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- Tasks: Engage with leads, conduct outreach, and deliver platform demos to potential clients.
- Company: With Intelligence, a dynamic firm in the financial services sector.
- Benefits: Uncapped commission, flexible Fridays, wellness days, and social events.
- Why this job: Join a vibrant team and make an impact in the financial services industry.
- Qualifications: Confident phone manner, sales experience, and strong organisational skills.
- Other info: Enjoy a hybrid working environment and a supportive company culture.
The predicted salary is between 28800 - 48000 £ per year.
Account Executive – Foliometrics
Position: Full-time
Commission: Uncapped, quarterly
Working pattern: Hybrid (three days a week in our office)
About Foliometrics
Foliometrics is a premier CRM solution designed specifically for the asset management industry, trusted by Investor Relations professionals within the alternatives space. Our platform empowers teams to enhance their client relationships, streamline operations, and make data‑driven decisions. As we expand into the untapped U.S. market, we are seeking a motivated and skilled Account Executive to join our dynamic team.
Responsibilities
- Sales Development: Identify and engage prospective clients within the asset management and alternatives space. Utilize a consultative approach to understand their needs and present tailored solutions.
- Relationship Building: Foster strong relationships with clients and industry professionals, acting as a trusted advisor to guide them in maximizing the value of our CRM.
- Market Insight: Stay informed about industry trends, competitor offerings, and client needs to effectively position Foliometrics in the market.
- Collaboration: Work closely with marketing, product, and customer success teams to align strategies and ensure seamless customer experiences.
- Performance Tracking: Maintain accurate records of sales activities, forecast opportunities, and track performance against targets using our CRM system.
- Continuous Improvement: Engage in ongoing learning and skill development to enhance personal performance and contribute to team success.
Requirements
- Minimum of 1 year of experience in CRM sales, preferably selling related solutions in the financial services or asset management industry.
- Demonstrated success in meeting or exceeding sales targets and driving revenue growth.
- Exceptional communication and relationship‑building skills, with a knack for engaging stakeholders at all levels.
- Ability to thrive in a fast‑paced environment, adapting strategies as needed to meet evolving client needs and market conditions.
- Willingness to collaborate with colleagues across departments, sharing insights and supporting collective goals.
- Self‑motivated and driven, with a passion for helping clients succeed and a desire to contribute positively to the team culture.
Benefits
- 24 days PTO and bank holidays
- Uncapped commission
- Enhanced parental leave
- Wellness days and incentives
- Matched 401k
- Health and dental plans
- Birthday day off
- Employee assistance program
- Travel loan scheme
- Charity days
- Breakfast provided in the office
- Social events throughout the year
- Flexible Fridays – opportunity to finish early
- Hybrid working
Our Company
With Intelligence is based at One London Wall, London EC2Y 5EA. We offer amazing benefits, free breakfast daily and drinks provided all day, every day. We actively encourage social networks that oversee activities from sports, book reading to rock climbing, that you are free to join. As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team.
Equal Opportunity Employer
We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.
Apply today to be part of our journey.
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Account Executive employer: With Intelligence
Contact Detail:
With Intelligence Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive
✨Tip Number 1
Get to know the company inside out! Research With Intelligence and understand their PMR platform. This will help you tailor your conversations and show genuine interest when you reach out to potential clients.
✨Tip Number 2
Practice your pitch! Whether it’s a cold call or a demo, being confident and clear is key. Role-play with a friend or in front of a mirror to nail down your delivery and make it sound natural.
✨Tip Number 3
Network like a pro! Use LinkedIn to connect with industry professionals and join relevant groups. Engaging with others in the financial services sector can lead to valuable insights and potential leads.
✨Tip Number 4
Don’t forget to follow up! After your initial outreach, send a friendly reminder or additional information to keep the conversation going. Persistence shows your commitment and can set you apart from the competition.
We think you need these skills to ace Account Executive
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Account Executive role. Highlight your experience in B2B sales and any knowledge of the financial services sector, as this will show us you’re a great fit for our team.
Showcase Your Sales Skills: In your application, don’t shy away from sharing specific examples of how you've met or exceeded sales targets in the past. We love seeing numbers and achievements that demonstrate your success in a target-driven environment!
Be Personable: Since this role involves engaging with clients, let your personality shine through in your written application. A polite and confident tone will resonate well with us and reflect the manner we expect when interacting with potential clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at With Intelligence
✨Know Your Product Inside Out
Before the interview, make sure you thoroughly understand the PMR platform and its benefits. Familiarise yourself with its features and how it stands out in the financial services sector. This will help you answer questions confidently and demonstrate your genuine interest in the role.
✨Prepare for Role-Play Scenarios
Expect to engage in role-play during the interview, where you might need to conduct a mock sales call or demo. Practise your pitch and be ready to showcase your telephone manner and ability to build rapport. This is your chance to shine, so make it count!
✨Showcase Your Sales Achievements
Be prepared to discuss your previous sales experiences and how you've met or exceeded targets. Use specific examples that highlight your skills in B2B sales, especially in a phone-based environment. This will help the interviewers see your potential as an Account Executive.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, company culture, or how success is measured in the role. This shows your enthusiasm and helps you determine if the company is the right fit for you.
