Senior Associate Account Executive – Financial Services

Posted 4 days ago

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

📋 Description

• Assume full responsibility for the complete sales cycle within the designated territory, focusing on hedge funds, asset managers, investment bankers, and sell-side research departments.

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

• Accurately forecast and create the necessary pipeline to achieve and surpass sales goals.

• Collaborate with the marketing team to increase brand visibility.

• Work alongside Product Specialists during trials to ensure client engagement.

• Collect and communicate market and client product requirements to the sales, product management, content, and product marketing teams to enhance product offerings.


⛳️ Requirements

• Over 3 years of pertinent sales experience with a B2B SaaS solution and a network of customers within the Financial Services sector (both buy side and sell side).

• Demonstrated success in meeting sales targets.

• Proficient in prospecting and building a pipeline, recognizing opportunities, gaining access across organizations, influencing stakeholders, and fostering advocacy.

• Quick learner.

• Consistent history of delivering results, characterized by a strong work ethic, initiative, enthusiasm, and dedication.

• Ability to establish rapport with new individuals and maintain ongoing relationships.

• Excellent oral, written, and presentation skills.

• Capable of simplifying and explaining complex issues in straightforward terms.

• Comfortable communicating at all organizational levels.

• Willingness to travel to client locations on a monthly or quarterly basis depending on business requirements.


🏝️ Benefits

• Competitive commission structure with unlimited earning potential.

• Equity opportunities.

• Commitment to equal-opportunity employment.

• Reasonable accommodations for qualified employees with protected disabilities.

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