Account Executive
talentlyRaleigh, NC
$150,000 - $170,000
APPLYAccount Executive
talentlyRaleigh, NCSenior L5
$150,000 - $170,000
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales and Related Workers, All OtherSales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products
Investment Banking and Securities IntermediationMiscellaneous IntermediationMiscellaneous Financial Investment Activities
APPLY NOWAccount Executive Hybrid - Raleigh, North Carolina, United States
Base Salary: $150,000 - $170,000 + commission The Opportunity:
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.
Responsibilities:
- 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.
- Must-Have Skills:
- 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).Nice-to-Have Skills:
- 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.
Matching similar jobs
Level
Senior L5
Salary
$150,000 - $170,000
Location
Raleigh, NC
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Investment Banking and Securities Intermediation
Posted
9 days ago