Asset Managers, Account Executive - Analyst

About the Role

iCapital is looking to hire an Analyst Account Executive who will work on the front lines of iCapital’s growth. As a foundational member of the Sales team, this individual will be responsible for turning qualified opportunities into new customers that fuel our expansion. This role is central to how the firm grows and is an opportunity for an ambitious seller to build their career on a team designed for a new era of scale. The role reports to the Head of Sales and is responsible for managing relationships with alternative asset managers.

Responsibilities

• Run a full-cycle sales process to turn qualified opportunities into new passthrough customers.
• Consistently meet or exceed an annual revenue quota of $1.15M.
• Become an expert on the private funds landscape and effectively articulate iCapital’s value proposition to key stakeholders such as GPs, fund administrators, COOs, and Investor Relations.
• Maintain a disciplined, value-oriented sales process to achieve a high close rate on qualified opportunities.
• Keep meticulous records of all activities in the CRM to ensure predictable and accurate forecasting.
• Collaborate with Marketing Development and Customer Success to provide a seamless customer experience.

Qualifications

• 1–3 years of full-cycle B2B closing experience, preferably in a SaaS or FinTech environment.
• Track record of consistently meeting or exceeding an annual quota of $500k+.
• Experience or strong desire to work within a structured sales process (e.g., BANT or MEDDIC).
• Strategic, execution-oriented mindset, with a track record of translating ideas into scalable business solutions.
• Data-driven and process-oriented; able to use metrics and CRM as essential tools for success.
• Values clarity, accountability, and a collaborative, results-oriented culture.
• Balances speed and quality, prioritizing timely feedback and continuous improvement.
• Experience selling to fund managers, legal counsel, or fund administrators.

Benefits

The base salary range for this role is $70,000 to $80,000. iCapital offers a compensation package that includes salary and equity for all full-time employees. This role includes a commission-based bonus. Employees also receive a comprehensive benefits package that includes an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

Employees in this role will work in the office Monday–Thursday, with flexibility to work remotely on Friday.

For additional information about iCapital, please visit https://www.icapitalnetwork.com/about-us and their LinkedIn page: https://www.linkedin.com/company/icapital-network-inc.