5+ years of experience in enterprise software or data solutions sales.
Proven track record in managing the full sales cycle from prospecting to closing.
Strong understanding of the alternative investment industry and its data challenges.
Excellent communication skills for articulating business value to stakeholders.
Familiarity with AI-enabled sales tools and CRM systems.
Responsibilities
Own the sales process for Data Solutions from prospecting to closing.
Identify new business opportunities in the alternative investment sector.
Develop compelling business-value propositions for customers.
Manage sales activities and drive opportunities to closure.
Maintain accurate CRM records and revenue forecasts for opportunities.
Build relationships with key customer decision-makers and stakeholders.
Collaborate with technical teams for product demonstrations and validations.
Benefits
Health coverage options and voluntary benefits.
Access to thousands of courses through an Enterprise Udemy membership.
401K with company match up to 4% or employee pension plan.
Flexible PTO policy.
Charitable donation matching and volunteer PTO.
Engaging team-building activities in a collaborative work environment.
Full Job Description
Job Summary
The Account Executive - Data is responsible for generating revenue through the sale of Allvue's Data Solutions to buyers in the alternative investment industry. The role develops assigned business opportunities and manages the commercial sales cycle from prospecting and qualification through value positioning, proposal, negotiation, and closing. The Account Executive owns commercial relationships, pipeline accuracy, and revenue forecasting for assigned opportunities.
Responsibilities
Sales Execution and Revenue Growth
Own assigned Data Solutions sales opportunities from prospecting and qualification through proposal, negotiation, and close.
Identify and develop new business and expansion opportunities with buyers in the alternative investment industry through targeted outreach, account planning, and engagement with prospective and existing customers.
Build and communicate business-value propositions aligned to customer priorities and desired outcomes.
Develop and execute opportunity plans, manage key sales activities, and drive opportunities toward successful closure.
Lead commercial discussions, pricing and proposal coordination, and contract negotiations within established approval processes.
Pipeline, Forecasting and Account Strategy
Maintain accurate CRM records, opportunity stages, next steps, and revenue forecasts for owned opportunities.
Prepare and communicate account plans, territory priorities, and opportunity reviews as required.
Assess customer buying processes, decision criteria, competitive dynamics, and commercial risks to inform sales strategy.
Customer Relationship and Cross-Functional Sales Coordination
Build and maintain relationships with customer decision-makers, executive sponsors, and other stakeholders involved in purchasing decisions.
Lead business-oriented discovery to understand customer priorities, commercial requirements, purchasing timelines, and success criteria.
Coordinate with Solutions Consulting and designated technical specialists when demonstrations, technical discovery, workshops, proof-of-concept activities, or product validation are needed; technical teams own delivery of these activities.
Serve as the primary commercial point of contact for assigned opportunities and coordinate timely follow-up across internal teams.
Partner with Account Executives and Account Managers to identify cross-sell and expansion opportunities while maintaining clear commercial ownership for assigned deals.
Product and Market Knowledge
Maintain strong knowledge of Allvue Data Solutions, including key capabilities, business applications, and value propositions, to effectively position solutions to prospective customers.
Monitor customer priorities, market trends, and competitive positioning to inform prospecting and sales conversations.
Share customer feedback, objections, and market insights with Product, Solutions Consulting, and commercial leadership.
Collaborate on sales messaging and customer-facing commercial materials; technical specialists own demonstration content and technical accuracy.
Requirements
Demonstrated success in consultative enterprise software sales, including pipeline development, opportunity management, negotiation, and closing.
Ability to manage the end-to-end commercial sales process and multiple opportunities simultaneously.
Strong understanding of customer buying processes and ability to communicate business value to executive and business stakeholders.
Strong commercial judgment, relationship management, presentation, and written communication skills.
Understanding of data-driven business processes and enterprise data solutions sufficient for commercial positioning and effective collaboration with technical specialists.
Understanding of the alternative investment industry, including customer business needs, buying processes, and data challenges.
Technical & System Proficiency
Working knowledge of enterprise data solutions and their business applications, with the ability to articulate customer value and collaborate effectively with technical specialists.
Familiarity with CRM systems, sales pipeline management, and customer presentation tools.
Proficiency in Microsoft Office, particularly Excel and PowerPoint.
Ability to leverage AI-powered tools responsibly for account research, customer insights, presentation preparation, and sales productivity.
AI Skills and Experience
Experience using AI-enabled CRM, sales intelligence, or sales productivity platforms.
Ability to articulate the business value of AI-enabled data solutions to prospective customers, where applicable to the product portfolio.
Experience
Minimum of 5 years of experience selling complex enterprise software or data solutions, or an equivalent combination of education and relevant experience.
Experience in financial technology, investment management software, or enterprise data solutions preferred.
Demonstrated success managing the full sales cycle, including prospecting, opportunity development, commercial negotiations, and closing business.
Language Skills
Excellent written and verbal communication skills in English.
Ability to clearly communicate the business value of Allvue Data Solutions to customer executives, business stakeholders, and decision-makers.
Education/Certifications
Bachelor's degree in Business, Finance, Information Systems, Technology, or a related field preferred.
What We Offer
Health Coverage options along with other voluntary benefits
Enterprise Udemy membership with access to thousands of personal and professional development courses
401K with Company match up to 4% or Employee Pension plan
Competitive pay and year-end bonus potential
Flexible PTO
Charitable Donation matching, along with Volunteer and Voting PTO
Numerous team building activities to promote collaboration in a fun and fast-paced work environment
