Account Executive
Core
Drive new-logo acquisition, pipeline growth, and account expansion for B2B enterprise Investment Data solutions.
Role type
Individual contributor Account Executive (B2B Enterprise SaaS)
Builds
New logos, pipeline, and ARR for institutional investors and asset managers
Domain
Financial Technology / Investment Data
Required skills
B2B enterprise sales, lead generation, account management, deal execution, CRM hygiene, sales reporting, MEDDPICC sales methodology, Microsoft stack (Excel, PowerPoint, Teams), Salesforce (SFDC), Clari, Yoodli, AI productivity tools (Claude, Microsoft Copilot)
Preferred skills
Experience with institutional or buy-side clients, financial technology or enterprise SaaS background
Technologies
Salesforce, Clari, Yoodli, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Claude, Microsoft Copilot
Responsibilities
Prospect and qualify new-logo opportunities via outbound and marketing-sourced leads; Partner with senior managers to deepen relationships and drive upsells/cross-sells; Coordinate pricing, approvals, and hand-offs to close enterprise deals; Prepare tailored pitch decks and sales collateral; Maintain accurate pipeline data and sales metrics in CRM
Seniority
Mid-level, quota-carrying IC
