CareerPlan

Account Executive

Sydney, New South WalesFull-time2026-10-07 → 2026-11-11
Hybrid

Core

Drive B2B sales for secure M&A workflow solutions, building relationships with financial advisors, investment banks, and corporates to support deal execution and due diligence.

Role type

Account Executive (B2B Sales)

Builds

Secure virtual data room and M&A workflow platform for financial services and healthcare organizations

Domain

Financial Services / M&A Technology

Deliverable

product features

Required skills

B2B sales experience, client relationship management, sales cycle management, strategic account planning, market outreach, cross-selling, product demonstration

Preferred skills

Experience in financial services or SaaS, knowledge of M&A dynamics, fluency in English and local market language

Technologies

Sales tech stack, virtual data room platform

Responsibilities

Build and grow relationships with bankers, legal counsels, and corporates; Manage the full sales cycle from prospecting to onboarding; Drive product adoption and identify cross-sell opportunities; Execute strategic account plans with clear KPIs; Engage in market outreach and industry events; Collaborate with global teams for client delivery