Account Executive at Sydecar | CA, US | Rezi

Account Executive at Sydecar

Account Executive

Sydecar · CA, US

2 weeks ago

Account Executive

Sydecar · CA, US

17 days ago
Resume preview

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now
Resume preview

Tailor your resume to this Account Executive role.

Rezi rewrites your resume against Sydecar's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Account Executive posting at Sydecar — free, in seconds.

About the Role

We are looking for an Account Executive to help Sydecar grow its revenues, brand, and market position by closing sales in its SPV product. This role offers exposure to the venture asset class and the opportunity to connect with venture managers to solve their back- and middle-office challenges. You will be part of a supportive, high-aptitude team contributing to the infrastructure of private markets.

Responsibilities

  • Develop a deep understanding of product offerings and communicate their value to prospects.
  • Own a quota and book of business for the core SPV product, nurturing leads through the sales pipeline to deal signing and launch.
  • Conduct product demos for prospects.
  • Identify opportunities to increase average customer value through upselling, cross-selling, and communicating new product releases.
  • Manage and maintain command over your book of business and related metrics.
  • Proactively manage and nurture a healthy sales pipeline to ensure consistent revenue growth.
  • Regularly update and maintain accurate records of customer interactions, sales activities, and pipeline status in the CRM.
  • Ensure proper CRM process and hygiene for your book of business.
  • Support product development by obtaining customer feedback.
  • Collaborate with the Customer Experience team to ensure seamless customer onboarding and success.

Requirements

  • 2+ years in a closing role selling to sophisticated individuals or B2B.
  • Proven ability to handle a high-volume sales funnel.
  • Willingness for modest business travel.
  • Ability to meet with local customers in person and attend local industry events.
  • High EQ with a genuine love for helping others solve their problems.
  • Proven ability to develop and nurture enduring relationships.
  • Self-starter with an ability to operate in uncertainty.
  • Proficient in CRM software (Ideally Hubspot).
  • Knowledgeable about sales pipeline data and KPIs.
  • Data-driven and analytical.
  • Process oriented with strong discipline around pipeline management.
  • Excellent written and verbal communications.
  • Team player who is mission-driven and values collective success.
  • Working knowledge of AI tools and experience incorporating them into daily workflows to drive efficiency and revenue growth.

Skills

  • Sales
  • CRM Software
  • Hubspot
  • Sales Pipeline Management
  • Data Analysis
  • AI Tools

Location

  • San Francisco

Work Type

  • Hybrid

Experience Level

  • 2+ years

Education Level

  • Undergraduate degree from an accredited college or university

About the Company

  • Sydecar is on a mission to transform the world of private markets, making them more accessible, transparent, and liquid by revolutionizing investment vehicle creation and execution.
  • Sydecar is a trusted partner in venture capital, dedicated to simplifying and standardizing the private investing experience.
  • The platform automates banking, compliance, contracts, taxes, and reporting, allowing investors to focus on deals and relationships.
  • Sydecar is leading the charge in revolutionizing private investing.

Equal Opportunity

  • Sydecar is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment.
  • All employment decisions at Sydecar are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.
  • Sydecar will not tolerate discrimination or harassment based on any of these characteristics.
  • Sydecar encourages applicants of all ages.