Account Executive

Posted 15 Days Ago
Be an Early Applicant
New York, NY
In-Office
80K-88K Annually
Junior
Fintech • Software • Financial Services
The Role
The Account Executive will develop client relationships, identify sales opportunities in the asset management sector, and collaborate with internal teams to enhance client success.
Summary Generated by Built In

Position: Full-time

Salary range: $80,000 - 87,500 per year

Commission: Uncapped, quarterly

Working pattern: Hybrid (three days a week in our office)


About Foliometrics:
Foliometrics is a premier CRM solution designed specifically for the asset management industry, trusted by Investor Relations professionals within the alternatives space. Our platform empowers teams to enhance their client relationships, streamline operations, and make data-driven decisions. As we expand into the untapped U.S. market, we are seeking a motivated and skilled Account Executive to join our dynamic team.

If you’re ready to make a significant impact in the CRM space and help shape the future of Foliometrics in the U.S. market, we want to hear from you! Apply today to be part of our journey.

Responsibilities:

Sales Development: Identify and engage prospective clients within the asset management and alternatives space. Utilize a consultative approach to understand their needs and present tailored solutions.
Relationship Building: Foster strong relationships with clients and industry professionals, acting as a trusted advisor to guide them in maximizing the value of our CRM.
Market Insight: Stay informed about industry trends, competitor offerings, and client needs to effectively position Foliometrics in the market.
Collaboration: Work closely with marketing, product, and customer success teams to align strategies and ensure seamless customer experiences.
Performance Tracking: Maintain accurate records of sales activities, forecast opportunities, and track performance against targets using our CRM system.
Continuous Improvement: Engage in ongoing learning and skill development to enhance personal performance and contribute to team success.


Requirements
  • Minimum of 1 year of experience in CRM sales, preferably selling related solutions in the financial services or asset management industry.
  • Demonstrated success in meeting or exceeding sales targets and driving revenue growth.
  • Exceptional communication and relationship-building skills, with a knack for engaging stakeholders at all levels.
  • Ability to thrive in a fast-paced environment, adapting strategies as needed to meet evolving client needs and market conditions.
  • Willingness to collaborate with colleagues across departments, sharing insights and supporting collective goals.
  • Self-motivated and driven, with a passion for helping clients succeed and a desire to contribute positively to the team culture.

Benefits
  • 24 days PTO and bank holidays
  • Uncapped commission
  • Enhanced parental leave
  • Wellness days and incentives
  • Matched 401k
  • Health and dental plans
  • Birthday day off
  • Employee assistance program
  • Travel loan scheme
  • Charity days
  • Breakfast provided in the office
  • Social events throughout the year

Top Skills

Crm Systems
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The Company
HQ: London
661 Employees
Year Founded: 1998

What We Do

With Intelligence provides the insight-enriched, exclusive data you need to power smarter asset raising, capital allocation and deal origination.

We have been at the heart of the alternatives and private markets since 1998 and have an unparalleled network. Our data is unique, ahead-of-the-market and sourced directly from allocators and fund managers. It’s enriched with expert intelligence and actionable, forward-looking insights. And it gives you the breadth and depth on your markets, from big market trends and competitor activity, to the detail on specific companies, funds
and investors. It’s designed to give you a critical advantage. And it’s only available here.

Get the advantage in alternatives, With Intelligence

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