iPipeline

Principal Account Executive (Wealth)

iPipeline$120K — $150K *
Wayne, PA 19087In-Person
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of enterprise or strategic sales experience
  • Expertise in aligning internal strategy to client outcomes
  • Advanced proficiency in CRM and analytics
  • Strong executive communication skills for stakeholder influence
  • Proven success in leading complex, multi-stakeholder deals
  • Exceptional negotiation skills focused on enterprise sales
  • Demonstrated thought leadership and mentoring capabilities
  • Solid financial and commercial acumen

Responsibilities

  • Identify and pursue high-impact enterprise-level opportunities
  • Leverage AI-driven insights for deal and pipeline evaluation
  • Lead negotiations and build executive client relationships
  • Direct multi-year sales pursuits to drive revenue growth
  • Design complex, customized solutions for client transformation goals
  • Provide advanced forecasting and strategic deal insights
  • Collaborate across teams to create cohesive account strategies
  • Act as a subject matter expert for complex sales challenges

Benefits

  • Opportunity to work with cutting-edge AI technology
  • Access to continuous professional development and training
  • Collaborative work culture fostering teamwork and innovation
  • Potential for leadership roles in shaping market strategy
  • Access to a strong network of industry professionals
Full Job Description
This is an office-based position.

Responsibilities

Job Summary:
  • The Principal Account Executive operates as a senior enterprise seller responsible for the organization's most complex high-impact opportunities or accounts. Operating with minimal oversight, this role shapes long-term customer or market strategies, influences internal stakeholders, and drives substantial business outcomes.


Pipeline Development & Opportunity Creation:
  • Strategically identify and pursue enterprise-level opportunities and new market entries with significant revenue impact.
  • Use AI-driven insights to evaluate enterprise opportunity trends, assess deal and pipeline risk, and inform prioritization of high-impact pursuits and market entry strategies.


Customer Engagement & Relationship Management:
  • Lead advanced negotiations and commercial / financial deal structure. Build and sustain executive-level client relationships across enterprise organizations.


Sales Execution & Revenue Accountability:
  • Lead enterprise or multi-year sales pursuits with significant revenue impact.


Solution Design & Value Creation:
  • Architect complex, customized solutions aligned with enterprise client transformation goals. Understand and articulate how the company solution integrates / complements a wider IT landscape.
  • Use AI-enabled analysis to inform the design of complex, enterprise solutions by evaluating customer technology landscapes, transformation priorities, and value realization pathways.
  • Serve as an escalation point for complex customer situations.


Pipeline, Data, & Forecasting Management:
  • Provide advanced forecasting and strategic deal insight to senior leadership.
  • Use AI-enhanced analytics to stress-test pipeline assumptions and forecast reliability.


Cross-Functional Collaboration & Influence
  • Collaborate with other Go To Market Team Members to create a "One Account Strategy" for each account.
  • Coordinate product, legal, finance, implementation, and executive stakeholders. Influence roadmaps and priorities through customer insight.
  • Leverage AI-based insights to synthesize customer feedback and market signals for internal teams.


Knowledge Development, Leadership, & Organizational Impact:
  • Act as a subject matter expert and internal advisor on complex sales and customer challenges.
  • Provide strategic input and recommendations to sales and go-to-market strategy through enterprise customer insight, complex deal experience, and market observation


Experience/Qualifications

  • Typically requires 10+ years of enterprise or strategic sales experience
  • Ability to align internal strategy to client outcomes
  • Advanced CRM and analytics proficiency to provide strategic insight, forecasting guidance, and advisory support to leadership
  • Advanced executive communication skills to influence and align senior stakeholders
  • Enterprise sales expertise and advanced negotiation skills
  • Demonstrated success leading complex, multi-stakeholder deals
  • Thought leadership and mentoring capability
  • Strong financial and commercial acumen

About iPipeline

Industry
Founded
1995

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