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Key Requirements

• Develop a deep understanding of the InvestCloud consultative and solution selling process.
• Positioning the Company’s offering in the target markets
• Self-generate sale pipeline to win new business and develop existing accounts as well as work with partners and internal business development resources on lead generation
• Managing identified opportunities from initial engagement through to contract closure
• Leading meetings with decision makers including C-Levels and growing a thorough understanding of their strategy while at the same time educating them on how SaaS digital technologies can differentiate their businesses
• Lead the preparation of proposals that expertly articulate the InvestCloud value proposition and how it supports the prospect’s strategic objectives
• Accurately forecast new business
• Any further duties that may be requested by the Company from time to time

Experience

• At InvestCloud personality is everything, we seek vibrant personalities people gravitate to and who inspire others about our vision for the future of digital technology in financial services
• Demonstrate a network of relationships in the Wealth, Asset Management and Securities segments
• Ability to gain access to and build trusting relationships with executive levels of an organization and interact with senior level corporate management
• Mixture of business value positioning capabilities alongside technology product value proposition and speaking to technical and non-technical executives alike
• Proven ability to exceed sales targets and manage complex transformational deals
• Operate with a sense of urgency, be competitive, and demonstrate a positive, winning attitude
• Strong solution selling skills with familiarity of sales techniques like the challenger model

About InvestCloud

InvestCloud is a global company specialising in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, Tokyo, and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.

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