Account Executive, Financial Services

Centari, Inc

• $110K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-5 years in B2B software or data sales with proven quota attainment
  • Experience selling to private equity or financial services firms
  • Strong prospecting skills with a proven ability to initiate meetings
  • Experience navigating enterprise procurement processes
  • Familiarity with credit agreements or fund documents (preferred)

Responsibilities

  • Source opportunities through outreach, referrals, and events
  • Manage full sales cycles from discovery to closure
  • Negotiate pilot success criteria and pricing prior to engagement
  • Collaborate with customer success during transition to paid engagement
  • Maintain accurate deal forecasting in CRM

Benefits

  • Competitive salary with equity options
  • Full health coverage with 100% of employee premiums covered
  • 75% coverage for dental and vision premiums
  • 401(k) plan with up to 4% matching contribution
  • In-office lunch provided
  • Flexible paid time off policy
Full Job Description
The Role

We're hiring an Account Executive, Financial Services to build pipeline and close new business in the private markets. You'll run full sales cycles, from first outreach to signed engagement, and help build the playbook for expansion.

This role is based in our New York office, with travel of up to 30%.

What You'll Own
  • Your pipeline. You'll source a meaningful share of opportunities yourself through outbound, referrals, and the industry events and conferences where you represent Centari.
  • Full-cycle deals. Discovery, demo, business case, and close with legal, finance, and operations teams.
  • Commercial terms. You agree pilot success criteria and pricing before a pilot starts, then stay on the account with our customer success team until it converts to a paid engagement. You take each deal through security review and contract negotiation to signature.
  • Forecasting. Your CRM reflects what is actually happening in each deal and what's needed to move it forward.


What You Bring
  • 2-5 years in a quota-carrying B2B software or data sales role with a record of hitting your number. Come with the specifics: quota, attainment, average deal size, and a deal you sourced yourself.
  • Experience selling to private equity, private credit, or other financial services firms, or a background in fund finance, operations, or banking and a clear reason to move into sales.
  • You like prospecting and you're good at it. You can get a fund GC or head of operations to take a first meeting.
  • You've taken enterprise deals through procurement: security reviews, MSA negotiation, and contract redlines.
  • Nice to have: hands-on experience with credit agreements or fund documents, or experience at an early-stage company.


What We Offer
  • Competitive salary and meaningful equity
  • Comprehensive health coverage (Centari covers 100% of employee premiums)
  • Dental and vision (Centari covers 75% of employee premiums)
  • 401(k) with match up to 4%
  • Lunch covered for in-office team
  • Flexible PTO

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