Sales Executive
Account executive job at Financial Recovery Technologies
Join a fast-growing company that is transforming its industry! Financial Recovery Technologies has become a trusted partner to hedge funds, mutual funds, custodians, sovereign wealth funds, and other institutional investment firms, and our best-in-class people and technology have made FRT a market leader.
As a Sales Executive you will drive FRTs sales efforts and grow our market share in the class action recovery space with your own clear goals and targets. The role will include:
Achieving market share in your assigned territory
* Cultivate relationships with C-level executives, Legal and Operations professionals at financial institutions in your region, including Hedge Funds, Mutual Fund & Asset Managers, as well as the 3rd party companies that support them
* Use consultative sales techniques to learn and understand client challenges around class action recovery in order to develop a compelling value proposition to progress the sales cycle
* Understand clients operational and technological processes as well as corporate governance policies in order to build credibility throughout the sales process and develop a relationship
Leveraging your resources
* Understand the addressable market, the client base and opportunities in each market
* Collaborate with FRT teams in legal, product, technology, operations, and client services. Continually build expertise with respect to FRTs products and services and develop a thorough understanding of those of our competitors to be able to effectively handle objections
* Develop and execute strategic territory sales plans, including targeting prioritized opportunities
The ideal candidate will be comfortable handling a complex sales cycle and working in a results-driven environment. They will be well-compensated for their successful efforts as their book grows. This is a great opportunity for a professional that is looking to own and grow their territory.
The role works in close partnership with internal stakeholders to proactively drive gross sales and revenue.
Our ideal candidate has:
* 5 or greater years' experience in consultative sales and financial services, ideally selling financial data, software, or technology to the buy-side community - you have developed a confident, commanding presence and are able to rapidly develop industry expertise;
* A record of success in prospecting, qualifying, and developing a sophisticated client base
* A high comfort level navigating and managing a long, complex sales cycle and an ability to sell change
* The ability to be disciplined, professional and working as part of a small team in a remote office from the company headquarters
* Desire to join a growing company with a vibrant, entrepreneurial culture, dedicated to being the top provider in the class action recovery space
* Strategic thinking skills; demonstrated ability to plan and execute sales strategies
* Highly organized and able to efficiently and effectively leverage a modern sales tech stack for success
What does FRT offer:
* Competitive salary and bonus
* Health, dental, vision
* 401k (with company match)
* Income protection plans (life, accidental death and dismemberment, short- and long-term disability) and access to a suite of voluntary benefits
* We are a hybrid company; in office, we offer:
* Close proximity to public transit (walking distance to Wellington T on the Orange Line)
* Free drinks and snacks
* Free parking onsite
* Free access to onsite gym
FRT provides equal employment opportunities by recruiting, hiring, training and promoting applicants and employees without regard to race, color, religion, creed, national origin, citizenship status, sex, age, ancestry, sexual orientation, genetics, pregnancy, marital or partnership status, gender identity/expression, disability, handicap, status as a victim of domestic violence or other similar offenses, consumer credit history, unemployment, military obligations, veteran status or any other category protected by law.
FRT is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the application or employment process, please let us know the nature of your request and your contact information.
Outside Sales Representative - Hardscape & Masonry Products
Boston, MA jobs
Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (āCIā) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech.
Come join Ultra-low Carbon Concrete & Carbon Reduction Solutions | CarbonBuilt!
About CarbonBuilt
CarbonBuilt is building deeply decarbonized concrete manufacturing of the future. Through our proprietary low-carbon concrete technology, focus on data analytics and robotics, and active acquisition of concrete masonry plants, we are scaling solutions that dramatically reduce embodied carbon while also reducing costs. Rooted in science, CarbonBuilt was established after years of Department of Energy-backed research at UCLA's Institute for Carbon Management. CarbonBuilt showcased its technology during the five-year long COSIA NRG Carbon XPRIZE competition, in which it was awarded the Grand Prize in 2021. CarbonBuilt has raised capital from leading Investors and Venture Capital firms.
Our Vision - a world in which global economic prosperity is no longer a threat to the climate.
Our Mission - to enable concrete manufacturing to drive large-scale emissions reductions through the cost-effective use of industrial byproducts and COā.
CarbonBuilt's Reversa Binder, a patented, low-carbon alternative to cement, creates concrete with a 70-100% lower carbon footprint, reducing costs by 10-30% while meeting performance standards. Our product has been commercially available since 2023 and can be rapidly adopted by the nearly 800 concrete plants in the U.S. alone.
Location: Boston, Northern RI, South of Boston area (Headquarters is in Danielson, Connecticut)
Key Responsibilities
Develop and grow sales within a designated territory by actively prospecting, securing, and managing key accounts in the architectural, commercial, and contractor segments with a special focus on higher margin architectural and hardscape products.
Leverage your existing network of industry contacts to drive immediate business opportunities and long-term partnerships.
Represent our sustainable product offerings with confidence and technical expertise, tailoring presentations to the needs of architects, specifiers, GCs, and distribution partners.
Stay current on industry trends, materials standards, and competitor activity to position our brand as a leader in environmentally responsible hardscape solutions.
Collaborate closely with internal teams (including technical support, operations, and marketing) to ensure a seamless customer experience and accurate project execution.
Utilize CRM tools to track opportunities, manage pipeline activity, and report on key metrics.
Attend relevant industry events, tradeshows, and customer meetings to strengthen relationships and promote the brand.
Qualifications
5+ years of experience in outside sales within the building materials, hardscape, masonry, or related construction sectors.
A strong and active book of business in the architectural, GC, or building materials space.
Demonstrated āhunterā sales mentality with a proven ability to generate leads, build relationships, and close deals.
Solid understanding of the concrete and construction industry sustainability trends and technical considerations.
Ability to interpret and discuss technical specs, site drawings, and project details with clients.
Self-motivated, goal-oriented, and capable of managing a territory independently.
Excellent communication, negotiation, and presentation skills.
Proficiency in NetSuite and Microsoft Office Suite.
Compensation
Salary of $110,000-130,000 depending on experience and geographical location, plus highly competitive variable compensation based on sales as well as a car allowance, medical, dental, vision insurance for you and your dependents.
CarbonBuilt is an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs, without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.
Lead Account Executive - Global Operations (Remote-Eligible)
Boston, MA jobs
The Lead Account Executive provides essential operational support for business partners. This includes project managing partner and product onboarding, as well as training partners on our proprietary tools and systems. The individual in this role will lead operational projects focused on implementing new products, releases, and solutions, while also resolving escalated customer issues. Furthermore, the role is responsible for managing operational relationships with complex and large partners, actively managing risk, and escalating any customer-impacting issues to management within day-to-day responsibilities.
