Account Executive, FinServ

Our people are core to our success. That’s why we put them first in everything we do. We practice transparency. We encourage collaboration. We prioritize inclusion. And as our business grows, we want our people to grow, too. That’s why we offer constant

opportunities to learn and improve, to achieve and advance

Reporting to the VP of Sales, Financial Services, the Senior Account Executive is a self-driven, results-oriented, sales professional with a positive outlook able to carry out professional sales activities to secure sales of our suite of products. Our clients are some of the most influential Investment Banks, Financial Institutions, and insurance companies in the world.

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If you have excellent Sales skills, strong research and communication skills and are great at networking, we would like to talk. Five to ten years of “hunting” Sales experience selling software is a must; experience selling feeds and data is a plus. If you are an experienced B2B Enterprise Sales Solutions with experience selling into the Investment Banks, Financial Institutions, and insurance companies in EMEA and APAC we would like to talk to you.

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Principle Responsibilities:

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• Identify and prioritise industry sector opportunities and sell into identified sectors
• Secure demonstrations to senior decision makers within an organisation
• Respond to and follow up sales enquiries in a timely manner
• Close deals and see the process through to invoicing of contract value
• Achieving monthly sales targets on a cumulative basis
• Monitor and report on activities and provide relevant management information
• Liaise and attend meetings with other company functions necessary to perform duties and aid business and organisational development
• Attend training and to develop relevant knowledge and skills

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Qualifications and Experience:

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• Experience working with and selling into Investment Banks, Financial Institutions, and Insurance Companies or PE/Hedge Fund owners/managers and also CTO’s, is a strong plus
• Experience with SaaS and fintech products a strong plus
• Understand the complex nature of CRM systems, the challenges surrounding their implementation and the integration of 3rd party data and software
• Ability to interact from C-Suite to Associate level required
• Very high presentation skills and exceptional face-to-face communication skills
• Computer literate with knowledge of CRM systems
• Hard working with a positive attitude, strong work ethic, ability to work under pressure and independently
• Have experience generating opportunities from cold call to close
• Self-motivated and able to prove this based on previous performance
• Effective collaborative, consultative sales skills to connect the needs of our clients with our capabilities
• Motivated by the desire to constantly learn in a changing environment and actively contribute to a dynamic team structure
• A natural forward planner who critically assesses own performance.
• Excels at networking, setting up meetings and closing deals

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About Altrata

Altrata is a global leader in people intelligence. It includes more than 100 million profiles on wealthy individuals around the world and more than 12 million profiles on senior decision makers, board members and c-suite leaders. Altrata provides intelligence on the people who are most impactful to our clients’ success.

Advanced integration solutions allow deeper insights and access to billions of connections helping clients close more deals, manage risk, and identify up and coming talent quickly. Our data is actionable, accurate, and comprehensive. Powered by a global team of more than 400 researchers who are committed to maintaining millions of profiles and changing data points, so you can effectively engage and make meaningful, lasting connections.

Altrata™ is comprised of five distinct offerings: BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X. 

Altrata is actively committed to promoting, fostering, and nurturing a diverse and inclusive environment, and all applicants will receive equal consideration regardless of race, sex, religion, color, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We recognize that these types of statements appear often in job descriptions. At Altrata, we really and truly mean it.