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Account Executive

Company: Fidelity Investments
Location: Boston
Posted on: November 26, 2022

Job Description:

Job Description:The RoleCatchlight, a startup in Fidelity Labs, is seeking a SaaS Account Executive. The startup s focus is building innovative SaaS technology for independent financial advisors (RIA and BD) who seek faster organic growth. This role will be responsible for working closely with prospects and other internal relationship management teams to drive a SaaS sales pipeline. Experience with successfully carrying a SaaS sales quota is a requirement for this role. The Expertise and Skills You Bring

  • High touch sales with experience driving all stages of deals (discovery calls to closing the deal).
  • Demonstrated experience of beating sales quota, ideally selling SaaS solutions. Role carries a quota. Variable compensation is based on quota achievement.
  • Experience scaling ARR revenue for start ups as a sales hunter and leader.
  • Experience selling Digital Marketing, CRM or related SaaS is a big plus. Travel may be required
  • Executing as a sales leader and closing deals by managing and growing the pipeline.
  • Working collaboratively with relationship managers to source and cultivate new opportunities.
  • Prior success closing deals of varying ticket size. Our product starts at $150/month/advisor and scales up based on the number of seats and additional use cases,
  • Experience working in small team (or startups) that is undergoing rapid growth
  • Experience utilizing a CRM (such as SFDC) to manage sales cycle and provide accurate forecasts.
  • Experience managing strategic opportunities with both rapid sales cycles (days) to longer, more complex sales cycles (months)
  • You are self-driven, make things happen and show a strong desire to succeed.
  • You get deals done while you are client focused and passionate about delivering value for your clients.
  • You are a straight talking sales hunter and show integrity in all your client and non-client interactions. The TeamWe are Fidelity Labs, Fidelity Investments in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve.Fidelity Labs is a dynamic workplace that combines the best parts of startup life---building from scratch, adapting quickly, and moon-shot ambition---with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at .Certifications: Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " Dynamic Working ."We invite you to Find Your Fidelity at .Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.

Keywords: Fidelity Investments, Boston , Account Executive, Other , Boston, Massachusetts

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