Join the Interactive Team
Interactive is always seeking to add talented professionals to our team. We offer competitive salaries, comprehensive benefits and real opportunities for career advancement. Send inquiries to: careers@IASsoftware.com
The following opportunities are currently available:
Territory Sales
Reports to: SVP Sales & Marketing
Job Description
Interactive Advisory Software (IAS) is the leading provider of SaaS applications to the RIA marketplace. IAS’ integrated web-based software application enables financial advisors to fully automate their back office operations including, CRM, Portfolio Management, Rebalancing and Client Portal. IAS offers the only totally integrated suite of operational applications. IAS clients benefit from substantially improved operational efficiency, increased ability to offer an expanded level of client service and the ability to grow their business without increasing operational support.
Headquartered in metro Atlanta, IAS is growing fast to keep up with demand for our leading edge applications. Financial Advisors are challenged with growing their business while keeping costs low. IAS allows them to add profitable business relationships while taking costs out of their back office operations.
Top performers who are passionate about helping their clients achieve their goals and objectives will thrive in our fast paced market. If you thrive in a high energy sales environment are invited to apply to join our results oriented customer-focused team.
The IAS Sales Executive is responsible for developing your territory, understanding your customers, building your business with successful, evangelistic clients. This position requires, a consultative selling style, domain expertise, ability to present our compelling story and value proposition to our prospective clients. The Sales Executive will be expected to follow up on sales leads, work closely with marketing to develop and manage your pipeline, qualify opportunities, present our solution, close business and accurately forecast sales for the month and quarter.
Sales and Lead Generation
- Develop prospects via phone, personal meetings, email and web conferencing, Identifying key decision makers, understanding client business issues.
- Develop and grow relationships with key partners.
- Work closely with partner sales team to jointly grow client wins and revenue
- Develop business and account plans as well as sales strategies
- Maintain updated account and opportunity information in sales automation tools
- Accurate forecasting
- Meet or exceed revenue targets
- Attention to customer success
- Help create a strong client referral culture
Skills
- College degree desired
- 4 years of sales experience
- Solution selling skills required
- Ability to demonstrate the IAS application at an executive level
- Demonstrated history of closing business and building long term relationships
- History of consistently meeting and/or exceeding quota
- Presentation, prospecting, qualification, and closing skills
- Ability to work well in a team-selling environment
- Professional demeanor
- Entrepreneurial Spirit
- Selling solutions directly supporting Wealth Management and Investment Advisory business a plus
Inside Sales
Reports to: SVP Sales & Marketing
Overview
The IAS Inside Sales Rep is responsible for developing his/ her territory, understanding your customers, building your business with successful, evangelistic clients. This position requires, a consultative selling style, domain expertise, ability to present our compelling story and value proposition to our prospective clients. The Inside Sales Sales Rep will be expected to follow up on sales leads, work closely with marketing to develop and manage your pipeline, qualify opportunities, present our solution, close business and accurately forecast sales for the month and quarter.
Primary Role
Making outbound telephone calls, e-mails and web presentations, in order to nurture and close sales leads, and in the process, meet or exceed sales quotas
Key Responsibilities
- Manage and track a high volume of telephone and e-mail prospects
- Nurture prospects from interest to close as quickly as possible
- Educate customers about the IAS product and services
- Qualify prospects
- Achieve sales quotas
- Follow sales process and update customer relationship management (CRM) system to track sales progress
- Keep current on products and services offered and industry trends
- Work well with others in company
- Provide pipeline and forecasting information to management
Prior Experience
- Three-plus years experience selling software as a service (SaaS) solutions or software over the telephone
- Consistently met or exceeded sales quotas
- Worked in a start-up environment
- Prior CRM systems experience
Skills
- Knows how to sell software over the telephone
- Ability to connect with prospects
- Excellent closer
- Strong written/verbal communication skills and presentation skills
- Excellent telephone and e-mail skills
- Technology and Internet savvy
- Ability to learn software quickly
- Highly organized, self-directed business style, with strong ability to prioritize
Knowledge
- Has a good understanding of the Wealth Management industry (a plus)
- Technology and Internet savvy
- Familiar with sales processes
Attitudes
- Self motivated
- Team player
- Flexible and willing to do “what it takes” to help the company get the job done
- Results focused
- Strong sense of urgency
- “Can do” attitude
- Seeks to continuously develop skills and knowledge
- Possesses a strong sense of self-confidence and unquestioned integrity
- Comfortable following and using a sales process
- Sensitivity to cultural diversity
Education
- Bachelor’s degree, preferably in MIS or Computer Science
Software Developer
Overview
This position requires a high-energy, motivated, entrepreneurial individual who thrives in a dynamic small team development environment. This position will report directly to the Vice President, Application of a growing Software company. The IAS J2EE application uses a variety of technologies including Java, Javascript, AJAX, HTML, GWT, JReports and Web services. This position is eligible for medical, dental, 401(k) and long-term disability benefits.
