Account Executive, New Business - Financial Services

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.