An Account Executive is an experienced, motivated sales team member who will be responsible for identifying, developing, and closing new subscription agreements with some of the largest and most reputable firms in the market, as well as, managing and growing existing client relationships. In this role, you will be responsible for strategic planning and account management across a designated sales territory or client group and will be required to take full ownership within your geographic jurisdiction and client type.
The role requires you to successfully retain and grow existing account revenue while driving sales agendas and meeting or exceeding monthly net sales quotas.
What you’ll be doing:
- Manage the sales process from beginning to end, securing introductions with decision makers while providing support to users, achieving, and surpassing your sales quota
- Develop a pipeline of new business opportunities within a defined sales territory; this includes new prospective customers and within an existing customer base
- Provide prospective new business clients with an understanding of Preqin’s products and offerings while developing new relationships with key stakeholders at each firm
- Manage all aspects of the renewal cycle for our client’s subscription relationships, with a focus on expansion opportunities within accounts and subscription renewals
- This includes proactive and consultative client support, ensuring high retention and net revenue growth
- Provide clients and prospects with detailed proposals, product demonstrations, and consultations (in person preferred, or via phone)
- You will work collaboratively within a team environment to prioritize the interests of our customers and the firm; including but not limited to product, marketing, and close engagement with the commercial team – customer services, customer success and sales development
- Provide actionable customer feedback to key stakeholders including, but not limited to, marketing, product development and research
- Occasional travel to client sites/events/conferences within territory, as required
- Accurately report internal administration: CRM activity log, sales pipeline forecasting, monthly reports to management, renewal planning and proposal preparation Build a strong working knowledge of competitive intelligence space and Preqin product positioning
- Develop Preqin product, technical, and alternative investment market knowledge including passing CAIA fundamentals within 30-days
- Present Preqin products and services to clients, peers, and key plans to management as it relates to performance and planning, including quarterly business planning
- Meet and exceed sales KPI metrics including emails, calls, meetings, and demonstrations
What you’ll bring to us:
- Three to eight years of transferrable sales experience in an account management and/or new business role (in a similar discipline preferred: financial services, alternative investments, B2B SaaS sales, solution selling)
- Excellent interpersonal, verbal, and written communication
- Proven track record in hitting quota and retention targets.
- Organized, detail-oriented with the ability to prioritize and respond quickly
- Negotiation skills as it relates to renewal upsells, cross-selling, and additional product add-ons
- Highly proficient in MS Office Suite and CRM systems
- Working knowledge of the financial market data space, alternative assets, and financial services industries
- Sales motivated, team-focused attitude, and willingness to collaborate with peers, product management, and internal key constituents at the firm
- Bachelor's degree in finance, business or related field required
Why join us?
We centre our culture in our teams members growth, sparking their curiosity and fuelling their career adventures. We celebrate and recognise contribution, high performance and strong collaborative behaviours. We’re building and growing our learning programs, frameworks and tools to help people thrive and it's an exciting time to join us. We support our internal communities and donate our time, knowledge and support to the communities that surround our offices globally.
Equal opportunities
Preqin is an equal opportunity employer, with diversity at the heart of our business. It is the policy of Preqin to ensure equal employment and consider all qualified applicants without regard to race, colour, religion, sex, sexual orientation, marital status, gender identity or expression, national origin, age, disability, pregnancy, veteran status, genetic information, socioeconomic status, political affiliation, or any other basis prohibited by applicable law.
About Preqin
You will be joining the world’s leading data and insights provider for the alternative assets market. We empower the global financial community with critical information and leading analytics solutions to help them make faster and smarter investment decisions, and to make them with confidence. A forward-thinking company, we lead our industry through innovation. We trust in the power of data, and we use it to increase transparency in alternatives. We believe that access to information leads to more investment in the ideas and infrastructure that build strong communities.
