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Fidelity Investments

Private Market Account Executive - Remote

Reposted 6 Days Ago
Be an Early Applicant
Remote
3 Locations
Mid level
Remote
3 Locations
Mid level
The Account Executive will drive new business growth by identifying and engaging potential clients within private markets, qualifying sales opportunities, conducting presentations, maintaining client relationships, and managing the full sales cycle from prospecting to closing deals. CRM management is also a key responsibility.
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Job Description:

*This is a remote role and can be located in any US location.

The Fidelity Private Shares team is growing and looking for an Account Executive.  The Team is focused on supporting the innovation economy through a robust equity administration platform.  We offer solutions and capabilities that support companies, their employees, and community stakeholders during the entire corporate lifecycle.  This role will be focused on supporting the growth and expansion of our business that services private companies and the start-up community. 

We are looking for a results-driven Account Executive to join our sales team.  The ideal candidate will play a critical role in expanding our client base and helping companies manage their equity plans more effectively.  You will be responsible for driving new business growth and sales opportunities within the private markets.  Primary responsibilities include:

  • Lead Generation: Proactively identify and engage potential clients within the private markets with targeted outreach

  • Qualifying Sales Opportunities: Efficiently qualifying leads to ensure focus on high potential opportunities, using consultative approach to understand their needs and pain points

  • Sales Presentation and Demos: Conduct compelling sales presentations and product demonstrations that effectively communicate the value prop of our solutions/services, tailored to the specific needs of each prospect

  • Relationship Building: Maintain consistent follow-up with prospects to keep them engaged throughout the sales cycle, building trust and fostering relationships that lead to successful deal closures

  • Closing Deals: Drive the sales process from initial contact to deal closure, negotiating terms and overcoming objections to meet or exceed sales targets

  • CRM Management: Regularly update and maintain accurate records of all client interactions, sales activities, and pipeline data in our CRM system to ensure effective tracking and reporting

The Expertise We’re Looking for and The Skills You Bring 

  • Bachelor's Degree 

  • 3-5 years in B2B sales, preferably within the fintech or SaaS industry

  • Strong understanding of equity management, cap tables, and equity management preferred

  • Experience managing full deal lifecycle; prospecting, managing pipeline, and closing deals

  • Excellent communication, negotiation, and presentation skills

  • Goal-oriented with a track record of meeting or exceeding targets

  • Ability to work independently and as part of a team in fast paced environment

  • Proficient in using CRM software and Microsoft Office

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

Fidelity is a leader in the equity administration space.  We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. 

We have been a leader in servicing public companies for their equity administration needs for two decades have expanded our offering of first-class services/solutions to service private companies and the start-up ecosystem.

*Please disregard the salary range listed below. The base salary for this position is $100,000.

The base salary range for this position is $55,000 - $75,000 per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

Category:Sales

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