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Salary: USD 70,000 - 80,000 / annual
iCapital is hiring an Account Executive (Analyst level) to drive full-cycle B2B sales for their Passthrough platform, targeting alternative asset managers. This is a foundational sales role reporting to the Head of Sales, central to the company's growth strategy.
Key Responsibilities:
- Execute full-cycle sales processes from qualified opportunity to closed deal
- Manage relationships with alternative asset managers, engaging GPs, Fund Admins, COOs, and Investor Relations teams
- Meet or exceed an annual revenue quota of $1.15M
- Develop deep expertise in the private funds landscape and articulate iCapital's value proposition
- Maintain disciplined, value-oriented sales processes to achieve high close rates
- Keep accurate CRM records for predictable forecasting
- Collaborate with Marketing Development and Customer Success teams
Required Qualifications:
- 1–3 years of full-cycle B2B closing experience, preferably in SaaS or FinTech
- Track record of consistently meeting or exceeding $500k+ annual quotas
- Experience with structured sales methodologies (BANT, MEDDIC, or similar)
- Strategic, execution-oriented mindset with ability to translate ideas into scalable solutions
- Data-driven, process-oriented approach; comfort with metrics and CRM as core tools
- Preferred: experience selling to fund managers, legal counsel, or fund administrators
- Values clarity, accountability, collaboration, and results-oriented culture
Compensation & Benefits:
- Base salary: $70,000–$80,000
- Commission-based bonus tied to quota achievement
- Equity for all full-time employees
- Comprehensive benefits: employer-matched retirement, 100% employer-paid dental/vision, telemedicine, virtual mental health counseling, parental leave, unlimited PTO
- Hybrid work: in-office Monday–Thursday, remote flexibility on Friday
