Account Executive
Core
Drive relationships and build trust with a diverse client base including financial advisors, investment banks, and corporates to guide them through M&A due diligence and deal execution.
Role type
Account Executive (B2B Sales)
Builds
Secure M&A workflow solutions and virtual data room platforms
Domain
Financial Services / M&A / Capital Markets
Deliverable
client delivery
Required skills
B2B sales experience, relationship building, deal negotiation, product adoption education, strategic account planning, market outreach
Preferred skills
Financial services domain knowledge, SaaS experience, fluency in English and local market language
Technologies
Virtual Data Room (VDR), AI-enabled deal management platforms
Responsibilities
Manage the full sales cycle from prospecting to client onboarding, execute strategic account plans with clear KPIs, drive product adoption and cross-sell opportunities, collaborate with global product and support teams
Seniority
Mid-level (2-4 years experience)