Account Executive - Advisory Sales

Posted 4 Days Ago
Hiring Remotely in United States
Remote
46K-106K Annually
Junior
Software
The Role
The Account Executive will handle sales to SMB advisory firms by engaging with potential customers via phone and email, demonstrating the Nitrogen SaaS platform, building relationships, closing deals, managing the sales pipeline in SFDC, and meeting sales quotas. The role requires strong sales skills and an ability to adapt to a fast-paced environment.
Summary Generated by Built In

Description

WHAT WE DO

Nitrogen has been revolutionizing how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011. Today, Nitrogen offers an integrated client engagement software platform featuring risk tolerance, proposal generation, investment research, and financial planning tools designed to help firms and financial advisors deliver personalized advice. We invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and are the champions of the Fearless Investing Movement — tens of thousands of financial advisors are committed to our mission of empowering the world to invest fearlessly.

Nitrogen is an equal opportunity employer. We encourage people from underrepresented groups to apply. We are committed to being fair and intentional in our hiring decisions by reviewing every application thoroughly.

THE TEAM

The Advisor Direct team is responsible for selling our SMB size advisory firms. Average deal size will be between $3,000 and $4,000 and the average sales cycle will be 15-20 days.

WHAT YOU’LL BE WORKING ON

The Nitrogen Account Executive team is responsible for growing, developing, educating, cultivating and closing new investment advisors as customers for the Nitrogen product. We work closely together to make the technology disappear so that our customers can get back to what they’re good at: helping their clients.

  • Work with prospective customers by telephone and email, following up with them to answer questions, learn about their business and educate them on the capabilities of the product.
  • “Be the closer” - build a relationship with the prospective customer, learn their business objectives, convince them that Nitrogen can move the needle for them, and bring them aboard.
  • Our World class Marketing ORG will deliver weekly high valued leads to your pipeline, the goal is to convert them into Qualified Pipeline for your territory.
  • Effectively and independently distill and deliver the Nitrogen value proposition, demonstrating Nitrogen SaaS platform via online demos.
  • Develop into an industry expert in identifying customer ‘pain’ & helping to solve customer challenges.
  • Develop a sustained pipeline and close new business at or above quota.
  • Identify and qualify opportunities, pursue conversion of qualified leads to customer solutions with subscription-based revenue.
  • Negotiate pricing and contractual terms to close sales as required.
  • Responsible for maintaining SFDC to reflect an accurate pipeline and Forecast.
  • Responsible for meeting or exceeding departmental goals for sales quota.
Requirements
  • A minimum of 2 plus years of experience selling solutions in Software as a Service (SaaS) or Fintech industry is required.
  • NICE TO HAVE: Experience in the Fintech or Wealth Management industry.
  • A hunter that thrives on top of funnel activities.
  • Strong ability to learn new technology and ramp quickly.
  • Relentless work ethic & strong commitment to exceeding your goal.
  • Strong time management, organization, and decision-making skills are critical.
  • A strong business aptitude with proven success of net new logo sales in a fast paced environment.
  • A self-starter, results driven, motivated and ambitious drive with a ‘can do’ attitude.
  • Strong and demonstrated written, verbal and presentation skills
  • Work well in a high-energy, fast-paced and constantly changing environment.
  • Proactive work ethic – we’re not big on bureaucracy; we hold each other accountable and push ourselves to perform.
  • Adaptable – in an environment with much change, we can handle and do enjoy change.

The expected total compensation range for this position is $60k Salary plus $46k Incentive Compensation (Total OTE Compensation range $106k).

Lesser experience may result in lower compensation and greater experience may result in greater compensation than the stated range.

Benefits

Financial Benefits & Perks

  • 4% 401(k) Match. Our employees invest so much in our company and we love getting to invest in them. The company will match your contributions dollar-for-dollar, up to 4% of your total annual compensation.
  • Free Financial Planning Services. By working at a financial technology company, you get the benefit of fantastic financial advice. This is offered to all employees wanting expert guidance on how to handle their money.

Health & Family

  • Medical, Dental & Vision insurance plans. We want to help keep you (and your family) healthy! Comprehensive health insurance options for you & your family.
  • Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) available depending on chosen medical plan. We know that investment risk isn’t a one-size-fits all and neither are your health savings options!
  • Generous maternity & paternity leave for either the birth or adoption of a child. Mom's & Dad's need time with their new family members!
  • Discounted pet insurance available. Pets are family too!!

Time Away & Culture

  • 3 weeks vacation & 1 week sick time per year.Take the time you need for fun or simply time to recover from not feeling well.
  • 11 paid company holidays per year. Enjoy your time off; you deserve it!
  • Remote & in-person team building activities help our employees stay connected and engaged. We absolutely love to hype our people up!
  • Company wide meetings held by our CEO benefit all employees by keeping everyone in the loop. We are one team, and we tackle projects together.
  • Employee development is our priority. From leadership training, to mentorship, to industry resources, we care about progressing you in your career.

WANT TO KNOW MORE?

While you can learn a lot from a job description, you may have more questions, and that’s totally okay! We encourage all individuals interested in working at Nitrogen to learn more about us by checking us out on our website and social media platforms:

Top Skills

Fintech
SaaS
SFDC
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The Company
HQ: Auburn, CA
210 Employees
On-site Workplace
Year Founded: 2011

What We Do

Nitrogen, the maker of Riskalyze, is the growth platform for wealth management firms, equipping financial advisors with the tools to intrigue leads into meetings, turn meetings into valued clients, and clients into referral champions. Deeply integrated with your marketing, asset platform and CRM, the Nitrogen Growth Platform is the force multiplier that starts the growth flywheel spinning for both small independent firms or large enterprises. Learn more at NitrogenWealth.com!

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