Asset Managers, Account Executive - Assistant Vice President at iCapital | CT, US | Rezi

Asset Managers, Account Executive - Assistant Vice President at iCapital

Asset Managers, Account Executive - Assistant Vice President

iCapital · CT, US

1 months ago

Asset Managers, Account Executive - Assistant Vice President

iCapital · CT, US

a month ago
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About the Role

As a foundational member of the Sales team, this individual will be responsible for turning qualified opportunities into new customers that fuel iCapital’s expansion. 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.

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.

Requirements

  • 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

Work Type

  • Hybrid

Experience Level

  • 5+ years

Salary/Compensations

  • $100,000 to $120,000

Benefits

  • Commission-based bonus
  • Employer matched retirement plan
  • Generously subsidized healthcare
  • 100% employer paid dental
  • Vision insurance
  • Telemedicine
  • Virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)

About the Company

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

Equal Opportunity

  • iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer.
  • We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.