Account Executive

The role

The Account Executive will close sales in the SPV product to grow revenue, brand, and market position. This role involves nurturing leads, conducting product demos, and managing a book of business.

What you will do

• Develop a deep understanding of the product offering and communicate value to prospects
• Own a quota and book of business for the core SPV product
• Nurture leads through the sales pipeline to signing and launching of a deal
• Conduct product demos for prospects
• Identify opportunities to increase average customer value through upselling and cross-selling
• Maintain command over book of business and related metrics and data
• Proactively manage and nurture a healthy sales pipeline
• Update and maintain accurate records in the CRM
• Ensure proper CRM process and hygiene
• Support product development by obtaining customer feedback

Required qualifications

• Undergraduate degree from an accredited college or university
• 2+ years in a closing role selling to sophisticated individuals or B2B
• Proven ability to handle high-volume sales funnel
• Willingness for modest business travel
• Ability to meet with local customers in person and attend local industry events
• High EQ with a genuine love for helping others solve their problems
• Proven ability to develop and nurture enduring relationships
• Self-starter with an ability to operate in uncertainty
• Proficient in CRM software
• Knowledgeable about sales pipeline data and KPIs
• Data-driven and analytical
• Process oriented with strong discipline around pipeline management

Nice to have

• Experience selling in financial services or alternative investments
• Experience working in a startup or fintech
• Experience in fund administration or have sold to private fund managers
• Knowledgeable and passionate about venture capital and/or private markets
• Ideally Hubspot

About the company

Sydecar is on a mission to transform the world of private markets by revolutionizing the way investment vehicles are created and executed. The company acts as a partner in venture capital by automating banking, compliance, contracts, taxes, and reporting.