Remote Sales Executive

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

May 14, 2025 - 20:16

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