Senior Account Manager (Virtual Data Rooms) - Hedge Funds & Private Equity

Senior Account Executive – Hedge Funds & Private Equity (Texas to Colorado Territory) – Sell the leading global virtual data room FinTech SaaS solution to hedge fund & private equity GPs and LPs in the Texas, Colorado and adjacent states. Additionally, cross sell with the help of other product experts, the over 200 front to back office products & services. Must have beat quotas for the last five years. On target earns of $200k to $300k.

Our client is a cloud-based financial technology provider for the alternative investments industry that facilitates strategic initiatives like mergers and acquisitions, capital raising, investor onboarding and investor reporting through virtual data rooms by enabling and securing the flow of information and data. We maintain the largest industry community of GPs and LPs globally. Like the Big 4 in accounting, we are the gold standard in our industry.

About the Team

The sales team targets top tier alternative asset management firms to build relationships, and help clients improve their investor communication/reporting, investor onboarding, marketing efforts, and meet the changing needs of the regulatory environment. This is a collaborative, dynamic team of sales professionals working out of our offices and in the field.

Job Overview

We are seeking a high-energy, motivated Senior Account Executive as the client expands their market share of over 50% as the leading investor relations secure communications provider in the Alternative Investments industry. In this role you will develop and build relationships with key contacts across alternative investment firms (Investor Relations, Marketing, Technology, C-Level Executives and Partners, Investment Team, and Operating Partners) to properly position the client as a true end-to-end software and secure file collaboration and sharing provider. The Senior Account Executive will be assigned accounts of existing clients and prospects within Texas to Colorado and adjacent states, with the purpose of growing our footprint in this industry.

While focusing on the virtual data rooms solution, you also will work with other salespeople to cross sell clients the over 200 products and services that provide solutions to any and every need that an alternative investment firms has.


  • Identify and establish relationships with key decision makers and influencers in target accounts.

  • Research key accounts to assess business opportunities.

  • Create and manage telephone and email prospecting campaigns for new business.

  • Lead solution discovery to understand client requirements, objectives, and priorities.

  • Present business solutions using appropriate sales approaches and techniques, including team and/or consultative presentations and efforts.

  • Work with senior management and corporate counsel, negotiate contracts, and provide all follow-up to deliver signed contracts.

  • Maintain strong sales pipeline and forecast to increase visibility of short and long-term prospects through our CRM system salesforce.

  • Meet agreed monthly/annual performance in both client activity (meetings/demos etc.) and quota achievement.

  • Collaborate with other client business areas and sales teams on joint/collaborative efforts

  • Minimum Experience

  • Bachelor’s degree or equivalent experience required.

  • Minimum 8+ years of professional experience and 3-4 years of quota-bearing experience in software or technology sales

  • Strong knowledge of alternative investments and broader financial services industry.

  • Excellent verbal and written (including presentations) communication skills, including the ability to speak publicly to groups required.

  • Participate in industry facing business develop and marketing efforts

  • Ability to travel 20-50%

It would be great if you also had:

  • Experience with Software as a Service in Financial Services vertical

  • Strong Knowledge of Alternative Investments with a focus on Hedge Fund Managers

  • Consistently exceeds monthly and annual quota.