What We Do:
Gridline provides access to top-tier alternative investments, creating an efficient way to gain diversified exposure to non-public assets with lower capital minimums, transparent fees, and greater liquidity.
While the traditional investing process is cumbersome, manual, and inefficient, we are redeveloping the entire system from the ground up, building a technology-first approach that makes it simple to discover, deploy and manage alternative investments.
Just as other platforms have revolutionized the financial industry (payments, lending, trading, etc), we are building the on-ramp for new journeys into alternatives by reducing complexity and putting usability at the core of our platform.
Who We Are:
Our team collectively brings decades of experience across the technology and investing landscape, and are looking to continue our growth alongside people that:
Make decisions based on data with a focus on delivering long term value.
Think strategically, and can articulate what they are (and not) trying to accomplish.
Take calculated risks, are open to possible failure, and continuously make progress.
Are passionate about what we’re building and seek to constantly learn.
Operate with a high degree of candor, authenticity, and transparency.
Job Overview: We are seeking a talented and results-oriented Account Executive (AE) to join our sales team. The AE will be responsible for managing and growing client relationships, driving sales revenue, and ensuring client satisfaction. The ideal candidate will be an experienced sales professional with a proven track record of success and the ability to thrive in a fast-paced environment.
Key Responsibilities:
Sales Process: lead the sales meetings and quarterback the evaluation of our product by RIAs.
Client Acquisition: Identify and engage with prospective clients to understand their needs and present tailored solutions surrounding their investment strategy and investment operations.
Sales Strategy: Develop and execute strategic sales plans to meet or exceed revenue targets and drive business growth.
Relationship Management: Build and maintain strong, long-lasting client relationships through regular communication, meetings, and personalized service.
Sales Demonstrations: Prepare and deliver compelling sales demonstrations and proposals that effectively communicate the value of our products and services.
Pipeline Management: Manage and prioritize a sales pipeline, track progress, and ensure timely follow-up on leads and opportunities.
Collaboration: Work closely with cross-functional teams, including marketing, product, and customer support, to deliver a seamless client experience.
Market Knowledge: Stay informed about industry trends, competitor activities, and market conditions to identify new opportunities and refine sales strategies.
Requirements:
Experience: 3-5 years of experience in sales or account management, preferably selling into RIAs.
Skills: Exceptional communication, negotiation, and presentation skills with a strong ability to build rapport with clients.
Sales Expertise: Proven track record of achieving sales targets and closing complex deals.
Technology Proficiency: Familiarity with HubSpot, Salesloft, GSuite, Sales Nav, and Zoom Info.
Education: Bachelor’s degree in Business, Marketing, or a related field is preferred.
Attitude: Self-motivated, results-driven, and able to thrive in a dynamic and fast-paced environment.
Even if you don’t meet all the qualifications for this position but are passionate about what we’re doing, we encourage you to apply — we’d love to hear from you.
Gridline is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or any other characteristic protected by applicable law.