Account Executive, Buy-Side

Role responsibilities

The Account Executive is responsible for hitting quotas by acquiring new business and retaining and growing a portfolio of existing buy-side clients. They must drive platform adoption, manage renewals, and collaborate with internal product and success teams to maximize value for customers.

Requirements

Candidates need at least 5 years of sales or account management experience, preferably in FinTech or SaaS, and a bachelor's degree in Business, Finance, or Economics. Experience with capital markets and proficiency in tools like Excel, HubSpot, and MixPanel are highly advantageous.

Key skills

Account Management, Sales, Equity Capital Markets, FinTech, SaaS, Data Analytics, CRM Management, Forecasting, Client Retention, Prospecting, Presentation Skills, Communication Skills, Collaboration, Business Intelligence, Strategic Partnerships, Customer Engagement

Keywords

Equity Capital Markets, ECM, FinTech, SaaS, Buy-Side, Sell-Side, Excel, MixPanel, Slack, HubSpot, Business Intelligence, CRM, Investment Banking, Investment Management, AUM, Churn Reduction, Renewal Uplifts, Customer Success, Wall Street, Data Analytics, Collaboration Tools, Financial Services, Account Management, Business Development, On-Target Earnings, OTE