Account Executive

New York City, New York (US)
Competitive compensation plus bonus plan – commensurate with experience
Jul 15, 2019
Entry Level
Metro Area
New York
Full Time

Institutional Investor, LLC is seeking a highly motivated sales professional, reporting to a Sales Director, to help sell multi-platform programs which include: membership and sponsored events, digital display advertising and Thought Leadership solutions. 

The responsibilities of this role are twofold:

  • Support Sales Director while learning about II, its clients and sales strategy
  • Manage an account list of existing clients and prospective new clients in order to prepare you for a senior salesperson role and advance your sales career.


Sales Support

  • Collaborate as a team with your Sales Director to help renew, upsell and prospect accounts in the events and media area
  • Learn about and sell II platforms: memberships and sponsored events, digital media and thought leadership to financial services organizations
  • Respond to RFP’s and help to create proposals
  • Present digital metrics and analytics to clients
  • Ability to make appropriate media recommendations to clients and the agencies that represent them
  • Maintain relationships with digital advertising agencies.
  • Account Management: Maintain an account list with a revenue target of your own.
  • Renew and upsell existing clients and prospect for new clients from your account list for both media and for events.
  • Sell integrated Thought Leadership solution-based programs that include events and digital media.
  • Maintain and cultivate strong relationships with clients and assigned ad agencies.



  • Experience building a digital media plan.
  • Knowledge of data and analytics metrics
  • Comfortable calling on senior level clients
  • Actively schedule face-to-face weekly appointments with clients and agencies
  • Regular pipelining report in SalesForce
  • Hitting your teams’ sales targets consistently and across all products is crucial to the success of our business overall.
  • Research the market to expand the universe of potential clients, for each event.



  • Work with marketing department and editorial content leaders to develop and maintain sales materials
  • Create and respond to RFPs with integrated proposals for clients--- independently and with direction from your Sales Director
  • Monitor client advertising and sponsored content programs with the Ad Operations and Thought Leadership teams to ensure that all campaigns are running as scheduled and as contracted
  • Understand the competition and our market share


  • Be able to effectively communicate at senior client level
  • Develop and maintain strong relationships with clients and agencies
  • Strong verbal/written communication, presentation, and negotiation skills
  • Collaborates with management and other internal teams


  • 2+ years selling digital advertising to clients and agencies
  • Advanced experience using Salesforce as a CRM and for pipelines
  • Self-starter and team player with excellent organizational, written and verbal communication skills
  • College degree
  • Knowledge of financial services industry a plus
  • IAB certification a plus
  • Extensive travel may be required

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