology industry
A strong understanding of financial operations and challenges faced by multi-entity businesses
Ability to build & maintain relationships with a diverse range of clients
Strong communication, presentation and interpersonal skills
A passion for technology and a deep desire to help businesses succeed

The Company:

Through the use of an intuitive, enterprise-grade software alongside expertise, our client's mission is to empower family offices to achieve financial excellence by simplifying complex wealth management, accounting, foster transparency alongside ensuring strict data security.

They are dedicated to continuous innovation and providing unwavering support for their clients' wealth preservation & growth.