Job Description
Account Executive
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Hybrid - Raleigh, North Carolina, United States
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Base Salary: $150,000 - $170,000 + commission
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The Opportunity:
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Join a fast-growing fintech company in the financial services industry focused on modernizing private market operations. The company provides a regulated secondary trading marketplace and SaaS solutions that simplify transfers and liquidity in private securities, serving operators, private equity firms, family offices, and direct issuers. This Account Executive role offers a high-impact opportunity to drive new revenue, shape market adoption, and work directly with senior stakeholders across private markets and enterprise financial institutions.
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Responsibilities:
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- Prospect, qualify, and generate new business through targeted outbound outreach, cold calling, email campaigns, networking, and industry events.
- Develop and execute strategic account plans for high-growth startups, private equity firms, family offices, and enterprise financial institutions.
- Deliver compelling product demonstrations and tailored presentations that communicate the value of the SaaS platform to technical and non-technical stakeholders.
- Manage the full sales cycle from lead qualification to contract negotiation and deal closure to consistently hit or exceed quota.
- Maintain accurate pipeline and activity tracking in CRM, producing regular forecasts and progress reports.
- Build and nurture strong, long-term relationships with key decision-makers, acting as a trusted advisor throughout onboarding and beyond.
- Stay current on private markets, secondary trading, capital markets trends, and competitor activity to inform sales strategy.
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Must-Have Skills:
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- Proven track record in SaaS sales with 3+ years of quota-carrying experience.
- Experience selling to financial institutions, private equity firms, family offices, or enterprise finance teams.
- Demonstrated hunter mentality with strong outbound prospecting and closing skills.
- Excellent communication, presentation, negotiation, and interpersonal skills.
- Proficiency in CRM tools and pipeline management.
- Ability to obtain required FINRA licensing within 90 days of employment.
- Bachelor's degree in business, finance, or related field (or equivalent experience).
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Nice-to-Have Skills:
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- Familiarity with private equity secondaries, capital markets, or secondary trading platforms.
- Experience engaging direct issuers and family offices.
- Existing relationships within private markets or enterprise financial services sales channels.
- Series 7 or other relevant FINRA licenses.
- Background in high-growth fintech or startup environments and enterprise sales motions.
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