**Responsibilities:**
+ Providing dedicated operational support to various stakeholders, including acquirers, network partners, issuers and processors
+ Conducting research on complex situations and troubleshooting issues related to end-to-end transaction processing, acceptance complaints and issuer launches
+ Supporting business development through the onboarding of new franchises, issuers, acquirers, processors, and software vendors, as well as assisting with contract negotiation and due diligence
+ Managing compliance with operating rules and regulations, coordinating certification and supporting participants through the semi-annual release process
+ Leading internal projects, ensuring documentation meets auditing requirements, and serving as a Subject Matter Expert (SME) on key authorization and settlement applications, internal systems and tools
+ Managing strategically important partners and driving continuous improvement by seeking holistic solutions for client-impacting issues
+ Client Engagement: This is a client-facing role requiring approximately 10% travel
**Basic Qualifications:**
+ High School Diploma, GED or equivalent certification
+ At least 6 years of payments industry experience within financial services
**Preferred Qualifications**
+ Bachelor's Degree in Business, Finance, Information Technology, Engineering
+ 8+ years of payments industry experience within financial services
+ Experience influencing key stakeholders, executive level clients or internal business partners
**Capital One is open to hiring a Remote Employee for this opportunity.**
**At this time, Capital One will not sponsor a new applicant for employment authorization for this position.**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $106,700 - $121,700 for Lead Account Executive
Riverwoods, IL: $106,700 - $121,700 for Lead Account Executive
Chicago, IL: $106,700 - $121,700 for Lead Account Executive
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Head of Enterprise Risk
Boston, MA jobs
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit ****************************
Summary:
Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe.
We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk is responsible for executing on and maintaining CA's risk management framework. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business-line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm's Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers.
Job Description:
Setting the direction and the pace for the implementation of processes and practices across CA in alignment with Management and regulatory and Board expectations. With strong collaboration from first-line risk colleagues, promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored
Leads the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm's strategic direction and/or operational effectiveness
Provides quarterly Enterprise Risk Reports to Management and to the Audit and Risk Committee, inclusive of any critical findings, with targeted, actionable recommendations.
Serves as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with responsibility for recommending remediations, directing further assessment of functions or process assessments, and escalating significant risks to Management for resolution.
Serves as the firm's second line of defense alongside the Chief Compliance Officer, with ownership for identifying, escalating, and resolving enterprise risks. Ensures that business units are accountable for timely risk reporting, mitigation, and monitoring and ensures all incidents and control failures are reported and on track for remediation.
Engages with first-line risk colleagues to identify and mitigate risks that may impinge upon our regulatory status, competitive position or our strategic objectives.
Ensures the execution of risk mitigation strategies across all client-facing and support functions, holding business leaders accountable for implementing required controls and corrective actions.
Ensures the effective execution of regional risk frameworks and respective risk committees, including reporting and issue resolution
Owns the deployment and optimization of the firm's GRC (Governance, Risk and Compliance) tool to establish proactive, real-time visibility, monitoring and assessment of risks across all aspects of our business
Owns and executes the Enterprise Risk Plan, ensuring that resources are deployed strategically and that priorities align with the top risk areas as identified through business area risk workshops and risk assessments
Leads the governance and evolution of the firm's Risk Taxonomy, driving a common risk language and a shared understanding of both ongoing and emerging risks
Directs the maintenance and continuous improvement of the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, enforcing timely updates and compliance with regulatory requirements
Leads the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to ensure business unit objectives are measured objectively and aligned with industry standards.
Qualifications
Minimum of 15 years' risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm
Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework
Proven ability to effectively implement Enterprise Risk Management frameworks and risk governance strategies
Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting
Broad-based operational perspective and understanding of the processes and controls of an investment management firm
Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners
Strong executive presence with the ability to communicate clearly and persuasively with Management, senior leadership and our Board of Managers
Deep understanding of global investment management regulatory environment
Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly
Ability to interact with and build relationships with colleagues at all levels of the organization.
Bachelor's degree required, advanced degree desirable
All applications must include a resume and cover letter.
Base salary range for this role:
Pay Range Minimum:
177300
Pay Range Maximum:
241100
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
Federal Sales Enterprise Account Executive - U.S. Navy
Boston, MA jobs
Job ID 478918 Posted since 19-Nov-2025 Organization Digital Industries Field of work Sales Company Siemens Industry, Inc. Experience level Experienced Professional Job type Full-time Work mode Remote only Employment type Permanent * Boston - Massachusetts - United States of America
* Charleston - South Carolina - United States of America
* Livonia - Michigan - United States of America
* Philadelphia - Pennsylvania - United States of America
* Tampa - Florida - United States of America
Here at Siemens, we take pride in enabling sustainable progress through technology. We do this by empowering customers through combining the real and digital worlds-improving how we live, work, and move today and for the next generation. We know that businesses thrive only when our people thrive. That's why we put our people first. Our global, diverse team is ready to support you and challenge you to grow in new ways. Who knows where our shared journey will take you?
Transform the everyday with us!
Siemens Digital Industries is looking for an experienced Enterprise Account Executive for the U.S. Federal Market, focused on the U.S. Navy, to identify and develop opportunities into successful solutions. The Federal Vertical is an expanding team that delivers solutions, products, and services for Federal customers who are automating infrastructure and equipment.
The successful candidate will bring deep knowledge of the Federal Market and U.S. Navy ecosystem and pair that with Siemens' advanced automation and digitalization portfolio of solutions. This individual will drive sales, establish customer preference, and win specifications for Siemens in named national Navy accounts. In addition, the Account Executive will identify and develop new customer opportunities nationwide. The role will require working within a matrix organization, coordinating with portfolio specialists, engineering teams, and Siemens' government community to effectively support the Federal ecosystem. Success will be measured by portfolio growth, customer pipeline development, and new customer conversions.
This position may be based anywhere within the continental United States.
You'll make an impact by:
* Developing customer relationships, maintaining strategic account plans, and achieving sales revenue goals for assigned Navy accounts.
* Identifying and onboarding new Navy customers to establish a growing installed base.
* Understanding customer business processes, mission drivers, and strategic goals to align Siemens' digital transformation solutions to Navy priorities.
* Building and maintaining senior-level relationships within Navy leadership and commands through extensive customer engagement.
* Leading collaboration with the Federal ecosystem by engaging with system integrators, defense contractors, and OEMs to maximize Siemens' portfolio coverage and support.
* Engaging in industry associations and Navy-specific forums (e.g., Navy League, Sea-Air-Space Expo, NDIA, Navy Tech Bridges) to build domain expertise and position Siemens as a thought leader.
* Providing transparency on account reporting, forecasting, and planning activities.
You'll win us over by having the following qualifications:
Basic Qualifications:
* 8+ years of experience and broad knowledge of production, sustainment, and manufacturing environments across U.S. Navy shipyards, depots, bases, and Navy defense suppliers.
* Bachelor's degree in mechanical/electrical/computer engineering or computer science.
* Proven success in Sales, Business Development, Account Management, or equivalent role representing a broad industrial portfolio.
* Track record of operating across multiple channels (direct sales, distributors, system integrators, etc.) with consistent revenue growth and achievement of sales targets.
* History of growing account relationships in new business areas.
* Strong understanding of Navy customers, Federal market operations, and mission priorities.
* Demonstrated ability to systematically drive effective sales campaigns.
* Legally authorized to work in the United States on a continual and permanent basis without company sponsorship.
Preferred Qualifications:
* Experience with the U.S. Navy (civilian or military service).
* Knowledge of defense contracting mechanisms (IDIQ, BPA, SEAPORT, GSA, OTA, etc.).
* Experience in industrial automation and networking.
* Interest in new technologies such as Artificial Intelligence, Digital Twin, and/or Edge computing.
* MBA or advanced degree.
Ready to create your own journey? Join us today.
About Siemens:
We are a global technology company focused on industry, infrastructure, transport, and healthcare. From more resource-efficient factories, resilient supply chains, and smarter buildings and grids, to sustainable transportation as well as advanced healthcare, we create technology with purpose adding real value for customers.
