Teams at Investortools

Own and grow relationships across a portfolio of financial institution clients. Manage consultative, multi-stakeholder sales cycles; drive retention, revenue growth, product expansion, and adoption; deliver tailored demonstrations; collaborate with Client Services to resolve issues; gather market feedback; and engage clients through remote and onsite meetings.

Generate new business by prospecting targeted institutions, building relationships with decision-makers, conducting discovery, delivering tailored demonstrations, and closing complex enterprise software sales. Manage pipelines and forecasts, collaborate with Marketing, Account Executives, and Client Services, support client onboarding, attend industry events, and provide market intelligence. The role requires consultative selling expertise, strong communication skills, financial markets knowledge, and willingness to travel.

Application Developers at Investortools will design and build application functionality by analyzing technical problems, translating requirements into technical designs, and collaborating with teams to deliver solutions.