Account Executive (Financial Services)

  • Location


  • Sector:

    Technology Sales

  • Job type:


  • Contact:

    Natalie Oliver

  • Contact email:


  • Consultant:

    Natalie Oliver

We are passionate about helping dealmakers in the world’s biggest relationship-driven industries to find, manage, and close the most important deals. Our Relationship Intelligence platform uses the data exhaust of trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers with their networks to deliver automated relationship insights that drive over 450,000 deals every month. With over 1700 customers in 70 countries on our platform, and being ranked in the Inc. 5000 fastest growing companies, we need more great people to help us scale even more.

In this role, you'll be responsible for building and closing a pipeline of net new accounts from inbound leads as well as supplementing with outbound activities to drive penetration and growth in the Venture Capital, Corporate Venture Capital, Family Office, and Private Equity verticals. This position will report directly to the Sales Manager and you will be joining a seasoned team of talented professionals and leaders that are here to help support you and your success!


  • Review, qualify, and follow up on daily inbound leads
  • Present to prospects, and challenge their thinking about how they can optimize their teams and processes, to drive better business outcomes
  • Close deals with these prospects and in so doing grow our company and accelerate your personal growth and income!
  • Manage your pipeline closely, to drive accurate sales forecasts, and exceed quota
  • Collaborate with our Marketing Team to help shape and tune our messaging to this vertical
  • Receive coaching from your Sales Manager and team members to support your professional growth and improve your performance


  • 5+ years of sales experience selling SaaS products
  • Consistent over quota performance
  • Ability to manage and qualify inbound leads while at the same time developing and executing on an outbound prospecting plan
  • Ability to conduct customer meetings, from discovery to presentation and close, with actionable outcomes to all levels of an organization throughout the sales cycle
  • Knowledge and practical application of both Challenger Sales as well as solution selling methodologies
  • Strong technical acumen to confidently speak to our full solution, including custom API integrations, data enrichment, and reporting
  • Solid understanding of different CRM solutions, and utilization of modern sales tools and methodologies
  • Solid track record of successfully partnering with internal teams to help drive additional value for prospects as well as with existing customers
  • Minimum 4-year bachelor’s degree from an accredited college / university

Bonus Points:

  • You have worked at a startup or high growth company before
  • Selling to financial services companies such as VC, CVC, and PE


  • $90,000 Base Salary
  • $180,000 OTE
  • Equity