Account Executive - Alternative Investments

As an Account Executive for Alternative Investments at SS&C, you will be responsible for establishing relationships with key decision-makers at target accounts like Private Equity, Hedge Funds, Venture Capital, and Real Estate funds. You will develop strategies to increase market share, research accounts, lead solution discovery, and present Intralinks' business solutions. The role involves maintaining a strong sales pipeline, meeting performance targets, and coordinating with global counterparts and product teams for new launches. You will also manage day-to-day activities including deal monitoring, client introductions, and contract processes.

Must Have

• Establish relationships with key decision-makers at target accounts (PE, Hedge Funds, VC, Real Estate).
• Develop strategy to gain market share with target accounts.
• Lead solution discovery to understand client requirements.
• Present Intralinks’ business solutions effectively.
• Maintain strong sales pipeline and forecast using Salesforce CRM.
• Meet monthly/annual performance targets and quota.
• Minimum 3 years in wholesale client-facing sales.
• Bachelor’s degree required.
• Excellent verbal and written communication skills.
• Understand fund types workflow and financial markets.
• Proficient in English and one Asian language.
• Experience managing complex sales cycles.
• Strong understanding of strategic sales skills.

Good to Have

• Previous job experience in financial markets or selling into fund clients (PE/VC/Real Estate/HF).
• SaaS software solution sales experience.
• Creativity and resourcefulness.
• Ability to work with all levels of client contacts.
• Ability to work with technical teams and internal departments.
• Ability to participate effectively as part of a team.
• CRM experience, preferably SalesForce.
• Shows control and maturity in difficult situations.
• Competitive, successful in highly ambiguous situations.
• Driven for success and intellectual curiosity.
• Ability to go “above and beyond” in networking and client engagement.
• Demonstrated ability to work independently and efficiently.

Job Description

Responsibilities

• Establish relationships with key decision-makers at target accounts (Private Equity, Hedge Funds, Venture Capital, Real Estate funds, etc)
• Develop strategy and plans to gain greater market share with target accounts
• Research key accounts to gain understanding of their market and industry, and to assess business opportunities
• Lead solution discovery to understand clients’ requirements, objectives and priorities
• Develop a thorough understanding of Intralinks’ services, updating service knowledge and sales presentations as technical specifications change
• Present Intralinks’ business solutions using appropriate sales approaches and techniques, including team and/or consultative presentations and efforts
• Maintain strong sales pipeline and forecast to increase visibility of short and long term prospects through our CRM system salesforce.com
• Meet agreed monthly/annual performance in both client activity (meetings/demo’s etc) and quota achievement
• Work to source media, press releases and case study opportunities
• Work closely with global counterparts and the product team for new product launches relevant for the assigned segment
• Day-to-day activity in assigned accounts to include:
• Monitoring and follow up on all current deals
• Facilitate introductions to new prospective clients
• Communicate issues and concerns to Product Management, Customer Service and other internal departments
• Manage the contract and approval process on new deals
• Assist training of new users within our client base
• Coordinate sell-through opportunities with direct sales representatives as appropriate
• Ensure IT and Business Management support contacts are debriefed and educated on new release functionality
• Facilitate communication with Product Marketing for development planning discussions
• Manage all information in our CRM system related to the account(s). This includes client contacts, client feedback etc.
• Measurements include:
• Net new sales
• Number of deals closed
• Market-share growth
• Pipeline growth
• Activity with various customer buying groups such as;
• Investor Relation professionals at funds
• Investment professionals at funds
• IT professionals at funds
• CEO and other C-level decision makers at funds

Basic Qualifications

• Minimum of 3 years in a wholesale client facing sales position
• Bachelors’ degree required
• Excellent verbal and written communication skills, including the ability to speak publicly to groups, and create and deliver effective, polished presentations
• An understanding of the workflow of various fund types (from capital raising to fund reporting, investments to exit process) and general knowledge about the financial markets
• Proficient in English and one Asian languages
• Experience managing complex sales cycles
• Strong understanding of strategic sales skills

Desired Qualifications

• Previous job experience in the financial markets preferably in fund management or selling into various fund (PE/VC/Real Estate/HF) clients
• SaaS software solution sales preferred
• Creativity and resourcefulness
• Demonstrated ability to work with all levels of contacts within our clients, from Analysts to Partners
• Ability to work with technical teams and internal departments to overcome service delivery obstacles
• Ability to participate effectively as part of a team
• CRM experience, preferably SalesForce

Personal attributes

• Shows control and maturity in facing difficult situations, demonstrates creativity and resourcefulness, competitive, most successful in highly ambiguous situations, is driven for success, and has intellectual curiosity
• Ability to go “above and beyond” in networking and client engagement efforts. (Will include some activities outside of general business hours.)
• Demonstrated ability to work independently and efficiently

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.