Our Commitment to Equity and Inclusion in our Diverse Global Workforce
We value your unique identity and perspective. We are fully committed to providing equitable opportunities and building a workplace that reflects the diversity of society, while ensuring that we attract the best talent based on qualifications, skills, and experiences. We welcome you to bring your authentic self and transform the everyday with us.
#LI-DJ1
You'll Benefit From
Siemens offers a variety of health and wellness benefits to our employees. Details regarding our benefits can be found here: *****************************************************
The pay range for this position is $98,630 - $169,080 annually with a target incentive of 42% of the base salary. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications, and premium geographic location.
Equal Employment Opportunity Statement
Siemens is an Equal Opportunity Employer encouraging inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law.
EEO is the Law
Applicants and employees are protected from discrimination on the basis of race, color, religion, sex, national origin, or any characteristic protected by Federal or other applicable law.
Reasonable Accommodations
If you require a reasonable accommodation in completing a job application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please fill out the accommodations form by clicking on this link Accommodation for disability form. If you're unable to complete the form, you can reach out to our AskHR team for support at **************. Please note our AskHR representatives do not have visibility of application or interview status.
Pay Transparency
Siemens follows Pay Transparency laws.
California Privacy Notice
California residents have the right to receive additional notices about their personal information. To learn more, click here.
Criminal History
Qualified applications with arrest or conviction records will be considered for employment in accordance with applicable local and state laws.
Account Executive - Cybersecurity Sales
Boston, MA jobs
As an Account Executive, a.k.a. Client Director (CD), you'll focus on selling Optiv security services and security technology solutions to a select few strategic accounts (typically less than 10) within the Boston Metro Area. You'll be responsible for owning and coordinating all aspects of the sales cycle within your assigned account(s), and leading a cross-functional team to build and execute a multi-year strategic account management plan for each of your accounts. Members of this cross-functional team will include a Client Solution Architect, Executive Advisory Director, and a Client Operations Specialist. For clarity, the CD will lead this team, although team members will be managed from a human relations perspective by managers within their respective organizations. As such, the CD is not considered to be a people management position but rather the leader of sales execution with support of your team.
How you'll make an impact
Build trusted, effective and productive relationships with client executives at multiple levels within assigned accounts.
Lead your team to create a multi-year strategic account management plan based upon identified client business, technology and security goals, coupled with Optiv's understanding of security trends, threats, and points of view for each assigned account.
Build a large sales pipeline, ideally 3-4 times assigned targets, within assigned accounts and achieve/exceed gross margin objectives in excess of $1.5M annually.
Manage current and multi-quarter forecasts with a high-degree of accuracy, currency and integrity.
Lead a cross-functional team to execute with discipline and in alignment with Force Management principles such as MEDDICC and Command of the Message, among others.
Effectively communicate Optiv's value proposition as it relates to security services and technologies expertise and capabilities.
Build strong, collaborative and productive relationships with technology partners and their respective sales personnel to both gain and share leads in support of building qualified pipeline and maximizing mutually beneficial sales opportunities.
Initiate and/or monitor and mediate all necessary communications between clients, vendors and members of your team (technical, sales, client operations, etc.) within each account.
Maintain collaborative and effective internal communications with Optiv team members relative to specific opportunities, associated requirements and client satisfaction.
What we're looking for
Experience in solution and services based sales through work in an Information Technology or Security environment typically gained over 7+ years.
Proven ability to build and execute territory and strategic account management plans with a track record of exceeding multi-million-dollar gross margin quotas.
Demonstrated ability to lead cross-functional dotted-line teams comprised of sales, technical, and support personnel in a highly effective fashion.
Strong business acumen and ability to correlate business goals with business and cyber security risk in support of developing complex security technology and services solutions.
Demonstrated ability to build strong and productive business relationships with key executives and sponsors within assigned accounts.
Strong presentation, verbal and written communication skills.
Strong negotiation experience.
Experience in and knowledge of the IT security market, Risk & Compliance market, and competitors.
History of demonstrated achievement exceeding plan and expectations.
#LI-CH1
What you can expect from Optiv
A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups.
Work/life balance
Professional training resources
Creative problem-solving and the ability to tackle unique, complex projects
Volunteer Opportunities. āOptiv Chips Inā encourages employees to volunteer and engage with their teams and communities.
The ability and technology necessary to productively work remotely/from home (where applicable)
EEO Statement
Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law.
Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv's selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice. If you sign up to receive notifications of job postings, you may unsubscribe at any time.
Auto-ApplySales Executive Capital Equipment
Boston, MA jobs
Job DescriptionBenefits:
401(k) after 12 months
Dental insurance
Health insurance
Training & development
Vision insurance
ARES Scientific is seeking a Sales Executive to represent our portfolio of advanced capital
equipment solutions in Maine, New Hampshire, Vermont, Rhode Island & Massachusetts. This
individual will sell both ARES Scientific's branded equipment, and equipment and consumables
from industry leaders such as Animal Care Systems, Miele, The Mopec Group, and Steelco.
This is a unique opportunity for a high-energy, entrepreneurial-minded sales professional with
technical aptitude, strong communication skills, and a desire to grow a lucrative book of business
with no earning cap.
Key Responsibilities
Develop and execute a strategic sales plan for the assigned territory to exceed sales targets
Actively prospect to uncover new sales opportunities with both new and existing clients
Build relationships and trust with manufacturer partners
Maintain and grow existing client relationships through consistent support and
consultative engagement
Sell and promote both ARES Scientific-branded and partner manufacturer equipment
Travel to client sites 4 days per week; 1 day per week dedicated to office work and
follow-up
Provide technical sales presentations and collaborate with internal specialists to propose
solutions
Maintain accurate pipeline and activity records using CRM software
Prepare proposals, reports, and presentations using Word, Excel, and PowerPoint
Use data and reporting tools to provide business intelligence to management
Ideal Candidate Profile
Resides within the assigned territory and is willing to travel consistently (4 days/week)
3+ years of experience in capital equipment or technical B2B sales (life sciences or
healthcare preferred but not mandatory)
Technically inclined and comfortable learning complex equipment specifications
Highly responsive, reliable, and ethical with extremely strong interpersonal and
communication skills
Positive-minded
Self-starter with entrepreneurial drive, great organizational and time management skills
Proficient in CRM systems, Microsoft Word, Excel, and PowerPoint
Solution-driven and skilled at asking insightful questions to uncover client needs
Fast learner, energetic, and able to adapt in a fast-paced environment
Compensation & Benefits
First 18 Months:
$100k base salary plus commission
Expense reimbursement
Medical insurance
Access to industry-leading training and tools
After 12 months: 401(k) eligibility with company match
After 18 Months:
Transition to a full commission-based structure
Unlimited earning potential with no cap
About ARES Scientific
ARES Scientific is a mission-driven company working with world-renowned institutions like
Dana-Farber Cancer Institute, The Rockefeller University, and NASA. Our mission is to
accelerate medical breakthroughs with innovative products and solutions. We specialize in
providing capital equipment, consumables, and tailored solutions to research laboratories,
hospitals, and vivariums throughout the world.
Why Join ARES Scientific?
Represent a trusted brand and industry-leading manufacturers
Work with some of the most influential research and healthcare institutions in the world
Join a team of highly motivated individuals who are committed to making a real impact
Thrive in a culture that values autonomy, integrity, and high performance
Flexible work from home options available.
