• ExecuNet
  • $133,705.00 -133,705.00/year*
  • Wakefield , MA
  • Sales
  • Full-Time
  • 213 Water St

Company is looking for a self-motivated, results-driven sales representative for our industry leading wealth management platform, CompanyONE. CompanyONE is an enterprise-scale SaaS platform that enables financial advisors and institutions to efficiently manage and trade their clients portfolios. CompanyONE has a subscription revenue model and targets the broker-dealer, bank trust, RIA, and asset management markets. Company is a pre-IPO company with offices in Wakefield, MA, Jersey City, NJ, and Chicago, IL.

Skills & Requirements:

  • Experience selling enterprise software solutions or services into financial institutions.
  • Proven sales methodology from prospecting to closing.
  • Lots of positive energy and excellent client-facing and negotiation skills are a must.
  • Minimum of 5 years of significant strategic selling experience to C-level decision makers; 7+ years is preferred
  • Must have demonstrated success meeting a quota in a highly competitive environment
  • Must have technical acumen to understand business requirements and to articulate Company advantages
  • Series 65 or other FINRA licenses strongly desired
  • Travel required, any location is acceptable but frequent visits to the headquarters in Wakefield, MA will be required in the first year.

Key Attributes:

  • High energy and excellent client-facing skills


  • Bachelor s degree; Technical or Finance degree preferred

Associated topics: b2e, business intelligence, business planning, business technology, customer, guest, inside sales, sales, territory manager, territory sales

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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