Account Executive, New Business - Financial Services
Core
Drive new client acquisition for a B2B SaaS solution targeting institutional investors and enterprise organizations in the Financial Services market.
Role type
Senior Account Executive (New Business)
Builds
New business revenue and customer adoption for a B2B SaaS platform
Domain
Financial Services / B2B SaaS
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Full-cycle enterprise sales, B2B SaaS sales, consultative selling, pipeline management, stakeholder engagement, revenue forecasting, cold calling/prospecting, negotiation, product demonstration
Preferred skills
Experience with hedge funds, asset managers, investment banks, private equity, venture capital, sell-side research organizations
Technologies
B2B SaaS platforms
Responsibilities
Own the end-to-end new business sales process within an 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; Provide accurate sales forecasts and maintain visibility into opportunity progress; 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