Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale. Helping Asset Managers open new lanes of distribution.
About the role
iCapital is looking to hire an Analyst Account Executive who will work on the front lines of iCapital’s growth. As a foundational member of the Sales team, this individual will be responsible for turning qualified opportunities into the new customers that fuel our expansion. This role is central to how the firm grows and is an opportunity for an ambitious seller to build their career on a team designed for a new era of scale.
What they're looking for
- 1-3 years of full-cycle B2B closing experience, preferably in a SaaS or FinTech environment
- Track record of consistently meeting or exceeding an annual quota of $500k+
- Experience or a strong desire to work within a structured sales process (i.e. using methodologies like BANT or MEDDIC)
- A strategic and execution-oriented mindset, with a track record of translating ideas into scalable business solutions
- Data-driven, process-oriented, and able to view metrics and CRM as essential tools for success
- Values clarity, accountability, and a collaborative, results-oriented culture
More about this role
iCapital is looking to hire an Analyst Account Executive who will work on the front lines of iCapital’s growth. As a foundational member of the Sales team, this individual will be responsible for turning qualified opportunities into the new customers that fuel our expansion. This role is central to how the firm grows and is an opportunity for an ambitious seller to build their career on a team designed for a new era of scale. This role will report to the Head of Sales and will be responsible for managing relationships with alternative asset managers with total firm.
- Run a full-cycle sales process to turn qualified opportunities into new Passthrough customers.
- Consistently meet or exceed an annual revenue quota of $1.15M.
- Become an expert on the private funds landscape and the challenges our clients face, and effectively articulate our value proposition to key stakeholders such as GPs, Fund Admins, COOs, Investor Relations.
- Maintain a disciplined and value-oriented sales process to achieve a high close rate on qualified opportunities.
- Keep meticulous records of all activities in the CRM to ensure predictable and accurate forecasting.
- Collaborate with Marketing...
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