Asset Managers, Account Executive - Assistant Vice President

iCapital

$100K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of full-cycle B2B closing experience, ideally in SaaS or FinTech
  • Proven success in meeting/exceeding annual quotas over $1M
  • Familiarity or eagerness to adopt structured sales methodologies like BANT or MEDDIC
  • Strategic mindset with a history of executing scalable business solutions
  • Data-driven approach with strong CRM usage skills
  • Commitment to collaboration and accountability in a team culture
  • Prioritizes feedback and continuous improvement alongside quality

Responsibilities

  • Conduct a full-cycle sales process to convert qualified leads into new customers
  • Achieve an annual revenue target of $1.75M
  • Gain in-depth knowledge of the private funds market and client challenges
  • Maintain a disciplined sales process to ensure high closing rates
  • Document all activities meticulously in the CRM for accurate forecasting
  • Work with Marketing Development and Customer Success for smooth customer interactions

Benefits

  • Equity options available for all full-time employees
  • Commission-based bonus structure to incentivize performance
  • Employer matched retirement plan for long-term savings
  • Comprehensive subsidized healthcare including dental and vision
  • Remote work flexibility on Fridays
  • Generous parental leave policy and unlimited PTO
Full Job Description
About the Role

This role is central to how the firm grows and is an opportunity for an ambitious seller to build their career on a team designed for a new era of scale. This role will report to the Head of Sales and will be responsible for managing relationships with alternative asset managers with total firm.

Responsibilities
  • Run a full-cycle sales process to turn qualified opportunities into new Passthrough, now a part of iCapital, customers.
  • Consistently meet or exceed your annual revenue quota of $1.75M.
  • Become an expert on the private funds landscape and the challenges our clients face, and effectively articulate our value proposition to key stakeholders such as GPs, Fund Admins, COOs, and Investor Relations.
  • Maintain a disciplined and value-oriented sales process to achieve a high close rate on qualified opportunities.
  • Keep meticulous records of all activities in the CRM to ensure predictable and accurate forecasting.
  • Collaborate with Marketing Development and Customer Success to provide a seamless customer experience.

Qualifications
  • 5+ years of full-cycle B2B closing experience, preferably in a SaaS or FinTech environment
  • Track record of consistently meeting or exceeding an annual quota of $1M+
  • Experience or a strong desire to work within a structured sales process (i.e. using methodologies like BANT or MEDDIC)
  • A strategic and execution-oriented mindset, with a track record of translating ideas into scalable business solutions
  • Data-driven, process-oriented, and able to view metrics and the CRM as essential tools for success
  • Values clarity, accountability, and a collaborative, results-oriented culture
  • Balances speed and quality, prioritizing timely feedback and continuous improvement
  • Experience selling to fund managers, legal counsel, or fund administrators

Benefits

The base salary range for this role is $100,000 to $120,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission-based bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: [redacted] | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

Similar Jobs

More Jobs at iCapital

More Finance & Insurance Jobs

Find similar Asset Managers, Account Executive - Assistant Vice President jobs: