About Confidential (Registered Users Only)
Confidential (Registered Users Only) is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Confidential (Registered Users Only) helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Confidential (Registered Users Only) is headquartered in Lake Tahoe, with offices in New York, Reno, the Bay Area, and Dublin, Ireland, and is recognized by Fast Company as a "Best Workplace for Innovators," by Frost & Sullivan as a "Technology Innovation Leader," and by The Software Report as a "Top 100 Software Company."
Why this role exists
As a Sales Executive at Confidential (Registered Users Only), you'll join our Sales & Marketing organization and contribute to the continued growth of our platform. This individual contributor role is focused on identifying and closing new business opportunities across asset management firms, using a consultative and value-based approach. You'll sell a platform that unifies data across Accounting, OMS, Client Engagement, Performance, and Reporting. You'll work cross-functionally with internal teams and leverage AI tools like ChatGPT to amplify your productivity, streamline outreach, and manage a dynamic pipeline with precision.
At Confidential (Registered Users Only), how we work matters as much as what we build. Confidential (Registered Users Only)rs act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions - not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture.
If this excites you, we'd love to meet you. This posting is for an existing vacancy. You must be work authorized in the United States without the need for employer sponsorship.
What success looks like
Within the first several months, you're building a robust, well-managed pipeline in Salesforce, establishing trust with C-suite decision-makers at named accounts, and running a consultative sales process from first touch through active negotiation. Over the first year, you're closing new business and directly contributing to Confidential (Registered Users Only)'s growth trajectory, orchestrating cross-functional resources, including pre-sales, value management, marketing, and support, to advance and win deals, and positioning Confidential (Registered Users Only) as the clear cloud-native alternative to legacy platforms in your territory.
What you'll do
- Lead business development efforts by selling the Confidential (Registered Users Only) platform to named accounts in the asset management industry.
- Drive new business sales from initial prospecting through close, contributing directly to Confidential (Registered Users Only)’s growth trajectory.
- Use your consultative selling skills to establish trust and develop long-term relationships with C-suite decision-makers.
- Orchestrate cross-functional resources, including pre-sales, value management, marketing, and support teams, to advance deals.
- Apply deep industry knowledge to position Confidential (Registered Users Only) as a cloud-native alternative to legacy platforms.
- Maintain and manage a robust pipeline in Salesforce, ensuring accurate forecasting and opportunity tracking.
- Travel regularly (~33%) to cultivate in-person relationships with prospects and clients.
What we look for
- 7 - 10 years of enterprise software sales experience, ideally in asset or wealth management.
- 2 - 3 years of quota-carrying experience with a strong record of revenue attainment.
- Proven ability to establish and grow strategic relationships, including C-suite engagement.
- Deep understanding of the asset management competitive landscape, trends, and challenges.
- Familiarity with consultative selling frameworks and collaborative team sales processes.
- Excellent communication, presentation, negotiation, and interpersonal skills.
- Self-starter with strong attention to detail, organization, and time management.
- Bachelor’s degree in Business Administration or a related field.
Bonus Points
- Prior experience selling cloud-based platforms or SaaS solutions in financial services.
- Familiarity with alternative investment firms or multi-asset managers.
Compensation & Benefits
The cash compensation amount for this role is targeted at $250,000 to $300,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.
As an employee at Confidential (Registered Users Only), you'll have many opportunities for advancement in your career and can make a true impact on the product.
In addition to the base salary, Confidential (Registered Users Only) employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page (https://www.Confidential (Registered Users Only)apps.com/about/careers) for a more comprehensive overview of our perks and benefits.
Equal Opportunity & Privacy
Confidential (Registered Users Only) is proud to be a community-minded, discrimination-free equal opportunity workplace.
Confidential (Registered Users Only) processes the information you submit in connection with your application in accordance with the Confidential (Registered Users Only)Candidate Privacy Policy. Please review the Confidential (Registered Users Only) Candidate Privacy Policy in full to understand our privacy practices and contact us with any questions.
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