Account Executive, Equity Management

insightsoftware$124K — $156K *
US-AnywhereRemote in United States
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, sales, marketing, or related field or equivalent experience
  • 3+ years of software sales experience, preferably in Equity Management
  • Proven track record of over-achieving quota with complex enterprise sales cycles
  • Experience managing and closing complex B2B sales
  • Hunter mentality with ability to thrive in a fast-paced environment
  • Disciplined approach to planning, goal setting, and execution

Responsibilities

  • Develop and execute sales plans to exceed goals through prospecting and closing sales opportunities
  • Manage sales pipeline to surpass monthly and annual quotas
  • Partner with industry influencers to generate referral opportunities
  • Utilize consultative sales techniques to identify customer needs
  • Stay knowledgeable about company products and target industries
  • Communicate effectively with management, customers, and technical stakeholders
  • Demonstrate a winning mentality by actively closing deals and acquiring new clients

Benefits

  • Remote work opportunity
  • Supportive leadership from Vice President of Equity Management
  • High-performance culture encouraging accountability and integrity
  • Focus on professional growth and development
  • Collaborative environment engaging with diverse teams and stakeholders
Full Job Description
Job Description:

Direct Sales AE, Public and Private Markets

insightsoftware is looking for a Direct Sales Account Executive, Public and Private Markets to join our Equity Management team. You will be remote and report into the Vice President, Equity Management.
  • Develop sales plans and exceed sales goals through prospecting, qualifying, managing, and closing sales opportunities
  • Develop and execute territory sales plans focused on new logo pre-IPO, emerging growth, and small- to mid-cap public company prospects
  • Develop and manage sales pipeline to exceed monthly, quarterly, and annual revenue quotas
  • Uncover and partner with centers of influence in the equity management industry to drive referral pipeline opportunities through appropriate partners.
  • Use a consultative approach to diagnose our customer's needs with structured sales methodologies such as MEDDIC, MEDDPICC, Challenger, SPIN, or equivalent.
  • Remain knowledgeable of company products and target industries to facilitate sales efforts
  • You have excellent communication with management, customers, and support staff and are comfortable engaging with executives, product, engineering, data, analytics, and technical stakeholders
  • WINNING MENTALITY - self-motivated to close deals, acquire new client logos, take care of current clients, and lead the sales scoreboard

Qualifications
  • Bachelor's degree in business, sales, marketing or a related field or equivalent experience
  • 3+ years of software sales experience required; Equity Management industry experience preferred
  • Proven track record of over-achieving quota year-over-year by managing and closing complex enterprise sales cycles involving multiple stakeholders
  • Experience managing and closing complex B2B sales-cycles
  • Hunter mentality w/ ability to thrive fast-paced environment with a high level of motivation, urgency, and ability to learn quickly
  • A disciplined approach to daily activity planning, setting goals, and achieving results
  • High accountability mindset with a disciplined approach to activity planning, pipeline management, forecasting, goal setting, and execution

Who Thrives Here

The best performers in this role are relentless prospectors who do not wait for pipeline to come to them. They prepare thoroughly, understand that buying decisions are made around business outcomes rather than product features, and can confidently engage both executive and technical audiences. They operate with urgency, clarity, accountability, and integrity - and they genuinely love winning.

The salary range in United States of America for this position is 124,000.00 to 156,000.00 USD Annual.

For sales roles, this range includes the commission target. For non-sales roles, this is a base salary only range; additional bonus eligibility may apply.

Your specific offer within this range will be determined by your skills, experience, and qualifications.

We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.

Additional Information

Learn more about our high-energy, high-performance global team: Work With Us

insightsoftware About Us: Hear From Our Team

About insightsoftware

insightsoftware is a leading provider of financial reporting and enterprise performance management software. The company was founded in 2018 and is headquartered in Raleigh, North Carolina. insightsoftware's software solutions help businesses of all sizes improve their financial reporting and analysis capabilities. The company has over 500 employees and serves clients across the United States and internationally.
Learn more about insightsoftware
Size
500 employees
Industry
Net Income
-$10 million
Founded
2018
5 Year Trend
+50%
Revenue
$100 million

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