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Account Executive

Job in New York City, Richmond County, New York, USA
Listing for: Allvue Systems LLC
Full Time position
Listed on 2026-01-24
Job specializations:
  • Sales
    Business Development, Sales Representative
  • Business
    Business Development
Job Description & How to Apply Below
About Allvue

We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We're looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry.

Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you're collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning.

As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that's revolutionizing the alternative investment industry. Define your own future with Allvue Systems!

Job Summary

The Account Executive will generate sales through personal contact, telephone and written proposals. Effectively manage territory and perform complete sales cycle and follow up activities from lead identification through project delivery and on-going support. Maintain a high level of customer satisfaction by serving as a liaison between al Allvue departments and the customer.

Responsibilities

* Create and implement the sales strategy for Allvue to win new accounts in the region.

* Prepare and present Territory Plans, Account Plans, and Opportunity Reviews.

* Determine qualified leads through evaluation of prospect requirements and development of a concise understanding of prospects' decision-making processes and criteria.

* Development of relationships with decision-influencing, senior executives within prospective organizations.

* Develop and maintain high-level relationships within client organizations to understand their strategic objectives and align our sales strategy based on their objectives.

* Analyze and understand customer insights and market trends; adapt, communicate, and evolve strategies based on these changes.

* Demonstrate customer-specific benefits of Allvue solutions with a high degree of proficiency.

* Work closely with our solutions consulting team to coordinate product demonstrations and workshops for perspective clients.

* Organize and lead regular client meetings to discuss ongoing items and priorities with clients

* Negotiate deals and close sales.

* Accurately forecast future business

Requirements

* 8+ years selling SaaS based business software solutions to private family offices, venture capital and/ or private equity firms

* The ability to conceptualize and build value propositions that deliver a compelling message

* Must proactively own the entire sales process and be able to handle multiple responsibilities simultaneously

* Proven success in previous sales roles for each of the past five years

* Expected minimum of 3 years' experience at each position held during the previous 10 years.

* Customer references will be requested

* Education to degree level. Knowledge,

Skills and Abilities

* Excellent presentation, interpersonal communication, analytical, and logical skills

* Ability to clearly communicate thoughts and ideas in person, over the telephone, and in written correspondence

* A self-starter, who is able to operate successfully in this dynamic and fast-moving corporate environment without the support of an extensive bureaucratic support system

* At ease establishing business relationships with individuals from various industries & departments and at various corporate levels

* Comfortable speaking before an audience of between 2-50 people in either a live meeting or teleconference setting

* Well versed in Windows and Internet technologies.

* Skilled with MS Office, particularly Word, Excel, PowerPoint and Outlook

Education/Certifications

*…
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