Account Executive

About the Opportunity

We are looking for an Account Executive who can help Sydecar grow its revenues, brand, and market position by closing sales in its SPV product. This is a great opportunity to get exposure to the venture asset class and to connect with emerging and established venture managers to solve their critical problems relating to their back- and middle-office stack. You’ll be part of a caring and high-aptitude team and can help build the pipes for the private markets.

The sales team drives revenue and growth by nurturing leads through the funnel, closing deals, and employing tactics to retain and grow relationships. The sales team is the face of Sydecar to the broader market, reflecting our brand, values, and solutions. The sales function works cross-functionally with marketing, customer support, and products to help Sydecar position itself and acquire customers, drive customer success, and reflect customer feedback to help iterate on our products.

This is a hybrid role based in San Francisco with in-office attendance of two to three days per week.

What You'll Be Doing

• Develop a deep understanding of our product offering and effectively communicate their value to prospects.
• Own a quota and book of business for our core SPV product, including nurturing leads through the sales pipeline to signing and launching of a deal.
• Conduct product demos for prospects.
• Identify opportunities to increase average customer value by upselling, cross-selling, and communicating new product releases.
• Have command over your book of business and related metrics and data.
• Proactively manage and nurture a healthy sales pipeline to ensure consistent revenue growth.
• Regularly update and maintain accurate records of customer interactions, sales activities, and pipeline status in our CRM.
• Ensure proper CRM process and hygiene for your book of business.
• Support product development in obtaining customer feedback.
• Collaborate with the Customer Experience team to ensure that customers are set up for success and seamlessly guided through their journey.

What We're Looking for

• Undergraduate degree from an accredited college or university.
• 2+ years in a closing role selling to sophisticated individuals or B2B.
• Proven ability to handle high-volume sales funnel.
• Willingness for modest business travel.
• Ability to meet with local customers in person and attend local industry events.
• High EQ with a genuine love for helping others solve their problems.
• Proven ability to develop and nurture enduring relationships.
• Self-starter with an ability to operate in uncertainty.
• Proficient in CRM software (Ideally Hubspot).
• Knowledgeable about sales pipeline data and KPIs.
• Data-driven and analytical.
• Process oriented with strong discipline around pipeline management.
• Excellent written and verbal communications.
• Team player who is mission driven and values collective success.
• Working knowledge of AI tools and experience incorporating them into daily workflows to drive efficiency and revenue growth.

Bonus If You Have

• Experience selling in financial services or alternative investments.
• Experience working in a startup or fintech.
• Experience in fund administration or have sold to private fund managers.
• Knowledgeable and passionate about venture capital and/or private markets.

Sydecar’s Values

Our values are important to the way we live and work at Sydecar. They guide our priorities, behaviors and interactions.

Be Committed

As a team, we rise to meet challenges and recognize that we become stronger and develop character when facing adversity.

Be Excellent

We measure our success not just by what we achieve, but by how we achieve it-through integrity, creativity, elegance, and a commitment to continuous improvement. Excellence is not just doing things well-it's looking for ways to do them better.

Be Humble

• Humility is our key to personal and professional growth.
• We appreciate that great ideas can come from anywhere, regardless of seniority, pedigree, or experience.
• We care more about collective outcomes than who gets credit or who does what.
• We try to not let our ego cloud our judgment.

Win Together

• Winning is no accident.
• It is the result of collective hard work, perseverance, sacrifice, and most of all, loving what we do.
• Winning requires that we give extra-sometimes winning calls for late nights or extra effort, and we show up for clients and each other with urgency and heart.
• While excellence is a journey, winning is a destination.