Sales Executive

Posted Yesterday
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Colorado Springs, CO, USA
In-Office
120K-140K Annually
Senior level
Software
The Role
Generate new business by prospecting targeted institutions, building relationships with decision-makers, conducting discovery, delivering tailored demonstrations, and closing complex enterprise software sales. Manage pipelines and forecasts, collaborate with Marketing, Account Executives, and Client Services, support client onboarding, attend industry events, and provide market intelligence. The role requires consultative selling expertise, strong communication skills, financial markets knowledge, and willingness to travel.
Summary Generated by Built In

Who We Are 

 

Investortools has been leading and innovating for over four decades in the fixed-income technology space. Our software supports over $1 trillion in assets and is trusted by most of the nation’s largest financial institutions. We’re driven by creative problem-solving, excellent service, and a culture of collaboration grounded in strong values. 

 

What you’ll Do 

 

As a Sales Executive, you’ll report to the Head of Sales and be responsible for generating new business growth by identifying leads, developing relationships with prospective clients, and guiding them through complex consultative sales processes. You'll work closely with Account Executives and other internal teams to demonstrate the value of Investortools solutions and generate new sources of revenue. 

 

Success in this role requires a proactive approach to prospecting, relationship building, and strategic selling. While your primary focus will be acquiring new clients, you'll also serve as a trusted advisor throughout the sales process and help ensure a smooth transition for long-term client success. 

 

Responsibilities 

 

  • Identify, develop, and close new business opportunities within targeted industry institutions. 
  • Build and maintain relationships with key decisionmakers, influencers, and stakeholders throughout the sales cycle. 
  • Navigate complex sales processes involving multiple stakeholders and long sales cycles. 
  • Conduct discovery conversations to understand client business objectives, challenges, and workflows. 
  • Deliver compelling and tailored product demonstrations and presentations. 
  • Collaborate with Marketing, Account Executives, and Client Services to create effective sales strategies to close business and ensure successful client onboarding. 
  • Maintain an active pipeline of opportunities and accurately forecast sales activity. 
  • Represent Investortools at industry conferences, events, and client meetings. 
  • Provide market intelligence and client feedback to inform business strategy. 

 

What We’re Looking For 

 

  • 5+ years of experience in B2B sales, business development, or enterprise software sales. 
  • Demonstrated success in generating and closing new business opportunities. 
  • Strong communication, presentation, and relationship-building skills. 
  • Ability to manage complex sales cycles and engage with senior-level decisionmakers. 
  • Self-motivated with a consultative sales approach and a passion for solving client challenges. 
  • Knowledge of financial markets, especially fixed income or fintech (preferred). 
  • Willing to travel as needed. 
  • Bachelor’s degree is required. 
  • Eligible to work in the U.S. without visa sponsorship. 

 

Compensation 

We offer a base salary range of $120k -$140k with bonus eligibility based on individual and company performance.  In addition to competitive compensation, Investortools offers a generous array of benefits including paid time off, 401(k) with immediate vested match, comprehensive health coverage, sabbatical program, and many more employee-centric benefits (including free daily lunch in the office). 

 

Why Investortools? 

 

At Investortools, you will have the opportunity to partner with some of the largest and most respected financial firms in the world. You will work primarily with professionals in investment management, such as portfolio managers, credit analysts, and traders, to deliver solutions that have an impact. 

 

We are a family-owned company built on Christian principles that takes a long-term perspective in service to our clients. We value a healthy work life balance and foster a culture of mutual respect, high ethical standards, and true collaboration. 

 

Interested? 

At Investortools, your contributions truly matter. The work is challenging, engaging, and meaningful. Apply now and let’s talk about what we can accomplish together.

Skills Required

  • 5+ years of experience in B2B sales, business development, or enterprise software sales
  • Demonstrated success generating and closing new business opportunities
  • Strong communication, presentation, and relationship-building skills
  • Ability to manage complex sales cycles and engage senior-level decision-makers
  • Self-motivated with a consultative sales approach and passion for solving client challenges
  • Knowledge of financial markets, especially fixed income or fintech
  • Willingness to travel as needed
  • Bachelor's degree
  • Eligible to work in the U.S. without visa sponsorship
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The Company
HQ: Colorado Springs, Colorado
96 Employees
Year Founded: 1983

What We Do

For over four decades, Investortools has been a leading SaaS provider of fixed-income solutions that are regarded by the industry as a prerequisite for investment management. Its comprehensive suite of products address portfolio, order, and execution management, performance analytics, 2a-7 compliance, and credit analysis. Trusted by over 200 firms managing more than $1 trillion in assets, Investortools supports SMA managers, fund managers, broker-dealers, and other market participants. Learn more about Investortools' commitment to innovation at www.investortools.com.

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