About Allvue
We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We’re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you’re collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that’s revolutionizing the alternative investment industry. Define your own future with Allvue Systems!
Job Summary
The Account Executive – Data is responsible for generating revenue through the sale of Allvue’s Data Solutions to buyers in the alternative investment industry. The role develops assigned business opportunities and manages the commercial sales cycle from prospecting and qualification through value positioning, proposal, negotiation, and closing. The Account Executive owns commercial relationships, pipeline accuracy, and revenue forecasting for assigned opportunities.
Responsibilities
Sales Execution and Revenue Growth
- Own assigned Data Solutions sales opportunities from prospecting and qualification through proposal, negotiation, and close.
- Identify and develop new business and expansion opportunities with buyers in the alternative investment industry through targeted outreach, account planning, and engagement with prospective and existing customers.
- Build and communicate business-value propositions aligned to customer priorities and desired outcomes.
- Develop and execute opportunity plans, manage key sales activities, and drive opportunities toward successful closure.
- Lead commercial discussions, pricing and proposal coordination, and contract negotiations within established approval processes.
Pipeline, Forecasting and Account Strategy
- Maintain accurate CRM records, opportunity stages, next steps, and revenue forecasts for owned opportunities.
- Prepare and communicate account plans, territory priorities, and opportunity reviews as required.
- Assess customer buying processes, decision criteria, competitive dynamics, and commercial risks to inform sales strategy.
Customer Relationship and Cross-Functional Sales Coordination
- Build and maintain relationships with customer decision-makers, executive sponsors, and other stakeholders involved in purchasing decisions.
- Lead business-oriented discovery to understand customer priorities, commercial requirements, purchasing timelines, and success criteria.
- Coordinate with Solutions Consulting and designated technical specialists when demonstrations, technical discovery, workshops, proof-of-concept activities, or product validation are needed; technical teams own delivery of these activities.
- Serve as the primary commercial point of contact for assigned opportunities and coordinate timely follow-up across internal teams.
- Partner with Account Executives and Account Managers to identify cross-sell and expansion opportunities while maintaining clear commercial ownership for assigned deals.
Product and Market Knowledge
- Maintain strong knowledge of Allvue Data Solutions, including key capabilities, business applications, and value propositions, to effectively position solutions to prospective customers.
- Monitor customer priorities, market trends, and competitive positioning to inform prospecting and sales conversations.
- Share customer feedback, objections, and market insights with Product, Solutions Consulting, and commercial leadership.
- Collaborate on sales messaging and customer-facing commercial materials; technical specialists own demonstration content and technical accuracy.
Requirements
- Demonstrated success in consultative enterprise software sales, including pipeline development, opportunity management, negotiation, and closing.
- Ability to manage the end-to-end commercial sales process and multiple opportunities simultaneously.
- Strong understanding of customer buying processes and ability to communicate business value to executive and business stakeholders.
- Strong commercial judgment, relationship management, presentation, and written communication skills.
- Understanding of data-driven business processes and enterprise data solutions sufficient for commercial positioning and effective collaboration with technical specialists.
- Understanding of the alternative investment industry, including customer business needs, buying processes, and data challenges.
Technical & System Proficiency
- Working knowledge of enterprise data solutions and their business applications, with the ability to articulate customer value and collaborate effectively with technical specialists.
- Familiarity with CRM systems, sales pipeline management, and customer presentation tools.
- Proficiency in Microsoft Office, particularly Excel and PowerPoint.
- Ability to leverage AI-powered tools responsibly for account research, customer insights, presentation preparation, and sales productivity.
AI Skills and Experience
- Experience using AI-enabled CRM, sales intelligence, or sales productivity platforms.
- Ability to articulate the business value of AI-enabled data solutions to prospective customers, where applicable to the product portfolio.
Experience
- Minimum of 5 years of experience selling complex enterprise software or data solutions, or an equivalent combination of education and relevant experience.
- Experience in financial technology, investment management software, or enterprise data solutions preferred.
- Demonstrated success managing the full sales cycle, including prospecting, opportunity development, commercial negotiations, and closing business.
Language Skills
- Excellent written and verbal communication skills in English.
- Ability to clearly communicate the business value of Allvue Data Solutions to customer executives, business stakeholders, and decision-makers.
Education/Certifications
- Bachelor's degree in Business, Finance, Information Systems, Technology, or a related field preferred.
What We Offer
- Health Coverage options along with other voluntary benefits
- Enterprise Udemy membership with access to thousands of personal and professional development courses
- 401K with Company match up to 4% or Employee Pension plan
- Competitive pay and year-end bonus potential
- Flexible PTO
- Charitable Donation matching, along with Volunteer and Voting PTO
- Numerous team building activities to promote collaboration in a fun and fast-paced work environment
EEOC Statement
Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we don’t just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition, Allvue will provide reasonable accommodations for qualified individuals with disabilities.