Responsibilities include:
- Design, coding, testing of new modules and defect correction
- Enhancement implementation of existing modules
Other development-related projects, including documentation, maintenance and internal support.
Requirements and Qualifications:
- Must have Java/JDK, object-oriented program and design experience
- Prefer HTML, Javascript, SQL, web services experience
- Object-oriented programming/design/thought processing, JDK, HTML, Javascript
- Strong in-depth analytical and problem solving skills
The ideal candidate is not afraid to suggest process or design improvements, while working independently with an eye toward both efficiency and completeness.
Tier 1 Client Support Specialist
Overview
One of the most important tasks of the IAS Client Services Organization is to provide high-quality access to knowledgeable resources and timely resolutions to our clients’ issues. The Tier 1 Client Support Specialist will serve as the focal point for all initial client contact received by the firm. The Tier 1 Specialist’s tasks will be to log and quickly resolve reported issues or transfer issues to the appropriate personnel for timely resolution. This position will report to the Director of Client Support of a growing software company. This position is eligible for medical, dental, 401(k) and long-term disability benefits.
Responsibilities may include:
- Serve as an initial point of contact for all client inquiries and correspondence related to the use of the system, training requests, billing inquiries and component setup
- Direct clients to the appropriate training and/or reference materials to resolve questions related to proper system functionality and usage
- Help maintain the quality and consistency of all training and reference materials
- Escalate reported issues to other departments or work groups based on the area of focus
- Provide updates to clients with regard to issues that have been submitted to the organization
- Become a generalist with regard to the Solution 360° software application and the general body of knowledge from the financial planning industry, in which the software has been developed
- Perform tasks related to system maintenance and client correspondence
Qualifications:
- Bachelor’s degree required (degree in finance or accounting preferred)
- Previous work as a financial planner, paraplanner or income tax preparer preferred
- Attainment of, or significant progress toward the attainment of, any of the following financial planning designations a plus:
- Chartered Financial Consultant— ChFC
- Chartered Life Underwriter— CLU
- Certified Financial Planner— CFP
- Certificate in Investment Performance Management— CIPM
- Chartered Financial Analyst— CFA
- Enrolled Agent— EA
- Previous licensing in financial services a plus:
- Series 7
- Series 65
- Life and Health Insurance
- Variable Products
Skills
- General understanding of financial planning and money management concepts
- Ability to explain technical information to nontechnical audiences
- Excellent verbal and written communication skills
- Strong analytical and problem solving skills
- Ability to juggle multiple tasks and manage your time
- Ability to manage your time independently while working within a team
About Interactive Advisory Software
Founded in 2001, Interactive Advisory Software is an Atlanta-based company that provides the only turn-key Web-based software-as-a-service (SaaS) unified wealth management solution for financial advisors and wealth managers. Today, we are proud to service hundreds of leading financial advisory firms throughout the country. IAS’s Solution 360° is the only unified wealth management software solution to combine Portfolio Management, Financial Planning, Customer Relationship Management (CRM), Back Office Services, Client Access Portals, and Rebalancing in one database on one platform.