Account Executive, II, MSP
Massachusetts jobs
Role: Account Executive - IT ( MSP )
Account Executive - for managed IT service provider seeking an experienced Account Executive with a hunter mentality to help drive the growth and development of the clientele base. Work alongside the VP of Sales providing best in class IT solutions and take control of your earning potential.
UNCAPPED COMMISSION OPPORTUNITY + Base + Benefits
The ideal candidate will have a deep understanding of IT services, including Infrastructure, Cloud technologies, IT Managed Services (ITMS), and/or IT Outsourced (ITO) services. Proven ability to build strong relationships with CIO, CTO, and other high-level business executives.
This role will focus on acquiring 4 new logos per month : IT Services: Help Desk, Azure Infrastructure, Automation [Robotic Process Automation - RPA] & Microsoft Business Applications.
Responsibilities:
Develop, track, and close sales leads through prospecting, leveraging your network, and gaining strategic partnerships.
Identify prospect requirements including technical, prospect infrastructure, configuration, and other requirements and call prospects to continually find new customers and projects.
Collaborate with technical staff to generate proposals.
Confidently present proposals to clients to engage interest in managed services.
Work collaboratively with the marketing team to develop informational seminars, marketing material, targeted campaigns, and qualified leads.
Effectively qualify opportunities to determine scope of work.
Manage pipeline and move opportunities along through to close independently.
Leverage networking events, chambers, and groups to promote the brand and build long lasting relationships.
Qualifications:
5+ years of experience selling to mid-market and enterprise customers in an account executive or sales position, specifically in the tech space (direct MSP experience preferred)
Ability to find potential clients pain points and offer solutions based on feedback
Ability to identify potential client targets and book exploratory meetings
Proven track record of sales performance including new business development.
Ability to travel throughout the area for client facing meetings.
Qualifications
Disclaimer:
Certain customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.
Range and benefit information provided in this posting are specific to the stated locations only
US: Hiring Range: from $150,000 - $175,000 per year. OTE
ITC maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect ITC 's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
ITC offers a comprehensive benefits package which includes the following:
Medical (HMO/PPO)
Life insurance and AD&D
Supplemental life insurance (Employee/Spouse/Child)
Health care and dependent care Flexible Spending Accounts
401(k) /SIPP Savings and Investment Plan with company match
Paid time off: Flexible Vacation
10 paid holidays
Financial planning and group legal
Field Sales Account Executive-Worcester, MA
Worcester, MA jobs
For 41 years, Rewards Network has been helping restaurants grow revenue, increase traffic, and boost customer engagement through innovative financial, marketing services, and premier dining rewards programs. By offering unique card-linked offers, we introduce diners to fantastic restaurant experiences, leveraging advanced technology and data analytics to deliver value to restaurants, diners, and our strategic partners' loyalty programs.
Our Culture
At Rewards Network, you'll be part of a driven and diverse team that excels in collaboration, issue resolution, and taking ownership of both personal growth and the company's success. We take pride in partnering with the world's most powerful loyalty programs to drive full-price paying customers to local restaurants through marketing services and flexible funding options. Our engaging and rewarding environment is designed to help you gain your full potential.
Job Overview
As an outside Account Executive, you will drive the company's growth while building your career and earning lasting rewards. We need your sales expertise and drive to help us grow local restaurants in your territory.
Join our Team.
This is a 100% remote field sales opportunity within the Worcester, MA territory. Candidates MUST live locally to this area.
Responsibilities
Prospect and acquire new customers through cold calling, door-to-door sales (25+ daily), and additional outreach to meet and exceed sales quotas.
Develop and grow a robust pipeline, scheduling in-person meetings with decision-makers and advancing sales through the process.
Build lasting relationships with new leads and existing customers, ensuring high engagement and awareness of new product offerings.
Meet and exceed weekly and monthly sales goals, including cold calls, in-person meetings, presentations, and closing deals.
Collaborate with internal teams, such as account managers and revenue operations, to ensure both individual and company-wide goals are met.
Maintain comprehensive sales records and follow-up activity in our CRM system (Salesforce).
Qualifications
4+ years of proven success in outside sales, preferably with experience with high volume sales in financial services, marketing, restaurant or related industry.
Prospector mentality with a persistent, self-motivated approach to new business development in a field sales environment.
Strong financial acumen, with the aptitude to confidently discuss fees, acceptance, and financials with customers.
Excellent communication, both verbal and written, with the aptitude to present to prospective customers and influence meetings.
Experience using CRM systems, ideally Salesforce, and familiarity with MS Office/Outlook.
High school diploma or equivalent.
What you'll love about us
Competitive base salary and uncapped monthly commissions
Accelerated earnings ramp for the first six months.
Auto allowance and eligibility for additional prizes, including our annual President's Club trip.
Sales Academy: In-depth training to help you build confidence and a thorough understanding of our products.
Comprehensive benefits including:
Competitive base salary, determined based on a candidate's experience and other factors. A reasonable estimate of the current range is between $70,000 and $80,000 annualized. Uncapped monthly commission, monthly auto allowance and eligibility for additional prizes for winners of sales contests and annual President's Club.
Generous dining reimbursement when you dine with our restaurant customers.
Promotion opportunities based on defined metrics and career path to Management.
Competitive Time Off Benefits: including flexible PTO, 11 company holidays, and parental leave.
401(k) plan with a company match
Two medical plan options- Standard PPO or High Deductible Health Plan (HSA with company match for HDHP participants)
Partnership with Rx n Go, offering certain prescriptions for free.
Two dental plan options and a vision plan
Flexible Spending Accounts and a pre-tax commuter benefit program
Accident, Critical Illness, and Hospital Indemnity Insurance Plans
Short Term and Long-Term disability
Company-paid life insurance and AD&D insurance, supplemental employee, spouse, and child life insurance
Employee Life Assistance Program
Rewards Network is an Equal Opportunity Employer (EOE). We encourage and strongly support workplace diversity.
Expected Pay Range $70,000-$80,000 USD
Auto-ApplyMicrosoft Business Applications Sales Consultant
Boston, MA jobs
ITC WORLDWIDE is seeking a dynamic and experienced Microsoft Business Applications Senior Sales Consultant
WFH or an ITC field office
Are you passionate about selling business applications solutions that empower organizations to achieve more? Do you have a proven track record of delivering results in a complex and competitive market? Do you have experience with Microsoft Dynamics 365 Finance & Operations or other ERP systems? If so, we want to hear from you.
To be successful in this position you will possess the following attributes:
Motivated and proactive professional with previous experience in end-to-end sales within Microsoft or equivalent Enterprise Applications.
5+ years face-to-face selling experience - Microsoft product suite expertise including D365, PowerApps and Business Central is highly regarded.
Demonstrated ability to hunt new business opportunities.
Ability to build and foster strong customer relationships in existing customer base.
A strong customer-centric approach and ability to network across a complex organization.
Skills in managing multiple commercial processes (new business sales), forecasting precisely and identifying challenges to positive commercial outcomes.
Develop and execute a sales strategy in designated territories and work with both vendor and Industry teams to execute.
Arrange and conduct customer meetings, serve as trusted advisor by understanding a customer's existing and future digital transformation roadmap and driving the sales.
Strong networking skills and industry experience
Ability to drive new business and get engaged with lead generation.
Liaising with solution consultants to drive correct business outcomes.
Desire to be involved in a rapidly growing business and take a leadership role in helping it thrive.
