Account Executive (Fintech)

Account Executive

We're looking for an experienced sales professional to drive new subscription agreements with top firms and expand existing client relationships through strategic planning and comprehensive account management in a designated sales territory. Success in this role hinges on retaining and growing account revenue while exceeding sales targets. This position offers an exciting opportunity to build a rewarding sales career with our client, making an immediate impact and advancing based on performance and organizational skills.

What you’ll be doing:

• Manage the sales process from beginning to end, securing introductions with decision makers while providing support to users, achieving, and surpassing your sales quota
• Develop a pipeline of new business opportunities within a defined sales territory; this includes new prospective customers and within an existing customer base
• Provide prospective new business clients with an understanding of our client’s products and offerings while developing new relationships with key stakeholders at each firm
• Manage all aspects of the renewal cycle for our client’s subscription relationships, with a focus on expansion opportunities within accounts and subscription renewals. This includes proactive and consultative client support, ensuring high retention and net revenue growth
• Provide clients and prospects with detailed proposals, product demonstrations, and consultations (in person preferred, or via phone)

What you’ll bring to us:

• Minimum 3 years of transferable sales experience in account management or new business roles, preferably in financial services, alternative investments, B2B SaaS sales, or solution selling
• Demonstrated success in meeting quota and retention targets
• Strong negotiation skills for renewal upsells, cross-selling, and product add-ons
• Familiarity with financial market data space, alternative assets, and financial services industries

Qualifications are not as essential as experience. If you feel you have work examples and projects that illustrate what we need, we’re happy to have a conversation.

Why join us?

About Us

You will be joining the world’s leading data and insights provider for the alternative assets market. We empower the global financial community with critical information and leading analytics solutions to help them make faster and smarter investment decisions, and to make them with confidence. A forward-thinking company, we lead our industry through innovation. We trust in the power of data, and we use it to increase transparency in alternatives. We believe that access to information leads to more investment in the ideas and infrastructure that build strong communities.