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Job Title: Senior Sales Executive

Location: Bala Cynwyd, PA (7 miles from downtown Philadelphia)

Reports To: COO    Department: Sales


Company Profile:

InvestEdge is a leading provider of wealth management solutions to banks, trust companies, brokerage firms, and financial advisors. At InvestEdge we combine state of the art technology with years of experience in the investment industry.


Position Summary:

This position is responsible for selling the organization's wealth management platform services using a project planning approach that uses technical, organizational, and customer knowledge to clearly identify customer needs and guide them in selecting our solution.


Responsibilities:
  • Develops new prospects and interacts with existing customers to increase sales of an organization's products and/or services

  • Utilize project management-based selling skills to build account relationships while engaging tactically at the business executive and staff levels

  • Identify revenue opportunities in target accounts, develop sales plans, and execute to close revenue
  • Leverage partner relationships to execute InvestEdge on sales strategy and to accelerate achievement of revenue


Qualifications:
  • 8+ years professional selling experience in high-tech or financial/investment related industries
  • Proven track record of consistently exceeding corporate objectives and quotas
  • Experience using project management driven sales approach
  • Strong presentation, communication, organization, and time management skills
  • Self-driven, motivated and results oriented
  • Internet software or ASP experience a plus
  • Bachelor’s Degree from four-year college or university - MBA a plus

Location and Travel:

Primary Location
• Bala Cynwyd, PA

Travel
• Frequent


If you would like to send a resume please email us at careers@investedge.com






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