Account Executive, New Business - Financial Services

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Account Executive, New Business - Financial Services based in the United States.

The Account Executive will drive new client acquisition across the Financial Services market, with a focus on institutional investors and enterprise organizations. You will own the full sales cycle, from researching and prospecting new opportunities through product demonstrations, trials, negotiations, and closing. The role requires a strong understanding of B2B SaaS sales and established relationships across the buy-side and sell-side financial services ecosystem. You will build and manage a high-quality pipeline while engaging decision-makers and senior stakeholders across target organizations. Close collaboration with Marketing, Product Specialists, Product Management, and other teams will help strengthen customer adoption and market growth. This is an entrepreneurial, high-impact sales role in a fast-growing environment where consistent execution and strong commercial relationships are highly valued.

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Accountabilities:

• Own the end-to-end new business sales process within an assigned territory, targeting hedge funds, asset managers, investment banks, sell-side research organizations, and other Financial Services customers.
• Research target accounts, identify high-value opportunities, initiate conversations, and build relationships with relevant stakeholders and decision-makers.
• Develop pipeline through proactive prospecting and cold calling, gaining access to the appropriate levels and functions within enterprise organizations.
• Conduct discovery conversations and value-based product demonstrations that clearly connect the solution to customer needs and business outcomes.
• Manage product trials from initiation through completion, working closely with Product Specialists to encourage user adoption and engagement.
• Lead opportunities through negotiation and closing while maintaining ownership of the complete sales cycle.
• Build and maintain sufficient pipeline coverage to consistently meet or exceed revenue targets.
• Provide accurate sales forecasts and maintain clear visibility into opportunity progress, risks, and expected outcomes.
• Partner with Marketing to strengthen market awareness, generate demand, and expand reach within the Financial Services sector.
• Capture market feedback and customer requirements and communicate relevant insights to Sales, Product Management, Content, and Product Marketing teams.
• Maintain strong relationships with prospects and customers while identifying opportunities for long-term commercial growth.
• Travel for prospect and customer meetings when required by business needs.

Requirements

• 5+ years of relevant sales experience selling B2B SaaS solutions, with an established customer network within the Financial Services sector, particularly across buy-side and sell-side organizations.
• Proven track record of exceeding sales targets and consistently delivering strong revenue performance.
• Demonstrated experience managing six-figure or seven-figure annual revenue targets.
• Strong full-cycle enterprise sales experience, from prospecting and discovery through product demonstrations, trials, negotiation, and close.
• Proven ability to prospect within defined territories, generate pipeline, identify relevant opportunities, and gain access to senior decision-makers across complex organizations.
• Experience selling directly to institutional investors or investment professionals, including hedge funds, asset managers, investment banks, private equity, venture capital, private credit, or sell-side research organizations, is highly relevant.
• Strong consultative and value-based selling capabilities, with the ability to connect complex products and solutions to customer business needs.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Ability to explain complex issues clearly and concisely to stakeholders at different levels of an organization.
• Energetic, entrepreneurial, and curious approach, with the ability to learn quickly and adapt in a high-growth environment.
• Strong relationship-building skills and a positive, outgoing communication style.
• Consistent reputation for initiative, accountability, strong work ethic, enthusiasm, and commitment to delivering results.
• Willingness to travel for prospect and customer meetings as business needs require.
• Ability to work in Canada, as the source role is listed as Remote - Canada, despite the requested Jobgether location being the United States.

Benefits

• Base compensation range of $121,000–$213,000 CAD.
• Competitive benefits program.
• Generous commission plan with uncapped earning potential.
• Equity participation.
• Remote work opportunity.
• Opportunity to sell a high-value B2B SaaS solution to sophisticated Financial Services organizations.
• Exposure to enterprise customers and senior investment professionals across the financial services ecosystem.
• Opportunity to contribute to a high-growth sales organization and influence future market expansion.

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How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

 Why Apply Through Jobgether? 

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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