Senior Associate Account Executive, Financial Services
Core
New business sales professional selling AI-driven market intelligence platform to financial services clients.
Role type
Senior Account Executive (New Business)
Builds
Enterprise software platform for market intelligence and search
Domain
Financial Services / SaaS
Deliverable
product features
Required skills
SaaS sales, financial services sales (buy/sell side), prospecting, pipeline management, enterprise sales, demos, trials, forecasting, stakeholder management, complex issue simplification, oral/written/presentation skills
Preferred skills
Experience in financial information/research organization, ability to travel monthly/quarterly
Technologies
AI-driven market intelligence platform
Responsibilities
Manage end-to-end sales process for new clients in hedge funds, asset managers, investment banks, and research departments; research opportunities and initiate discussions; build prospect relationships and gain access to decision-makers; conduct product demos and manage trials; forecast sales and develop pipeline to meet/exceed goals; partner with marketing to expand brand awareness; collaborate with product specialists during trials; gather market and client needs to inform product enhancement.
Seniority
Senior, hands-on IC
