Account Executive, Equity Management

About Us:

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.

Job Description:

Direct Sales AE, Public and Private Markets

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity.  Our Equity solution provides one platform to manage your cap table, streamline reporting, and support your company’s growth. Learn more at insightsoftware.com

Job Description

insightsoftware is looking for a Direct Sales Account Executive, Public and Private Markets to join our Equity Management team. You will be remote and report into the Vice President, Equity Management. 

• Develop sales plans and exceed sales goals through prospecting, qualifying, managing, and closing sales opportunities 

• Develop and execute territory sales plans focused on new logo pre-IPO, emerging growth, and small- to mid-cap public company prospects 

• Develop and manage sales pipeline to exceed monthly, quarterly, and annual revenue quotas 

• Uncover and partner with centers of influence in the equity management industry to drive referral pipeline opportunities through appropriate partners.

• Use a consultative approach to diagnose our customer’s needs with structured sales methodologies such as MEDDIC, MEDDPICC, Challenger, SPIN, or equivalent. 

• Remain knowledgeable of company products and target industries to facilitate sales efforts

• You have excellent communication with management, customers, and support staff and are comfortable engaging with executives, product, engineering, data, analytics, and technical stakeholders 

• WINNING MENTALITY – self-motivated to close deals, acquire new client logos, take care of current clients, and lead the sales scoreboard  

Qualifications

• Bachelor’s degree in business, sales, marketing or a related field or equivalent experience 

• 3+ years of software sales experience required; Equity Management industry experience preferred 
• Proven track record of over-achieving quota year-over-year by managing and closing complex enterprise sales cycles involving multiple stakeholders 

• Experience managing and closing complex B2B sales-cycles 

• Hunter mentality w/ ability to thrive fast-paced environment with a high level of motivation, urgency, and ability to learn quickly 

• A disciplined approach to daily activity planning, setting goals, and achieving results 

• High accountability mindset with a disciplined approach to activity planning, pipeline management, forecasting, goal setting, and execution 

Who Thrives Here 

The best performers in this role are relentless prospectors who do not wait for pipeline to come to them. They prepare thoroughly, understand that buying decisions are made around business outcomes rather than product features, and can confidently engage both executive and technical audiences. They operate with urgency, clarity, accountability, and integrity — and they genuinely love winning. 

For sales roles, this range includes the commission target. For non-sales roles, this is a base salary only range; additional bonus eligibility may apply.

Your specific offer within this range will be determined by your skills, experience, and qualifications.

We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.

Additional Information

All your information will be kept confidential according to EEO guidelines.

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At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.