Strong personality motivated by continual improvement and self-development
Responsibilities:
Develop and execute sales strategies to grow revenue and market share in the Finance & Operations segment.
Build and maintain strong relationships with key decision makers and influencers across various industries and geographies.
Understand customer needs and pain points and propose value-added solutions that leverage Microsoft's D365 platforms and applications.
Collaborate with delivery and pre-sales teams to ensure proposed solutions align with client requirements.
Working with Marketing and Business Development personnel to help develop lead generation campaigns along with target marketing to specific verticals.
Ā· Manage the entire sales cycle, including prospecting, negotiations, and contracting
Develop and nurture a robust pipeline of prospects to achieve and exceed sales targets
Leverage your sales knowledge and existing Microsoft ecosystem network
Qualifications:
Minimum of 5 years of experience in selling enterprise software solutions, preferably in the ERP domain
Strong knowledge of Microsoft Dynamics 365 Finance & Operations or other ERP systems and their business benefits
Excellent communication, presentation, and negotiation skills
Ability to work independently and as part of a team in a fast-paced and dynamic environment.
Bachelor's degree in business, finance, or related field
Prior consulting services sales experience required, and an understanding of Microsoft's Business Applications preferred (Sales, Service, Marketing, Finance, HR, Supply Chain, and Project Operations)
Package Details
Contract W2 role for an experienced Tech Seller!
Base Salary (Draw) W2
Commissioned: from 1-3% on lifetime Support
+ Bonus on Managed Services
+Cash Bonus
What's in it for you
Qualified Leads
Technical Sales & Service Support
Product Selling Training Provided
Dynamics 365 - CRM
Dynamics 365 - Business Central
Microsoft 365
ISV Solutions (Offers)
Neural Impact Sales Optimization Training
Differentiation & Engagement
Effective Discovery & CIO Engagement
Project Impact & Objection Handling
$ 150,000.00
(US Dollar)
BIzzApp Sales 2. Acct exec 3. services & support consult
Sales Executive, Private Equity
Massachusetts jobs
As a Sales Executive, you'll be part of the FIS Private Markets sales team for Capital Markets Buy Side North America. FIS has robust applications and managed services for the illiquid alternative markets, creating automations for front, middle, and back-office processes for private equity and alternative investment firms. Firms rely on FIS services and solutions (Private Capital Suite, Digital Data Exchange, Deep Pool, Virtus, etc.. ) to help meet their needs in the entire investment/investor life cycle, including relationship management, reporting, monitoring, accounting, and investment management.
This team is a tight-knit group of self-motivated, high achieving and tenured sales professionals helping alternative asset managers scale their operations with industry-leading technology and unmatched services.
What you will be doing
Ā· Selling to both existing and new name accounts in the Alternatives Financial Services industry for Private Equity relying on your deep industry knowledge combined with your expertise around our software and services.
Ā· Sell multi-functional software solutions and services, a pure hunting role across your territory.
Ā· Engage territory and actively meet and/or exceed quarterly pipeline development, sales performance, and quota achievement goals.
Ā· Own the client relationship at the C-level, creating opportunities within assigned territory.
Ā· Utilize strong lead generation capabilities to successfully penetrate client and prospect at all levels of organization through and including C-suite
Ā· Adjust sales approach and strategy accordingly to various client drivers to solidify role as customer advocate Incorporate customer perspective, drivers, product/service relevancy to deliver persuasive client presentations
What you bring:
Ā· Minimum of 8 years of successful Senior Sales experience in the Private Equity & Alternative Investment space
Ā· Highly dynamic work ethic with strong relationship and negotiation skills.
Ā· Strong network and connections within the industry.
Ā· High level of motivation and software/technology acumen is paramount
Ā· Ability to showcase a proven track record of successful selling.
Ā·
Preferred Location: NY, NJ, MA, CT, PA, RI, Northeast
Added bonus if you have
Ā· Prior successful quota achievement is a must
Ā· Knowledge of FIS products: Private Capital Suite, DDX, Deep Pool, Virtus
Ā· Knowledge of FIS Private Equity main competitors and prospective landscape including (GP's, 3rd Party Admins, and LP's)
What we offer you
Ā· Competitive salary and excellent commission potential (upon entering a full sales executive role) Training across core financial, sales and FIS solutions
Ā· A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
Ā· A modern, international work environment and a dedicated and motivated team
Ā· The chance to work on some of the most challenging and relevant issues in financial services & technology
Ā· A fantastic range of benefits designed to help support your lifestyle and well-being
FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $98,200.00 - $162,040.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
#pridepass
Auto-ApplyStrategic Referral Management Executive
Boston, MA jobs
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the development and execution of strategic initiatives and/or processes aligned to the bank's priorities within a functional area and/or business. Key responsibilities include defining, developing, executing, monitoring, and/or refining strategic initiatives and/or processes including management of strategic reviews by senior leadership in close collaboration with key stakeholders and internal partners.
The Strategic Referral Management Executive is responsible for designing, executing, and managing Merrill's referral and lead generation strategy, leveraging the enterprise's broad client reach. This senior executive will maximize our enterprise-wide referral flows, deepen collaboration with partners across the bank, and ensure sustainable client growth in alignment with the bank's strategic objectives.
The executive will manage referral programs ensuring appropriate incentives, develop key performance metrics, envision and implement an operating model to maximize referral wins to/from Merrill.
The role requires a proven leader in business development within financial services, with experience leveraging large-scale networks, strategic partnerships, and cross-business synergies to deliver measurable increases in net new households and new money (NNM).
Responsibilities:
* Oversees the process for building and/or executing business initiatives and/or processes, while partnering with stakeholders and partners
* Solves complex problems and delivers on business initiatives and processes by applying subject matter expertise and technical knowledge of the business
* Engages with key stakeholders, partners, and business leadership to deliver on business objectives, while providing updates on strategic business initiatives
* Approves and oversees the development of strategic and tactical plans to drive progress towards business goals and objectives
Strategic Leadership & Growth
* Develop and oversee the referral and lead generation strategy in alignment with Merrill wealth management and Bank of America's priorities.
* Strengthen partnership with groups across the bank including Consumer, Workplace Benefits, Business Banking, Commercial Banking, Global Markets and the Corporate and Investment Bank, to identify and convert cross-business client opportunities.
* Serve as executive sponsor for key acquisition initiatives, ensuring strong governance, regulatory compliance, and risk management.
* Manage and oversee referral programs meant to drive responsible growth and capitalize on the bank's wide ranging client relationships.
Referral Network Development
* Lead enterprise referral programs that connect wealth management with internal business units.
* Create structured programs to reward and recognize internal teams for successful referral activity.
Business Impact & Revenue Generation
* Drive consistent growth in qualified leads, pipeline conversion, and AUM inflows.
* Partner with regional market leaders and wealth advisors to ensure seamless onboarding of referred clients.
* Monitor and report on referral KPIs, including referral volumes, conversion rates, and NNM impact at executive committee level.
Team & Organizational Leadership
* Lead a team of referral specialists, partnership managers, and business development professionals.
* Provide strategic guidance and tools to relationship managers to enhance referral effectiveness.
* Foster a high-performance culture emphasizing accountability, collaboration, and client impact.
Analytics, Reporting & Governance
* Oversee enterprise Client Relationship Management (CRM) and pipeline reporting for referrals, ensuring transparency and accuracy.
