Account Executive

Posted 8 Days Ago
Be an Early Applicant
London, Greater London, England
In-Office
Junior
Fintech • Software • Financial Services
The Role
The Account Executive role involves identifying clients in the asset management industry, building relationships, tracking performance, and collaborating with teams to drive CRM sales.
Summary Generated by Built In

Position: Full-time

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
  • Excellent commission structure
  • 24 days annual leave rising to 29 days
  • Enhanced parental leave
  • Medicash (Health Cash Plans)
  • Wellness Days
  • Flexible Fridays (Opportunity to finish early)
  • Birthday day off
  • Employee assistance programme
  • Travel loan scheme
  • Charity days
  • Breakfast provided
  • Social events throughout the year
  • Hybrid Working

Our Company:

With Intelligence is based at One London Wall, London EC2Y 5EA. We offer amazing benefits, free breakfast daily and drinks provided all day, every day. We actively encourage social networks that oversee activities from sports, book reading to rock climbing, that you are free to join.

As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our position in the market we need to continue to hire highly motivated, thoughtful and to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services. If you are interested so far in what you have read, please apply, we look forward to hearing from you.

We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.

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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