Boosted.ai is a fintech company headquartered in Toronto, Canada with offices in New York City and Nashville. We provide finance-specific AI tools that automate custom research workflows, analyzing data continuously from millions of sources, all tailored to the needs of our investment management clients. We are a well funded, post Series-B company - our lead investors are innovators and disruptors in financial and technology markets, including Spark Capital (Twitter, Slack, Affirm), Ten Coves Capital (Plaid, Sentieo, TouchBistro), Portage Ventures (Wealthsimple, Borrowell, Nesto), and RBC (Royal Bank of Canada).
Position Description
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.
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. You will own the full renewal cycle to maintain current clients.
If you are a highly motivated, entrepreneurial self-starter with a natural curiosity– we’d love to
chat!
Key Responsibilities
- 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.
Required Skills and Qualifications
- 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
Diverse Perspectives
We know that innovation thrives on product teams where diverse points of view come together to solve hard problems in ways that are just now possible. As such, we explicitly seek people that bring diverse life experiences, diverse educational backgrounds, diverse cultures, and diverse work experiences.
