Account Executive, Existing Business – Financial Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the complete sales process within the designated territory, focusing on hedge funds, asset managers, investment bankers, and sell-side research divisions.

• Enhance current client relationships and drive sales within the Financial Services sector.

• Expand existing client connections by identifying opportunities, initiating conversations, prospecting new teams, conducting demonstrations, managing product trials, and finalizing sales.

• Provide accurate forecasts and develop a pipeline to achieve and surpass objectives.

• Collaborate with the marketing team to boost brand visibility.

• Work alongside the Product Specialist team during trials to ensure client involvement.

• Collect and share insights on market and client product needs with sales, product management, content, and product marketing teams to improve offerings.

• Report directly to the Sales Director.

⛳️ Requirements

• Background in selling within the financial marketplace (both buy side and sell side), ideally within a SaaS technology, financial information, and/or research firm.

• Demonstrated history of meeting or exceeding sales targets.

• Capability to prospect and cultivate a robust pipeline.

• Skill in identifying opportunities and connecting with the right organizational levels.

• Ability to influence and foster support for enterprise sales initiatives.

• Quick learner.

• Consistently achieve results while showcasing a strong work ethic, initiative, enthusiasm, and dedication.

• Proficient in establishing rapport with new individuals and sustaining relationships.

• Exceptional oral, written, and presentation abilities.

• Competence in simplifying complex issues for better understanding.

• Effective communication skills across all organizational levels.

• Willingness to travel to client locations monthly or quarterly based on business requirements.

🏝️ Benefits

• Attractive commission structure with unlimited earning potential.

• Equity options.

• Comprehensive benefits package.

• Reasonable accommodations for qualified employees with protected disabilities, as mandated by applicable laws.