NewRocket

Wealth and Asset/investment Management

AccountExecutiveConsultingServicesWealthandAsset/investmentManagementSector

California, United States
The Brief

“Account Executive - Consulting Services-Wealth and Asset/investment Management Sector at NewRocket. Skills: Sales, ServiceNow solutions, Wealth and Asset/investment Management sector. Drive new business. Expand relationships and opportunities”

What You'll Achieve.

Drive new business; Expand relationships and opportunities; Accelerate digital transformation journey; Generate new business; Build relationships; Negotiate deals; Maintain healthy C-Level relationships; Achieve or exceed sales targets; Build a healthy pipeline; Close deals effectively

Industry & Context.

Wealth and Asset/investment Management
Problems you'll solve

Understanding your customers' unique business challenges and advising on how ServiceNow and AI solutions can enhance their IT and business roadmaps

Eligibility Requirements

Willingness to travel to clients as needed

What They're Looking For.

Must Have

Minimum 4-6 years of experience selling ServiceNow solutions, or SaaS competing product, Experience selling consulting, services and advisory solutions in the wealth and asset/investment management sectors, Demonstrated ability to generate new business, build relationships, negotiate deals, and maintain healthy C-Level relationships, Experience leading multiple concurrent sales cycles from opportunity identification through closure, Proven and consistent track record of achieving or exceeding sales targets, Successful experience evaluating, establishing and building trusted relationships with current and prospective clients, Exceptional client relationship skills and demonstrated experience developing consultative, influential relationships with executives and other key stakeholders, A strategic mindset with the ability to understand the "big picture" and align sales strategies with broader IT and business objectives

Nice to Have

Existing field level relationship in the ServiceNow ecosystem preferred, Industry certifications highly desired

What You'll Do.

Expand relationships and opportunities

Help organizations accelerate their digital transformation journey by leveraging the power of ServiceNow solutions

Strategic account planning

Executing field-based sales activities within a defined set of prospects

Create strategic business plans outlining how you will manage sales and develop business within the region

Designing innovative marketing events

Develop relationships with key C-suite personas (e. g.

CDO) across a broad range of industries and product lines

Lead and orchestrate account strategy by mapping client relationships and leveraging a diverse virtual team (Solutions Consultants

Solutions Specialists

Customer Success resources

Act as a trusted advisor by understanding your customers' unique business challenges and advising on how ServiceNow and AI solutions can enhance their IT and business roadmaps

Collaborate with internal specialists and support teams to ensure the right resources are engaged at the right time to close deals effectively

Continuously build a healthy pipeline by identifying and qualifying opportunities in your territory

Perform cost-benefit analysis of existing and potential customers

SME (subject matter expert)

on all ServiceNow products and solutions

including attend classes

certifications and seminars related to industry

Contact regular and prospective customers to understand their business needs and communicate ways in which ServiceNow solutions can help

Monitor market conditions

competitors' products

Prepare sales budgets and reports

Present to key leadership and stakeholders

including providing biweekly forecast

How You'll Work.

Team & Collaboration

Leveraging a diverse virtual team (Solutions Consultants, Solutions Specialists, Customer Success resources, Partners, and Marketing); Collaborate with internal specialists and support teams to ensure the right resources are engaged at the right time to close deals effectively

Communication Scope

Communicate ways in which ServiceNow solutions can help; Present to key leadership and stakeholders

Process & Methodology

Experience leading multiple concurrent sales cycles from opportunity identification through closure

Free ATS check

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