Altrata
Overview
People Operations & Recruiting Leader | Certified Professional Resume Writer | Career Coach Reporting to the VP of Sales, Financial Services, the Senior Account Executive is a proactive, results-driven sales professional with a positive mindset and the ability to independently drive revenue growth by securing new business across our suite of products. You will engage with some of the most influential Financial Institutions globally, delivering solutions that help them unlock critical insights and build stronger relationships. If you have exceptional sales skills and excel at networking, we want to hear from you. Candidates should have 5 to 10 years of “hunter” sales experience selling software, with experience in data feeds a definite plus. If you bring proven success selling B2B enterprise solutions into financial institutions, especially Private Equity and Asset Management firms in North America, we’d love to connect.
Responsibilities
Proactively identify, prioritize, and pursue high-potential opportunities across target industry sectors
Design and execute engaging outbound campaigns to drive pipeline growth and open new doors
Generate opportunities through strategic networking, industry events, and conferences
Engage senior decision-makers to secure impactful product demonstrations and strategic conversations
Manage and respond to inbound sales inquiries with speed, professionalism, and insight
Own the full sales cycle — from initial outreach through to deal closure and contract invoicing
Consistently meet or exceed monthly and quarterly sales targets
Provide accurate sales forecasting and activity reporting to support strategic decision-making
Qualifications and Experience
Proven experience selling into financial institutions, including private equity and hedge funds
Strong background in SaaS and/or fintech solutions. DaaS experience is a strong plus
Comfortable engaging stakeholders at all levels, from C-suite to Associates
Exceptional presentation and face-to-face communication skills
Demonstrated success managing the full sales cycle – from prospecting to close
Self-motivated, results-driven, and thrives working independently or under pressure
Strong consultative sales approach with ability to align client needs to product capabilities
High learning agility and eagerness to contribute in a dynamic, fast-paced environment
Strategic thinker with a performance-driven mindset and consistent self-evaluation
Skilled at networking, building pipeline, and closing complex deals
About Altrata Altrata is a global leader in people intelligence. It includes more than 100 million profiles on wealthy individuals around the world and more than 12 million profiles on senior decision makers, board members and c-suite leaders. Altrata provides intelligence on the people who are most impactful to our clients’ success.
Advanced integration solutions allow deeper insights and access to billions of connections helping clients close more deals, manage risk, and identify up and coming talent quickly. Our data is actionable, accurate, and comprehensive. Powered by a global team of more than 400 researchers who are committed to maintaining millions of profiles and changing data points, so you can effectively engage and make meaningful, lasting connections.
Altrata™ is comprised of five distinct offerings: BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X.
Equal Opportunity Employer Altrata is actively committed to promoting, fostering, and nurturing a diverse and inclusive environment, and all applicants will receive equal consideration regardless of race, sex, religion, color, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We recognize that these types of statements appear often in job descriptions. At Altrata, we really and truly mean it.
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People Operations & Recruiting Leader | Certified Professional Resume Writer | Career Coach Reporting to the VP of Sales, Financial Services, the Senior Account Executive is a proactive, results-driven sales professional with a positive mindset and the ability to independently drive revenue growth by securing new business across our suite of products. You will engage with some of the most influential Financial Institutions globally, delivering solutions that help them unlock critical insights and build stronger relationships. If you have exceptional sales skills and excel at networking, we want to hear from you. Candidates should have 5 to 10 years of “hunter” sales experience selling software, with experience in data feeds a definite plus. If you bring proven success selling B2B enterprise solutions into financial institutions, especially Private Equity and Asset Management firms in North America, we’d love to connect.
Responsibilities
Proactively identify, prioritize, and pursue high-potential opportunities across target industry sectors
Design and execute engaging outbound campaigns to drive pipeline growth and open new doors
Generate opportunities through strategic networking, industry events, and conferences
Engage senior decision-makers to secure impactful product demonstrations and strategic conversations
Manage and respond to inbound sales inquiries with speed, professionalism, and insight
Own the full sales cycle — from initial outreach through to deal closure and contract invoicing
Consistently meet or exceed monthly and quarterly sales targets
Provide accurate sales forecasting and activity reporting to support strategic decision-making
Qualifications and Experience
Proven experience selling into financial institutions, including private equity and hedge funds
Strong background in SaaS and/or fintech solutions. DaaS experience is a strong plus
Comfortable engaging stakeholders at all levels, from C-suite to Associates
Exceptional presentation and face-to-face communication skills
Demonstrated success managing the full sales cycle – from prospecting to close
Self-motivated, results-driven, and thrives working independently or under pressure
Strong consultative sales approach with ability to align client needs to product capabilities
High learning agility and eagerness to contribute in a dynamic, fast-paced environment
Strategic thinker with a performance-driven mindset and consistent self-evaluation
Skilled at networking, building pipeline, and closing complex deals
About Altrata Altrata is a global leader in people intelligence. It includes more than 100 million profiles on wealthy individuals around the world and more than 12 million profiles on senior decision makers, board members and c-suite leaders. Altrata provides intelligence on the people who are most impactful to our clients’ success.
Advanced integration solutions allow deeper insights and access to billions of connections helping clients close more deals, manage risk, and identify up and coming talent quickly. Our data is actionable, accurate, and comprehensive. Powered by a global team of more than 400 researchers who are committed to maintaining millions of profiles and changing data points, so you can effectively engage and make meaningful, lasting connections.
Altrata™ is comprised of five distinct offerings: BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X.
Equal Opportunity Employer Altrata is actively committed to promoting, fostering, and nurturing a diverse and inclusive environment, and all applicants will receive equal consideration regardless of race, sex, religion, color, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We recognize that these types of statements appear often in job descriptions. At Altrata, we really and truly mean it.
#J-18808-Ljbffr