Account Executive, SaaS (Capital Markets)

Title: Account Executive, SaaS (Capital Markets)

Salary: $145K-$170K OTE Benefits

Industry: FinTech / Capital Markets

Location: New York / San Francisco Bay Area / Chicago

Summary:

Our client is a leading fintech firm delivering enterprise software solutions that empower financial institutions to streamline their capital markets operations. Backed by private equity and led by seasoned industry professionals, this high-growth company provides sophisticated SaaS tools that help banks, asset managers, and corporate clients navigate complex markets with greater efficiency and transparency.

As an Account Executive, SaaS (Capital Markets), you will be responsible for driving new business growth and expanding existing client relationships across the financial services sector. You'll sell enterprise software solutions that address key challenges in areas such as interest rate risk, foreign exchange, and commodities. If you thrive on complex sales cycles and have experience selling into capital markets teams, this is an opportunity to make a significant impact at a fast-growing fintech.

Why Join?

• Join a dynamic fintech during an exciting growth phase, offering autonomy, equity, and significant earning potential.
• Work with cutting-edge technology that is reshaping capital markets operations for mid-sized financial institutions and corporates.
• Collaborate with a team of experts across product, pre-sales, legal, and operations to deliver tailored solutions to clients.
• Collaborative & innovative culture with autonomy and significant earning potential through competitive commissions and equity.

Key Responsibilities:

• Own the full enterprise sales cycle for the company’s SaaS platform, from lead generation through to closing deals.
• Develop and execute a strategic territory plan focused on building relationships with banks, asset managers, hedge funds, and corporates.
• Conduct high-quality client presentations and demonstrations, targeting business heads and C-level decision makers.
• Collaborate with internal teams (pre-sales, product, legal, operations) to ensure smooth deal progression and client onboarding.
• Build and maintain a robust sales pipeline, providing accurate forecasting and consistently meeting or exceeding sales targets.
• Represent the firm at industry events and conferences to expand your network and strengthen the company’s market presence.

Essential Requirements:

• 5 years of enterprise software sales experience, ideally within fintech or financial services, focused on capital markets clients.
• Proven success in selling complex, multi-stakeholder solutions with long sales cycles.
• Strong understanding of capital markets products and workflows, including interest rate derivatives, FX, and commodities.
• Ability to engage and influence senior stakeholders (business managers and C-suite executives) across financial institutions.
• Demonstrated track record of consistently exceeding quotas and developing relationships from early engagement to closed deals.
• Familiarity with structured sales methodologies and a deep understanding of buyer psychology and decision-making processes.
• Excellent verbal, written, and presentation skills, capable of articulating value propositions clearly to technical and non-technical audiences.

Desirable Experience:

• Existing relationships with capital markets technology buyers (banks, insurance companies, asset managers, corporates).
• Background in navigating complex enterprise sales within fintech or financial software.
• Exposure to capital markets regulatory environments and risk management practices.