Account Executive, New Business - Financial Services
Core
Drive new client acquisition for B2B SaaS solutions targeting institutional investors and enterprise organizations in the Financial Services market.
Role type
Senior Account Executive (New Business)
Builds
New business revenue through full-cycle sales process
Domain
Financial Services / B2B SaaS
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
B2B SaaS sales, full-cycle enterprise sales, prospecting, cold calling, value-based selling, negotiation, pipeline management, stakeholder engagement
Preferred skills
Experience with hedge funds, asset managers, investment banks, sell-side research, private equity, venture capital, private credit
Technologies
None stated
Responsibilities
Own end-to-end new business sales process within assigned territory; Research target accounts and build relationships with decision-makers; Develop pipeline through proactive prospecting and cold calling; Conduct discovery conversations and value-based product demonstrations; Manage product trials to encourage user adoption; Lead opportunities through negotiation and closing; Build and maintain sufficient pipeline coverage to meet revenue targets; Provide accurate sales forecasts; Partner with Marketing to strengthen market awareness; Capture market feedback and communicate insights to product teams; Maintain strong relationships with prospects and customers; Travel for prospect and customer meetings when required
Seniority
Senior, hands-on IC