Account Executive

Join to apply for the Account Executive role at Great Gray Trust Company

Base pay range: $90,000.00/yr - $/yr

Additional compensation:
Commission

Great Gray is looking to add an Account Executive to our RPAG team. The Account Executive will own the full sales cycle, developing and qualifying pipeline through outbound and inbound channels while positioning RPAG’s advisor and partner network. They will drive revenue by leading discovery, managing deals to close, and partnering with internal teams to ensure a seamless handoff and strong long‑term client relationships.

This position will work from our Las Vegas, NV or Aliso Viejo, CA office. Great Gray currently supports a hybrid work model with 4 days onsite and 1 day remote.

Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

• Own the full sales cycle—from prospecting and initial outreach through qualification, discovery, solution positioning, and close.
• Develop and execute outbound prospecting strategies across email, phone, and social channels to build a strong pipeline of qualified opportunities.
• Respond to and qualify inbound leads, conducting tailored discovery conversations to understand prospect needs and align RPAG’s solutions.
• Clearly communicate the value of RPAG’s platform and services to a range of stakeholders and decision-makers.
• Manage and maintain accurate CRM records, ensuring all activities, forecasts, and deal stages are up to date and reliable.
• Partner with marketing on targeted campaigns, providing insights into messaging, audience segmentation, and follow-up strategies.
• Engage with leads generated from webinars, industry events, conferences, and partner channels, advancing them through the sales process.
• Provide regular feedback to leadership on market trends, competitor insights, lead quality, and overall pipeline health.
• Conduct research on target markets, identify new business opportunities, and develop tailored outreach strategies to penetrate key segments.
• Represent RPAG and Great Gray with professionalism and credibility in client meetings, presentations, demos, and industry events.
• Collaborate with internal teams (product, operations, client success) to ensure smooth handoff and long‑term client satisfaction.

• Bachelor’s degree and 2–5 years of quota‑carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.
• Proven track record of meeting or exceeding sales targets in a consultative, solution‑based selling environment.
• Strong discovery, communication, and presentation skills with the ability to influence decision‑makers.
• Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.
• Knowledge of the retirement or financial services industry is a plus.
• Strong organizational skills and attention to detail.
• Ability to thrive in a fast‑paced, dynamic environment and manage multiple priorities effectively.
• Comfortable navigating ambiguity.
• Entrepreneurial mindset to bring best‑practice ideas to the team.
• Standards reflect our core values:
  Growth Mindset, Disciplined Curiosity, Grit, Results‑Driven, Collaborative.

• Be an integral part of an early‑stage, high‑growth organization.
• Hybrid work environment.
• Competitive compensation package including 401(k) with elective and non‑elective match opportunities.
• Lifestyle spending allowance program.
• Employer‑paid life and disability insurance.
• Generous paid time off program.

Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $240 billion in CIT assets under management across more than 800 funds. We proudly work with more than 80 subadvisors, including leading firms such as Alliance Bernstein, American Funds, Black Rock, Franklin Templeton, Met Life, Neuberger Berman, PGIM, PIMCO, and Raymond James. Great Gray has consistently delivered year‑over‑year…