CareerPlan

Account Executive - Financial Services

Darien, CT, usFull-time$78k–$100k2026-10-26 → 2026-11-10
Hybrid

Core

Account Executive selling SaaS solutions to buy-side and sell-side financial institutions using first-party and third-party data sets.

Role type

Account Executive (SaaS)

Builds

Alternative data products for financial institutions

Domain

Financial Services / Market Research

Deliverable

product features

Required skills

full-cycle sales, prospecting, pipeline management, market analysis, negotiation, business development

Preferred skills

capital markets knowledge, data and technology passion, Microsoft Office proficiency

Responsibilities

Systematically call/email prospects, execute new account sales, develop customer understanding, conduct market analysis, manage sales pipeline, gather market intelligence, provide internal reports

Seniority

Mid-level (2-7 years experience)