Account Executive - Fintech Startup - SF

  • Location

    San Francisco

  • Sector:

    Technology Sales

  • Job type:


  • Salary:


  • Contact:

    Theodore Rayden

  • Contact email:


  • Startdate:


  • Consultant:

    Theodore Rayden

My client is an award-winning, independent, research company providing data and intelligence to the financial industry. Investment professionals use their online products to obtain key information for business-critical decision-making. Due to continued growth in their SF office they are looking to hire an AE.


As an Account Executive you will:

• Understand customers’ business goals, help them identify problems in their “status-quo” and provide solutions (where applicable).

• Build and strengthen relationships with prospects via phone, email and Zoom. Occasional travel to customer site/ conferences may be required.

• Deliver and develop proposals, lead product assessments, and support trial processes.

• Reporting and internal administration include; CRM activity log, monthly reports to management, order administration, creating NB analysis and preparing proposals. Continue to provide value to prospects with a view of bringing them on as customers and identify risks and opportunities.

• Gather strong working knowledge of competitors

• Develop knowledge of alternative investment market

• Develop and deliver quarterly territory strategy plans to management

• Collaborate with colleagues and internal departments to achieve goals



• Previous success in a B2B Sales environment (SaaS/Finance is a plus but not requirement)

• Deep curiosity and passion for learning

• Ability to think creatively about solving big problems

• Thoughtful, humble, hard-working mindset

• Excellent written and verbal communication skills



OTE up to $150k (Uncapped) + excellent benefits


For more info please reach out to theodore@intelletec.com