Account Executive

Our client is seeking a high-energy, results-driven Account Executive to join their go-to-market team. This role will focus on closing new business in various segments, helping to drive revenue during a critical growth phase. The ideal candidate is a self-starter with previous experience in B2B sales—ideally in FinTech or at a financial services fund or firm—and is based in or willing to relocate to Austin or NYC.

Key Responsibilities

• Own the full sales cycle—from prospecting and discovery to product demos, negotiation, and close
• Manage a pipeline of qualified inbound and outbound opportunities using CRM tools (e.g., Salesforce, HubSpot)
• Understand client pain points and position tailored solutions that address financial and operational challenges
• Collaborate with marketing and sales development to optimize messaging and lead conversion
• Work closely with product and onboarding teams to ensure a smooth handoff and long-term customer success
• Track performance metrics, forecast revenue, and report regularly to sales leadership
• Represent the brand in the local FinTech, startup, and SMB communities in Austin or NYC

Qualifications

• 5-8 years of B2B sales experience, preferably in FinTech or financial services
• Proven track record of meeting or exceeding sales targets
• Strong communication, negotiation, and consultative selling skills
• Comfortable working in a startup environment with evolving priorities and fast decision cycles
• Based in Austin, TX or New York, NY

Preferred Qualifications

• Experience with capital markets, private credit, and debt funds
• Bachelor's degree in Business, Finance, Economics, or a related field