* Track ROI of referral channels and optimize resource allocation accordingly.
* Ensure adherence
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Opportunity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals.
* Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.
* Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.
* Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.
* People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.
* Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.
* Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.
* Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage.
Required Qualifications:
* 15+ years of leadership experience in wealth management, private banking, or financial services.
* Demonstrated success managing large-scale referral or client acquisition programs at a global financial institution.
* Strong executive presence with the ability to influence senior stakeholders across multiple business lines.
* Proven track record of building referral networks with measurable revenue outcomes.
* Deep understanding of UHNW/HNW client segments, private banking products, and global regulatory frameworks.
* Exceptional leadership, communication, and cross-functional collaboration skills.
Desired Qualifications:
* Enterprise Leadership: Ability to drive initiatives across multiple divisions and geographies.
* Growth Mindset: Focused on building scalable client acquisition engines.
* Relationship Management: Strong Center of Influence (COI) and professional network connectivity.
* Data-Driven Execution: Uses analytics to optimize decision-making and strategy.
* Change Leadership: Skilled at driving adoption of new programs in a large, matrixed organization.
Skills:
* Business Acumen
* Coaching
* Critical Thinking
* Result Orientation
* Strategic Thinking
* Analytical Thinking
* Collaboration
* Customer and Client Focus
* Influence
* Stakeholder Management
* Adaptability
* Innovative Thinking
* Oral Communications
* Planning
* Prioritization
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Strategic Referral Management Executive
Boston, MA jobs
New York, New York;Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************
**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for leading the development and execution of strategic initiatives and/or processes aligned to the bank's priorities within a functional area and/or business. Key responsibilities include defining, developing, executing, monitoring, and/or refining strategic initiatives and/or processes including management of strategic reviews by senior leadership in close collaboration with key stakeholders and internal partners.
The Strategic Referral Management Executive is responsible for designing, executing, and managing Merrill's referral and lead generation strategy, leveraging the enterprise's broad client reach. This senior executive will maximize our enterprise-wide referral flows, deepen collaboration with partners across the bank, and ensure sustainable client growth in alignment with the bank's strategic objectives.
The executive will manage referral programs ensuring appropriate incentives, develop key performance metrics, envision and implement an operating model to maximize referral wins to/from Merrill.
The role requires a proven leader in business development within financial services, with experience leveraging large-scale networks, strategic partnerships, and cross-business synergies to deliver measurable increases in net new households and new money (NNM).
**Responsibilities:**
+ Oversees the process for building and/or executing business initiatives and/or processes, while partnering with stakeholders and partners
+ Solves complex problems and delivers on business initiatives and processes by applying subject matter expertise and technical knowledge of the business
+ Engages with key stakeholders, partners, and business leadership to deliver on business objectives, while providing updates on strategic business initiatives
+ Approves and oversees the development of strategic and tactical plans to drive progress towards business goals and objectives
Strategic Leadership & Growth
+ Develop and oversee the referral and lead generation strategy in alignment with Merrill wealth management and Bank of America's priorities.
+ Strengthen partnership with groups across the bank including Consumer, Workplace Benefits, Business Banking, Commercial Banking, Global Markets and the Corporate and Investment Bank, to identify and convert cross-business client opportunities.
+ Serve as executive sponsor for key acquisition initiatives, ensuring strong governance, regulatory compliance, and risk management.
+ Manage and oversee referral programs meant to drive responsible growth and capitalize on the bank's wide ranging client relationships.
Referral Network Development
+ Lead enterprise referral programs that connect wealth management with internal business units.
+ Create structured programs to reward and recognize internal teams for successful referral activity.
Business Impact & Revenue Generation
+ Drive consistent growth in qualified leads, pipeline conversion, and AUM inflows.
+ Partner with regional market leaders and wealth advisors to ensure seamless onboarding of referred clients.
+ Monitor and report on referral KPIs, including referral volumes, conversion rates, and NNM impact at executive committee level.
Team & Organizational Leadership
+ Lead a team of referral specialists, partnership managers, and business development professionals.
+ Provide strategic guidance and tools to relationship managers to enhance referral effectiveness.
+ Foster a high-performance culture emphasizing accountability, collaboration, and client impact.
Analytics, Reporting & Governance
+ Oversee enterprise Client Relationship Management (CRM) and pipeline reporting for referrals, ensuring transparency and accuracy.
+ Track ROI of referral channels and optimize resource allocation accordingly.
+ Ensure adherence
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Opportunity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals.
+ Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.
+ Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.
+ Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.
+ People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.
+ Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.
+ Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.
+ Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage.
**Required Qualifications:**
+ 15+ years of leadership experience in wealth management, private banking, or financial services.
+ Demonstrated success managing large-scale referral or client acquisition programs at a global financial institution.
+ Strong executive presence with the ability to influence senior stakeholders across multiple business lines.
+ Proven track record of building referral networks with measurable revenue outcomes.
+ Deep understanding of UHNW/HNW client segments, private banking products, and global regulatory frameworks.
+ Exceptional leadership, communication, and cross-functional collaboration skills.
**Desired Qualifications:**
+ Enterprise Leadership: Ability to drive initiatives across multiple divisions and geographies.
+ Growth Mindset: Focused on building scalable client acquisition engines.
+ Relationship Management: Strong Center of Influence (COI) and professional network connectivity.
+ Data-Driven Execution: Uses analytics to optimize decision-making and strategy.
+ Change Leadership: Skilled at driving adoption of new programs in a large, matrixed organization.
**Skills:**
+ Business Acumen
+ Coaching
+ Critical Thinking
+ Result Orientation
+ Strategic Thinking
+ Analytical Thinking
+ Collaboration
+ Customer and Client Focus
+ Influence
+ Stakeholder Management
+ Adaptability
+ Innovative Thinking
+ Oral Communications
+ Planning
+ Prioritization
_It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. _
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Sales Executive
Boston, MA jobs
ConnectPay offers online payroll solutions and is committed to providing first-name-basis service and technology-first innovation. ConnectPay has steadily built a reputation as a flexible and responsive resource for all of its clients with a complete suite of solutions that make growing your business easier.
Today, thousands of small and mid-sized businesses use
ConnectPay
to process payroll, automate taxes, and integrate data. And every single one of them is able to leverage
ConnectPay's
services and resources while remaining connected to their own independent brokers and advisors. Our customers trust us to make their core business activities simpler, and we trust them to choose the best and brightest brokers for their unique needs.
Mutual trust is a beautiful thing.
With offices outside Boston, Detroit and in Fairfield, we are among the fastest growing private companies in Massachusetts, now is your chance to play a key role in the success and continued growth of our dynamic company.
To learn more visit *********************
Job Description
If you like hearing the "cha-ching" of hitting goals, and possess a keen understanding of customer decision-making, our fast-growing company could be your next opportunity.
ConnectPay
was named on the 2016 "50 fastest growing private companies" by the Boston Business Journal.
A
ConnectPay
Sales Executive plays a critical role in the growth of the company. Attracting new clients, sourcing new sales opportunities and channels, and closing sales to achieve or exceed goals. The role will share in the development of the sales process and culture. A successful Sales Exec increases revenue by educating clients, generating leads, qualifying prospects and managing the sale of products and services designed to connect. We expect the people-person in you to shine regularly as you develop long term relationships within our ācenters of influenceā community of CPA's, insurance brokers, financial advisors, bookkeepers, bankers, etc
ConnectPay
offers Sales Exec's an industry competitive base salary, along with commission and bonus programs; and employee benefits such as health, retirement, and paid time off.
