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Enterprise Account Executive

Location: Remote
Compensation: Salary
Reviewed: Fri, Aug 28, 2026
This job expires in: 25 days

Job Summary

Driving new business acquisition and expanding revenue within assigned accounts, the full-time remote Enterprise Account Executive will focus on identifying and winning strategic new-logo opportunities while collaborating with cross-functional teams to promote InvestCloud's enterprise solutions across the financial services sector.

Key responsibilities
  • Develop and execute prospect strategies and sales plans to achieve revenue goals
  • Drive net-new business acquisition through outbound prospecting and targeted cross-sell and up-sell opportunities
  • Build and manage a predictable pipeline through self-sourced lead generation and disciplined reporting
Required qualifications
  • 8-15 years of solution-selling experience within financial technology or adjacent SaaS environments
  • Demonstrated success selling six- and seven-figure enterprise deals to financial institutions
  • Strong pipeline generation skills with experience in developing new prospective-client opportunities
  • Proven ability to establish and grow executive- and C-level relationships
  • Deep understanding of the financial services industry and wealth technology landscape

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