Account Executive, Private Equity

CoreTrust Purchasing Group

$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent work experience
  • 3+ years in a B2B sales role with a track record of closing deals
  • Strong capability in developing and presenting business cases to c-suite decision makers
  • Demonstrated success in value-based selling
  • Financial acumen to interpret financial reports and legal documents
  • Expertise in stakeholder engagement for superior customer experiences
  • Ability to navigate complex situations with data-driven insights
  • Familiarity with CRM tools, specifically Salesforce

Responsibilities

  • Plan and execute a strategic agenda weekly
  • Self-generate leads through proactive communication
  • Develop a clear strategy for building a strong opportunity pipeline
  • Conduct sales appointments via teleconferencing and in-person visits
  • Achieve or surpass quarterly revenue targets and maintain regular forecasts
  • Build trust with decision-makers through effective listening and resourcefulness
  • Lead the end-to-end deal execution process, including negotiation and financial assessment
  • Ensure seamless member transitions to the Member Success team after sales
  • Engage in regular account reviews with members to assess needs

Benefits

  • Competitive compensation package
  • Free individual employee medical coverage
  • Company-subsidized dental and vision coverage
  • 401(k) match up to 6% with immediate vesting
  • Company-paid short-term and long-term disability coverage
  • Employee Assistance Program for mental health support
  • Annual stipends for educational courses and certifications
  • Complimentary snacks and beverages on-site
  • State-of-the-art work environment in downtown Nashville
  • Flexible/hybrid work culture
Full Job Description
To support our growth, we're seeking a dynamic Account Executive, Private Equity.

Reporting to the Client Executive, you will be responsible for growing contract revenue across both new and existing customers (members). You will serve as the account owner for a defined list of members and prospects across portfolio companies owned by specific Private Equity Firms.

You will be responsible for driving the sales cycle to completion before transitioning the account to the Member Success team for implementation. Building relationships with senior leaders in Procurement, IT, HR, Logistics, Travel, and Finance and other areas will be paramount to your success as you interact with new members to generate new business opportunities and up-sell to expand revenue across existing members.
Responsibilities
  • Plan and execute a daily/weekly agenda
  • Self-generate opportunities via outbound communication (phone, email, etc.)
  • Develop and document strategy to build your pipeline of opportunities within your defined prospects
  • Initiate sales appointments with members via teleconferencing or traveling as needed for on-site meetings
  • Meet or exceed your quarterly revenue targets and complete weekly forecast reports
  • Garner the respect of decision makers through active listening and establishing yourself as a trusted resource
  • Own your success in ongoing education of product offerings and vendor partnerships through both self-initiated and team-provided trainings
  • Record timely and accurate updates of pipeline information within Salesforce and to stakeholders in regular cadence meetings
  • Manage all aspects of deal execution, including strategic and financial assessment, structuring, and negotiation
  • Drive best-in-class member experiences through prompt and professional follow-up communication
  • Successfully and seamlessly transition members to the Member Success team, ensuring a thorough understanding of the account and expectations
  • Initiate and engage in member account reviews
Qualifications
  • Bachelor's degree or equivalent work experience
  • 3+ years of experience in B2B customer facing sales role with proven success in closing
  • Strong skillset in developing and presenting business cases to c-suite decision makers
  • Proven success in value-based selling
  • Ability to read and analyze financial reports and legal documents; strong financial acumen
  • Ability to interface expertly with internal and external stakeholders, driving best-in-class customer experiences
  • Ability to navigate ambiguity and make data-driven recommendations
  • Experience with CRM software, Salesforce preferred
  • Experience with Microsoft Office applications preferred
  • Working knowledge of SPIN Selling methodology preferred
  • Experience with Gong preferred
Benefits
  • Competitive compensation package
  • Free individual employee medical coverage
  • Company subsidized dental and vision coverage
  • Dollar for dollar 401(k) match up to 6% of your salary with immediate vesting
  • Company-paid Short-Term and Long-Term Disability coverage
  • Employee Assistance Program to support your wellbeing and mental health
  • $1500 annual stipend for undergraduate/graduate college courses; $500 annual stipend for continuing education courses/certifications
  • Free snacks and beverages on-site
  • Brand new, state-of-the-art, tech-enabled work environment in downtown Nashville
  • Flexible/hybrid work culture

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