Responsibilities
:
Ā·
Serve in an advisory capacity for business owners, educating on best payroll and HR practices
Ā·
Use solid planning skills to source opportunities and meet team sales targets
Ā·
Prospect and acquire a āFedEx routeā of lead flow and activity from referral sources
Ā·
Evaluate the needs of both clients and referral sources to build productive, long-lasting relationships
Ā·
Manage, forecast and document the entire Sales process through CRM database
Qualifications
Ā·
Proven sales experience with track record of over-achieving quota
Ā·
Strong communication, negotiation, presentation and interpersonal skills
Ā·
Experience working with CRM solutions to manage activity
Ā·
Desire to win and "contribute you all" to maximize your earnings and the company's growth
Ā·
Possess a mindset of accuracy, urgency, and organization
Ā·
Driven work ethic and ability to execute in a team work environment as an individual contributor
Ā·
Quick learner, self motivated and confident personality
Ā·
Add to and enhance
ConnectPay's
current lead channels with your energy, experience, and ideas
Ā·
Interest in our entrepreneurial opportunity to build a rapidly growing company
Ā·
Maintain a professional, tidy appearance
Ā·
Reliable automobile
Job Type: Full-time
Required education:
Ā·
Bachelor's
Required experience:
Ā·
Sales: 3 years
Required license or certification:
Ā·
Driver's License
Additional Information
What We Offer
(Compensation & Benefits)
Base Salary with accelerating Commission Program
Quarterly and Annual Bonus Program
Auto and Phone allowance
Customer Expense allowance
Medical, Dental and Vision benefit plans
Life Insurance, short term and long term
401(k) retirement options with generous match
Guaranteed paid vacation time through PTO policy
Professional development and advancement opportunities
Eligibility for stock options in the event of a sale/acquisition
Account Executive
Boston, MA jobs
THE ROLE: Account Executive TeenVoice provides forward thinking organizations with a quick and intuitive way to gain deep market research insights on the coveted (and elusive!) teen audience. Smart companies work with us to understand the preferences, values and behaviors that drive the US teen today so that they can best position their business in the here and now, and for the future. They know their business, we know TEENS!
As an Account Executive, you'll help great consumer brands, leading tech companies, Media brands and Retail giants to discover what matters most to teens so that they can program their future. You'll have the opportunity to significantly impact the growth of our company and help redefine the way companies connect to the teen mindset.
What You'll Do:
* You'll drive the full sales cycle, continuously seeking creative strategies to attract and deliver new business wins
* You'll source exciting new revenue opportunities and be responsible for cultivating a healthy pipeline in partnership with our marketing and SDR teams
* You'll develop a deep expertise of TeenVoice, our suite of research and survey solutions, and the market research ecosystem in total
* You'll help companies learn and confirm what matters to teens so that they can make sure they are aligned with this critical consumer group
* You'll craft and execute a plan to achieve your sales targets
* You'll leverage a robust sales tech stack including Hubspot, Linkedin Sales Navigator, Chorus, ZoomInfo, etc
About You:
* You have 2-5 years of experience in a consultative sales role and a track record of high achievement
* You have an extreme hunger to be successful and will make sacrifices in order to win
* You have thrived in a startup or similar environment where the only constant is change-You can handle ambiguity and adapt to new information quickly
* You embrace aggressive goals and work hard to achieve them
* You're resilient-When it comes to winning new business, you know that every no gets you closer to a yes
* You're naturally curious and invest time and energy into learning more about the sales process, your prospects, and the solutions you're selling
* You hustle! All that preparedness doesn't slow you down
Salary Range: $87,000 - $115,000
TeenVoice is committed to fair and transparent pay. In determining compensation, we consider a variety of job-related factors, including prior experience, certifications and licenses, skills and expertise, geographic location, and internal equity.
We take a total compensation approach, meaning we look beyond salary alone to support, reward, and recognize the whole individual. Depending on role eligibility, your offer may also include a bonus, retirement plan participation, generous paid time off, and comprehensive health and life insurance benefits. As a result, final offer amounts may vary from the salary range listed in the job posting. Join our mission-driven organization to enjoy these perks and benefits as well as investment in your growth, contributions, and future.
Why TeenVoice:
You will be coming in on the ground floor of a huge opportunity with a chance to impact our growth and development in a meaningful way. We invest in growing our people-personally and professionally.
At TeenVoice, we believe that great ideas come from anywhere. We support a collaborative environment and value open participation from individuals with different ideas, experiences, and perspectives. We believe having a diverse team makes us a more interesting, inclusive and innovative place to work, and that it ultimately contributes substantially to our success as a company.
If this could be your dream job, please submit a cover letter and resume, so we can get to know you a little better.
#LI-Hybrid
Venue Account Executive
Boston, MA jobs
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
Recognized by Newsweek as one of AMERICA'S MOST LOVED WORKPLACES for three consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total wellbeing. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
The Venue Sales Associate will report directly to the Director of Sales. You will serve as a trusted adviser, obsess about closing the next deal and have the tenacity and hustle to make it happen.
Responsibilities:
* Grow Venue's customer base by prospecting directly among target accounts such as investment banks, private equity firms, law firms, accounting advisors.
* Participate in the sales process from lead generation to qualification to close.
* Execute a strategic plan within designated territory to generate revenue.
* Establish a strong and consistent cadence of in-person meetings, organize networking events and attend conferences to improve brand and client exposure to the Venue product.
* Foster new relationships through outbound efforts and establish positive relationships with senior executives and decision-makers.
* Develop a plan and prioritize your time to focus on high impact activities to achieve key performance indicators.
* Cross collaboration with Reps from other areas of DFIN to leverage existing relationships and ensure that all appropriate service offerings are presented to target clients.
* Work closely with Product, Marketing, Service Delivery, Business Development and both the Venue and GCM sales team to ensure client happiness by serving as the voice of the customer.
* Update Salesforce daily to track activity, client and product insights, account coverage and sales pipeline.
Qualifications:
* Bachelor's degree or equivalent experience required.
* 6 to 24 months of general business experience.
* Desire to build a professional career in sales.
* Interest in and/or desire to learn about financial transactions.
* Excellent communication skills: Ability to engage prospects with clear, concise, and persuasive communication.
* Strong listening skills: Actively listen to understand customer needs and pain points.
* Persistence and resilience: Ability to handle rejection and consistently follow up with prospects.
* Sales acumen: Basic understanding of sales principles, including objection handling and closing techniques.
* Technical proficiency: Familiarity with CRM software and other sales tools.
* Time management skills: Effectively manage leads and prioritize high impact activities.
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to Accommodations@dfinsolutions.com.
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from noreply@dfinsolutions.com. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via *********************************** (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
Nearest Major Market: Boston
Job Segment: CRM, Technology
Easy ApplyAccount Executive - Commercial Card
Boston, MA jobs
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Annual Salary: $91,000.00 - $107,000.00 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to sell card payment services to "C" level associates at targeted enterprise level businesses, hospitals, educational and government entities. These targeted companies may, or may not, have an established relationship with Commerce Bank.
