We are seeking a Senior Account Executive to expand our footprint among institutional prospects. This role will own the full sales cycle, including cold outreach, pipeline building and management, and contract negotiations focused on banks, broker-dealers, RIAs, and wealth managers. This is a high-impact role focused on strategic growth areas.
REQUIRED SKILLS AND EXPERIENCE
• Proven outbound hunter who owns their pipeline from zero and is comfortable with cold outreach, relentless follow-up, and building relationships from scratch without a warm lead handoff
• Familiarity with financial services ecosystems, including asset management, fixed income, and portfolio management
• Track record of consistently exceeding sales targets in a long-cycle, complex sales environment
• Own pipeline end-to-end: prospect, qualify, nurture, and close new business with financial institutions, banks, broker-dealers, and RIAs through outbound outreach, networking, and other prospecting
• Develop and execute a strategic sales plan to exceed revenue targets