Senior Account Executive

InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

We are looking for an Enterprise Account Executive who is ready to make their mark. Collaborate with teammates who have the same high expectations of each other and themselves. Join our forward-thinking team, play a pivotal role in driving growth, and seize the opportunity to shape the future of global finance. We are looking for sales folks who thrive on driving growth and building strong client relationships, and collaborating with teammates who have the same high expectations of each other and themselves. We are a forward-thinking team, and are looking for AEs to play a pivotal role in driving growth, and shaping the future of global finance! 

You Will:

• Draw upon your deep understanding of InvestorFlow’s solutions to effectively communicate value to potential clients. 
• Exhibit a robust grasp of the private equity, venture capital, and wealth asset management landscape, identifying industry challenges, trends, and pain points. 
• Collaborate closely with our Sales Engineers to utilize substantive discovery methodologies, ensuring a thorough understanding of customer needs and challenges. 
• Tailor your approach to reveal actionable intelligence and develop solutions that align with client objectives. 
• Maintain deep understanding of the Accounts you’re responsible for, and the top 25 accounts of the highest strategic relevance 
• Employ a consultative sales approach, building rapport, trust, and credibility with potential clients through authentic interactions. 
• Lead the full sales cycle from prospecting and qualification to negotiation and successful closure, consistently exceeding revenue targets. 
• Foster and maintain strong relationships based on earned trust with key decision-makers, understanding their unique business goals and aligning our solutions to meet those objectives, and establishing instances of Customer Success 
• Skillfully navigate complex sales cycles, adeptly addressing objections and positioning our solutions as indispensable assets. 
• Collaborate with cross-functional teams, including Sales Engineers and Services, to develop effective strategies and align resources for successful client engagement. 
• Stay abreast of industry trends and developments, continuously enhancing your expertise to provide clients with valuable insights. 

You Have:

• 8+ years of success as an Account Executive, consistently exceeding revenue targets. 
• Strong grasp of the private equity, venture capital, and wealth asset management sectors. 
• Exceptional communication skills, with the ability to convey technical information to diverse audiences. 
• Proficiency in CRM tools and sales enablement software. 
• Solution-oriented mindset, capable of tailoring product value to client needs. 
• Excellent negotiation, problem-solving, and objection-handling skills. 
• Self-motivated, proactive, and adept at both independent and collaborative work. 
• Proven ability to cultivate and sustain robust client relationships. 
• Bachelor's degree in a relevant field (e.g., Business, Marketing, Finance). 
• Residence and the right to work in the United Kingdom. 

InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in Menlo Park, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.