Job Title: Account Executive/Manager - Investment Management
Location: London - 2 days per week in Central London office
I'm looking for an Account Executive to join one of our most exciting clients, focused on selling complex SaaS solutions to wealth, trust, and corporate services industry.
Company
- Fast-growing fintech innovator transforming trust, corporate, and fund administration services through cutting-edge technology.
- Be part of a collaborative, forward-thinking team that combines deep industry expertise with modern digital solutions to deliver real impact for global clients.
- Work in an environment that values innovation, continuous improvement, and professional development, with opportunities to grow your career in a dynamic sector.
- Contribute to scalable, technology-driven platforms that power some of the world’s leading financial and corporate service providers.
The role
- Account Executive role where you will be responsible for driving upsell opportunities across existing customers, transitioning them from traditional on‑prem legacy solutions to cloud‑based SaaS.
- Although this is looking at existing customers they’re looking for a hunter, someone who can drive mass revenue within the current accounts.
- Alongside driving business with direct end user, you will work with 2 main partners. Support them with transitioning their customers to SaaS model.
About you
- 3+ years experience a Account Executive/Account Manager role focused on supporting a range of existing customers or driving net new business.
- Coming from the B2B SaaS world and focused on highly regulated markets. E.g. Could come from FinTech world or sell complex enterprise SaaS into Finance, Private equity and other regulated verticals.
- Strong track record against quotas – proven exp driving revenue.
- Must be able to educate, coach and enable direct end users and partners.
- Relationship first individual. Must be able to engage C suite.
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