Full-Time

Account Executive

Confirmed live in the last 24 hours

With Intelligence

With Intelligence

501-1,000 employees

Membership-based insights for financial sector

Consulting
Financial Services

Compensation Overview

$75k - $87.5kAnnually

+ Uncapped Commission

Junior

New York, NY, USA

Hybrid position requiring three days a week in the office.

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Marketing

You match the following With Intelligence's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Minimum of 1 year of experience in CRM sales, preferably selling related solutions in the financial services or asset management industry.
  • Demonstrated success in meeting or exceeding sales targets and driving revenue growth.
  • Exceptional communication and relationship-building skills, with a knack for engaging stakeholders at all levels.
  • Ability to thrive in a fast-paced environment, adapting strategies as needed to meet evolving client needs and market conditions.
  • Willingness to collaborate with colleagues across departments, sharing insights and supporting collective goals.
  • Self-motivated and driven, with a passion for helping clients succeed and a desire to contribute positively to the team culture.
Responsibilities
  • Identify and engage prospective clients within the asset management and alternatives space.
  • Utilize a consultative approach to understand their needs and present tailored solutions.
  • Foster strong relationships with clients and industry professionals, acting as a trusted advisor to guide them in maximizing the value of our CRM.
  • Stay informed about industry trends, competitor offerings, and client needs to effectively position Foliometrics in the market.
  • Work closely with marketing, product, and customer success teams to align strategies and ensure seamless customer experiences.
  • Maintain accurate records of sales activities, forecast opportunities, and track performance against targets using our CRM system.
  • Engage in ongoing learning and skill development to enhance personal performance and contribute to team success.

With Intelligence provides valuable insights and data products specifically tailored for the financial sector, focusing on hedge funds, private investment markets, and institutional investors. Their offerings include exclusive data, performance benchmarks, and industry insights that help clients make informed decisions. The company operates on a subscription-based membership model, allowing clients to access these resources and participate in over 200 global events each year, such as summits, webinars, and roundtables, which promote networking and business development. Unlike many competitors, With Intelligence emphasizes a strong community aspect through its events, fostering connections among members. The primary goal of With Intelligence is to empower financial professionals with the information and networking opportunities they need to succeed in asset management.

Company Size

501-1,000

Company Stage

Acquired

Total Funding

N/A

Headquarters

London, United Kingdom

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Acquisitions like The Deal and SPS expand With Intelligence's data and service offerings.
  • Rising demand for ESG data aligns with With Intelligence's focus on financial insights.
  • AI-driven analytics in hedge fund management offer competitive advantages to With Intelligence.

What critics are saying

  • Increased competition from free digital platforms may challenge the subscription model's value.
  • Integration challenges from recent acquisitions could dilute With Intelligence's company culture.
  • Economic downturns may reduce client spending on memberships and event sponsorships.

What makes With Intelligence unique

  • With Intelligence offers exclusive data and insights for hedge funds and institutional investors.
  • The company hosts over 200 global events annually, enhancing networking and business development.
  • Its subscription-based model provides clients with performance benchmarks and industry insights.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Paid Vacation

Parental Leave

Wellness Program

Flexible Work Hours

Paid Holidays

Mental Health Support

Relocation Assistance

Employee Social Events

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Within Intelligence
Feb 6th, 2025
With Intelligence acquires The Deal from Delinian

With Intelligence announces the acquisition of The Deal from Delinian. Read the press release to find out more.

Within Intelligence
Nov 11th, 2024
With Intelligence Acquires SPS - With Intelligence

With Intelligence announces the acquisition from Bain & Company of SPS. Read the press release to find out more.

PR Newswire
Nov 1st, 2023
With Intelligence acquires FolioMetrics

/PRNewswire/ -- With Intelligence, the leading provider of investment intelligence for allocating, fundraising and business development, today announces the...

Axios
Jul 20th, 2023
Motive Partners takes over With Intelligence for £400M

Deal shows investors need better data around alternative assets

Royds Withy King
Sep 14th, 2021
Pageant Media acquired Savvy Investor Awards on Sep 7th 21'.

Pageant Media, a global business information provider, last week announced the acquisition of Savvy Investor, a leading thought-leadership platform for institutional investors, for an undisclosed sum.