Account Executive

Account Executive – Strategic Financial Communications

Dallas, TX (in-office)

About Collateral

Collateral is a strategic communications advisory firm to financial institutions. We partner with 400+ investment firms, asset managers, and financial platforms to navigate the moments that matter most: raising capital, launching funds and strategies, scaling platforms, entering new markets, communicating with investors, and strengthening reputation and trust.

We sit at the intersection of strategy, capital markets, communications, and execution. Our work combines senior-level counsel with embedded execution to deliver clear, credible, and compelling narratives.

We are growing our commercial team and hiring a senior Account Executive to convert inbound opportunities and expand relationships across our client base.

The Role

You will own the full sales cycle — from first conversation to signed engagement — and carry a quota across both new business and account expansion.

Inbound leads are on your calendar. Your job is to run them well: understand the firm, diagnose the need, and close with conviction. You will also identify and pursue growth opportunities within existing accounts, working closely with client delivery teams to deepen relationships and expand scope.

This is a senior, quota-carrying role for someone who knows financial services, communicates with polish, and wins deals through expertise — not volume.

Core Responsibilities

New Business Development

• Run inbound discovery calls and convert qualified prospects into clients
• Own the full sales cycle from first call through signed SOW
• Develop proposals, presentations, and pricing in partnership with leadership
• Maintain a clean, active pipeline with accurate forecasting

Account Growth & Expansion

• Identify upsell and cross-sell opportunities within the existing client base
• Collaborate with delivery leads to surface expansion conversations at the right moment
• Develop account plans for key relationships and execute against them
• Serve as a strategic connector between client needs and Collateral's capabilities

Market & Client Intelligence

• Stay current on trends across private equity, venture capital, real estate, hedge funds, and asset management
• Bring informed perspective to every client conversation
• Contribute to messaging, positioning, and go-to-market strategy for Collateral

Qualifications

Required Background

• 5–7 years of experience in B2B sales, business development, or account management
• Experience selling to or working within financial institutions, investment firms, or professional services
• Strong understanding of private equity, venture capital, real estate, or asset management
• Track record of hitting quota in a consultative, high-trust sales environment
• Exceptional communication and presentation skills — written and verbal

Professional Skills

• Confident, polished presence in senior-level conversations
• Strong listener who can diagnose a client's real problem quickly
• Highly organized with disciplined pipeline and CRM habits
• Collaborative with delivery teams — not siloed
• Motivated by outcomes, not just activity

What You'll Do in This Role

• Convert inbound leads into signed engagements
• Expand revenue across the existing client base
• Build and maintain a healthy, forecasted pipeline
• Represent Collateral with the credibility and sharpness our clients expect

Location

Dallas, TX (in-office)

Why Join Collateral

Work at the intersection of financial services, strategy, and communications Sell a product that clients genuinely value — and see the results Join a fast-growing firm with real advancement opportunity Be part of building something, not just running a playbook