Account Executive, Boosted.ai
Inside and Renewal Sales
AI-driven investment software
Posted today
AI-driven investment software
21-100 employees
Posted today
21-100 employees
Company mission
To augment portfolio construction for investors through AI-driven quant tools without requiring any coding or data science background.
Role
Who you are
- As part of a dynamic and collaborative sales team, this role requires someone willing to dive in and be excited by selling and strategizing new and innovative approaches in retaining, maintaining, and growing these highly valuable relationships
- You will thrive in a fast-paced environment, managing the full upgraded and/or renewals sales cycle to engage decision-makers, deliver impactful presentations and demos, and close deals that contribute to our client expansion and ambitious growth goals
- The ideal candidate is results-oriented, possesses outstanding customer facing skills, and can grow along with our sales team, meet upgrade and renewal sales goals and scale revenue
- We are looking for a candidate who shows a history of self-direction with a positive attitude and high integrity
- Must be results-oriented and able to work proactively to drive the pipeline
- Bachelor’s degree preferred; equivalent professional experience will also be considered
- Degree (or MBA) in Business, Marketing, or a related field is preferred
- Proven experience (2+ years) in Sales, Marketing, Sales/Business Development, Sourcing/Procurement, Finance or a similar role in an early-stage growth company is preferred
- Experience and/or interest in AI/machine learning and financial modeling is preferred
- Proficient with G-Suite, Gmail, Calendar, G-Drive, Slack, Zoom, HubSpot and LinkedIn
- Experience working with or selling into Financial Sector is a plus
- Strong interest in fintech and AI
- An understanding of market dynamics and competitive landscapes in AI is a plus
- Growth driven and thrives in a competitive environment
- Self-motivated with excellent time management skills
- Takes initiative and actively contributes new ideas
- Knows how to prioritize responsibilities and manage time effectively
- Eager to learn in a fast paced environment
- Strong problem-solving skills and a proactive approach to driving pipeline success
- Strong verbal and written communication and presentation skills
- Ability to establish credibility with senior financial executives
- Creative problem-solver with strong analytical skills
- Ability to quickly learn and communicate technical concepts
- Desire to build a career in a client facing revenue organization
- Comfortable with high-volume outreach and meeting-intensive days
- Including scheduling and hosting upwards of 10 meetings per day as required to engage and move clients through the renewal/sales pipelines
- Background in fintech, start-ups, or investment management is preferred
What the job involves
- Boosted.ai is seeking a highly motivated and results-driven Account Executive, Inside and Renewal Sales to serve as a key liaison between Boosted.ai and our valued long-term clients
- Working with members of Boosted.ai’s Sales, Client Services, Product and Management teams, the ideal candidate will be proficient in the value points that Boosted.ai offers to Asset and Wealth managers and comfortable managing client relationships, renewing contacts, and upselling products and features within the advanced analytic solutions that empower these organizations
- You will own the full renewal cycle to maintain current clients
- Build and maintain relationships with existing clients through activity-based calling, emailing, and strategic account management
- Maintain active engagement with clients through creative follow-up communications designed to increase engagement and interest in Boosted.ai products
- Qualify client renewals, schedule meetings, and keep client account records up to date in our CRM database (currently HubSpot)
- Strong customer-facing presentation/listening skills with the ability to establish credibility with senior financial executives
- Manage upgrade and renewal sales-cycles using solution selling techniques that focus on client needs
- Manage through contract cycles to close business in a forecastable and timely manner
- Continuously evaluate, refine, and improve Boosted.ai’s renewal playbook to optimize results and client experience
- Collaborate with the Client Success team to strengthen client relationships by incorporating support data and client feedback of user experiences into your relationship management and sales strategies
Our take
Gaining insights from the analysis of large quantities of financial data is essential for investment managers to create value within their equity portfolios, but there is only so much data that teams of humans can analyse. Robo-advisor investment tools leverage AI to boost scope and advise smart investment moves, but current solutions generally exist for individual investors as opposed to retail investment managers.
Boosted.ai provides an AI-driven investment platform for retail investment managers, leveraging machine learning algorithms to learn an investor's expertise, model it, and offer investment decisions to enhance portfolio outcomes. Portfolios are ranked based on the user's goals, Sharpe ratios, and risk assessment, and are analysed through the human-interrupted AI system without requiring any coding, data science, engineering, or specialised hardware.
Whilst the concept of AI assistance in investment is nothing new, Boosted.ai has taken a unique stance by encouraging the human-interrupted use of its tools specifically by retail investment managers. Furthermore, the company is aiming to increase the availability and accessibility of such software by taking a no-code and data-free approach.
Freddie
Company Specialist at Welcome to the Jungle
Insights
12% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Nov 2024
$15m
LATE VC
Aug 2024
$10m
GROWTH EQUITY VC
Total funding: $69.4m
Company benefits
- Comprehensive health benefits
- Flexible hours and time off
- Have fun & learn together
- Work from anywhere
- Opportunity to lead, learn & grow
Company values
- Customer experience: Making clients successful on our platform is our most important goal
- Ongoing improvement: We encourage memteam members to grow their own skills, through reading materials, subsidized courses, and cross-pollination of ideas
- Individual accountability: We are a fast-moving company looking to grow leaders. Team members get autonomy and responsibility out the gate
- Unconventional thinking: We seek intellectually curious people that want to solve difficult problems. We don't say "no", we ask "how"
Company HQ
Financial District, Toronto, ON
Leadership
Joshua Pantony
(Co-Founder & CEO)Experience as CTO and Co-founder of Maluuba. Senior Machine Learning/Software Engineer for Bloomberg LP from 2013 to 2017.
Jon Dorando
(Co-Founder & CTO)R&D Manager & Applied ML Scientist for Bloomberg from 2010 to 2017.
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