
Sales Executive
Investortools
Fixed-income technology leader providing municipal and broader investment management platforms.
Describe your next role, cut the noise
Who We Are
Investortools has been leading and innovating for over four decades in the fixed-income technology space. Our software supports over $1 trillion in assets and is
trusted by most of the nation’s largest financial institutions. We’re driven by creative problem-solving, excellent service, and a culture of collaboration grounded in strong values.
What you’ll Do
As a Sales Executive, you’ll
report to the Head of Sales and be responsible for
generating new business growth by identifying leads, developing relationships with prospective clients, and guiding them through complex consultative sales processes.
You'll work closely with Account Executives
and other internal teams to
demonstrate the value of Investortools solutions
and generate new sources of revenue.
Success in this role requires a proactive approach to prospecting, relationship building, and strategic selling. While your primary focus will be acquiring new clients, you'll also serve as a trusted advisor throughout the sales process and help ensure a smooth transition for long-term client success.
Responsibilities
- Identify, develop, and close new business opportunities within targeted industry institutions.
- Build and maintain relationships with key decisionmakers, influencers, and stakeholders throughout the sales cycle.
- Navigate complex sales processes involving multiple stakeholders and long sales cycles.
- Conduct discovery conversations to understand client business objectives, challenges, and workflows.
- Deliver compelling and tailored product demonstrations and presentations.
- Collaborate with Marketing, Account Executives, and Client Services to create effective sales strategies to close business and ensure successful client onboarding.
- Maintain an active pipeline of opportunities and accurately forecast sales activity.
- Represent Investortools at industry conferences, events, and client meetings.
- Provide market intelligence and client feedback to inform business strategy.
What We’re Looking For
- 5+ years of experience in B2B sales, business development, or enterprise software sales.
- Demonstrated success in generating and closing new business opportunities.
- Strong communication, presentation, and relationship-building skills.
- Ability to manage complex sales cycles and engage with senior-level decisionmakers.
- Self-motivated with a consultative sales approach and a passion for solving client challenges.
- Knowledge of financial markets, especially fixed income or fintech (preferred).
- Willing to travel as needed.
- Bachelor’s degree is required.
- Eligible to work in the U.S. without visa sponsorship.
Compensation
We offer a base salary range of $120k -$140k with bonus eligibility based on individual and company performance. In addition to competitive compensation, Investortools offers a generous array of benefits including paid time off, 401(k) with immediate vested match, comprehensive health coverage, sabbatical program, and many more employee-centric benefits (including free daily lunch in the office).
Why Investortools?
At Investortools, you will have the opportunity to
partner with some of the largest and most respected financial firms in the world. You will work primarily with professionals in investment management, such as portfolio managers, credit analysts, and traders, to deliver solutions that have
an impact.
We are a family-owned company built on Christian principles that takes a long-term perspective in service to our clients. We value a healthy work life balance and foster a culture of mutual respect, high ethical standards, and true collaboration.
Interested?
At Investortools, your contributions truly matter.
The work is challenging, engaging, and meaningful. Apply now and let’s talk about what we can accomplish together.
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