Remote Sales Executive

Job Summary

A company is looking for a Sales Executive to identify and develop new opportunities within the private wealth and family office markets.

Key Responsibilities

• Identify high-potential prospective customers and manage the full sales cycle
• Develop strategies for driving product adoption and expansion within existing customers
• Utilize Salesforce to track opportunities and ensure accurate forecasting

Required Qualifications

• 6+ years of total working experience, including 3+ years in full cycle software or SaaS sales and 3+ years in wealth management
• Experience working in or selling to private wealth firms and/or family offices
• Demonstrated ability to manage annual quotas with a record of over-achievement
• Experience in building strategic territory plans to meet targets
• Ability to lead a full-cycle sales engagement from outreach to contract execution