Jobs at InvestCloud, Inc.

Lead client-facing digital transformation initiatives for financial services, advise on technical and business strategy, collaborate with product and sales to drive innovation and revenue, mentor cross-functional teams, architect solutions, present to C-level executives, and achieve sales targets through consultative selling.

Lead end-to-end delivery of InvestCloud Digital Wealth implementations. Manage scope, budget, schedule, resources, risks, issues, and stakeholder communication. Drive quality, client satisfaction, reporting, and cross-functional coordination across project lifecycle using PM best practices and tools.

Quota-carrying enterprise sales role selling InvestClouds Digital Wealth solutions. Build pipeline, source new business, expand accounts via cross-sell/up-sell, develop executive relationships, and close six- to seven-figure deals. Partner with Sales Engineering, Product, and Account Management; mentor peers and drive demand generation and forecasting.

The Enterprise Account Executive drives new business acquisition, expands revenue in assigned accounts, builds executive relationships, and manages sales strategies to achieve quotas in the financial technology sector.