Account Executive

Advent Software   •  

New York, NY

Industry: Technology


5 - 7 years

Posted 38 days ago


Salentica is seeking a highly energetic, talented and competitive Account Executive to help support the sales of Salentica’s innovative CRM solutions to wealth management and asset management firms.  The successful candidate will possess a strong work ethic, a passion for financial technology, and play a fundamental role in achieving our ambitious customer acquisition and growth objectives. You must be comfortable working withchannel partners, generating interest as well as driving evaluations to close.


  • Exceed activity, pipeline, and revenue targets. 
  • Utilize a solution approach to selling and creating value for customers. 
  • Identify and close smaller opportunities while managing longer, more complex sales cycles as well.
  • Track all customer details including use case, purchase timeframes, next steps, and forecasting in
  • Help ensure 100% satisfaction among all customers. 
  • Prioritize opportunities and applying appropriate resources.
  • Assist the sales team with all sales duties including responding to and generating emails and phone calls with prospective clients.  Assist with qualifying wealth manager leads from marketing initiatives, managing a high volume of outbound and inbound phone calls.
  • Source new sales opportunities.
  • Understand and Qualify prospective customer goals and functional requirements.
  • Research accounts, identify key players and generate interest.



  •  Ability to work in a team selling environment with a group of experienced field AEs.
  •  Comfortable calling and emailing executives at senior levels. 
  •  Understanding prospective customer needs and effectively communicating how Salentica will meet them.
  •  Matching use cases to the right Salentica service offering.
  •  Providing Salentica platform demos via GoToMeeting.
  •  Documenting various qualification details including budget, authority, need and timeline in
  •  Strong work ethic, with high energy.
  •  Intelligent, motivated, competitive and strong communication skills.
  •  Ability to prioritize and manage multiple activities – highly organized and detail oriented.
  •  Proficiency with Powerpoint, GoToMeeting, and
  •  Financial technology industry experience a plus.
  •  Proven inside sales experience with a history of over-achieving quota a plus.
  •  At least 5 years of professional experiencerequired and experience in Sales or High Tech a plus.
  •  BA/BS degreerequired.