Essential Functions
* Conduct sales calls using consultative business process reviews and move each prospect through the sales cycle from first appointment to contract signing
* Set appointments with prospects through the telephone, email, and marketing campaigns
* Identify prospect goals and objectives for process improvement then recommend solutions to help meet these goals and objectives
* Provide value-added services, including technical support, product development and relationship management
* Negotiate contract terms and pricing that will be appealing to the customer and deliver an acceptable return to Commerce
* Prepare customized requests for information, requests for proposal, file spend analysis, proposals and sales presentations
* Perform other duties as assigned
Knowledge, Skills & Abilities Required
* Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
* Thorough understanding of business concepts including account payable, purchasing and accounting systems
* Strong knowledge of the consultative sales process
* Strong data analysis skills
* Superior presentation skills
* Able to work independently but with some oversight from direct supervisor
* Ability to manage relationships independently and negotiate sales and contracts
* Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
* Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
* Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
* Advanced level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
* Bachelor's degree in Business Administration or equivalent combination of education and experience required
* 5+ years new customer acquisition sales or related experience required, preferably within the banking field
* Proven track record within a team selling and lead sharing environment required
* Association with CFMA - Construction Financial Mgmt Association preferred
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.
Level of role is determined by knowledge, experience, skills, abilities, and education
* For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Account Executive III and Senior - Commercial Card job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $91,000 to $107,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
#LI-Remote
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: Remote, Boston, Massachusetts 02151
Time Type:
Full time
Auto-ApplyAccount Executive - Commercial Card
Massachusetts jobs
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Annual Salary: $91,000.00 - $107,000.00 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to sell card payment services to āCā level associates at targeted enterprise level businesses, hospitals, educational and government entities. These targeted companies may, or may not, have an established relationship with Commerce Bank.
Essential Functions
Conduct sales calls using consultative business process reviews and move each prospect through the sales cycle from first appointment to contract signing
Set appointments with prospects through the telephone, email, and marketing campaigns
Identify prospect goals and objectives for process improvement then recommend solutions to help meet these goals and objectives
Provide value-added services, including technical support, product development and relationship management
Negotiate contract terms and pricing that will be appealing to the customer and deliver an acceptable return to Commerce
Prepare customized requests for information, requests for proposal, file spend analysis, proposals and sales presentations
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Thorough understanding of business concepts including account payable, purchasing and accounting systems
Strong knowledge of the consultative sales process
Strong data analysis skills
Superior presentation skills
Able to work independently but with some oversight from direct supervisor
Ability to manage relationships independently and negotiate sales and contracts
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Advanced level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
Bachelor's degree in Business Administration or equivalent combination of education and experience required
5+ years new customer acquisition sales or related experience required, preferably within the banking field
Proven track record within a team selling and lead sharing environment required
Association with CFMA - Construction Financial Mgmt Association preferred
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.
**Level of role is determined by knowledge, experience, skills, abilities, and education
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Account Executive III and Senior - Commercial Card job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $91,000 to $107,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
#LI-Remote
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: Remote, Boston, Massachusetts 02151
Time Type:
Full time
Auto-Apply55ip - Enterprise Business Development Associate
Boston, MA jobs
Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth and asset management. We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class wealth and asset management firms, such as BlackRock, Fidelity, J.P. Morgan, Raymond James, and others, we've experienced breakthrough growth over the last two years. Today, over 390 financial advisor firms have trusted over $60 billion in assets under supervision with 55ip.
Job summary:
As an Enterprise Business Development Associate within the Enterprise Solutions team at 55ip, you will be responsible for helping financial advisors understand the value of 55ip's Tax-smart Platform while offering timely, scalable solutions. You will play a key role in driving platform adoption in partnership with the Advisor Success and Business Development Teams. This role provides an opportunity to demonstrate your passion for the financial technology industry, offering solutions to a diverse group of Enterprise RIA and Wealth Management clients. A successful candidate must demonstrate their capabilities to work cross functionally both internally throughout all 55ip functions, from Product, Quantitative Research, Technology, Sales, and Service to supporting and driving financial advisors to adopt 55ip's Platform and investment solutions.
Job responsibilities:
Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the 55ip value proposition
Provide superior client service by being responsive, thoughtful, and making the clients' needs the focus
Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
Partner with Enterprise ASM (Advisor Success Manager) by being completely aligned on the objectives needed to achieve the 55ip's asset (AUM) ramping goals
Demonstrate effective relationship management skills by focusing on timely follow-up, advisor scheduling, and lead generation
Convey the thought leadership of our Advisor Solutions team to aid clients' understanding of the ever-changing market landscape and how they can benefit from leveraging 55ip's platform
Required qualifications, capabilities, and skills:
Bachelor's degree at minimum
Passion for sales and the financial markets - understanding the value of tax management
Proven results shown through sustainable achievement in a competitive environment
Demonstrated ability to work in a team and collaborate cross functionally
Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace
Capacity to build relationships across the entire organization and with our partner firms
Willingness to wear multiple hats and support the buildup of new functions
Preferred qualifications, capabilities, and skills:
2-5 years of financial service experience preferred and/or related sales leadership experience
Preferred experience in asset and wealth management - including consulting with financial advisors
Expertise in utilizing a CRM, e.g. Salesforce is preferred
Auto-ApplyRegional Sales Executive
Cambridge, MA jobs
Job Description SUMMARYVerve Motion is building a world-class team to commercialize wearable solutions to augment and protect industry workers across multiple verticals. Verve's connected wearable system can be worn all day, every day by industry associates to reduce fatigue, mitigate risk of injury, and augment performance. Verve is building a world-class team to commercialize wearable solutions that empower the way people move in the world. Our first product is a lightweight, connected wearable system that can be worn all day, every day by industry associates to improve worker safety, and experience. Verve is growing and launching partnerships with some of the leading companies in the world to augment and protect their workforce and we have the unique potential to change the lives of millions of workers.We are looking for a talented Regional Executive to drive sales as we work towards creating the warehouse of the future.More info at vervemotion.com
ROLE
Identify, reach and influence senior-level decision makers, stakeholders and industry influencers within targeted company types, accounts and territories.
Work closely with senior executives to develop sales strategies and tactics to close business and build reference accounts
Be responsible for developing a robust pipeline and close sales in the supply chain and logistics industry.
Drive referenceable customer satisfaction in your accounts
Expertly demonstrate Verve Motion technology to end users
Develop champions, stakeholder mind-share, and close at the VP/C-level
Collaborate with other members of the customer success team, engineering and product teams to exceed customer expectations and develop customer relationships
Meet and/or exceed sales and new business goals
YOU:
Are excited to work in a fast-paced, fast-growing startup
Have a track record of exceeding sales quotas and new business targets for B2B products.
Ability to operate and move complex sales through multiple stakeholders within organizations.
Demonstrated success working closely with senior executives to develop sales strategies and tactics to close business and build reference accounts
Client advocate that develops deep relationships throughout an organization
Experience commercializing technology in the supply chain / warehouse markets is a plus.
Have excellent communication and organizational skills
Have strong analytical, problem-solving and multitasking skills
75%+ travel and/or customer face time
We offer:
The opportunity to make an immediate and visible impact in a fast-growing company with lots of potential as we work towards transforming worker safety, well-being and experience of millions of workers in the US.
Passionate and fun teammates.
Wear robots at work!
Verve is dedicated to building a diverse team of individuals who are committed to contributing to an inclusive environment. Some of our core values include respect for all, serving the greater good, and welcoming individuals from diverse backgrounds, experiences, and perspectives.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Even if you do not check every box, but see yourself contributing, please apply.