5+ years in a closing sales role, preferably in software
Experience selling to sophisticated buyers in finance
Background in finance (investment banking or private equity) is a plus
Strong understanding of financial workflows and AI integration
Proven ability to thrive in fast-paced, early-stage environments
Responsibilities
Own the entire sales cycle from prospecting to closing
Build a robust sales pipeline through various demand generation methods
Conduct product demos and engage in consultative discussions with finance professionals
Collaborate with the founding team on messaging and go-to-market strategies
Provide valuable customer insights to product and engineering teams
Develop a repeatable sales process as the team expands
Benefits
Opportunity to work closely with the founding team
Real ownership of sales processes and strategies
In-office work environment in New York
Engagement with cutting-edge AI technology in finance
Potential for career growth in a scaling company
Full Job Description
Location: New York, NY
Work Model: In-office
Industry: AI / Financial Services Software
Compensation: Competitive salary The Opportunity
As an Account Executive, you will bring an AI product into the daily workflows of finance professionals, running deals from first conversation through close. You will sell to sophisticated buyers who live in Excel, PowerPoint, and Word, and who expect a seller who understands how their work actually gets done.
This is an early sales seat with real ownership, working closely with the founding team in the New York office and helping shape how the company goes to market as it scales. Responsibilities
Own the full sales cycle, from prospecting and discovery through negotiation and close
Build pipeline across finance firms through outbound and inbound demand
Run product demos and consultative conversations with finance professionals and their leadership
Partner with the founding team on messaging, pricing, and go-to-market strategy
Feed customer insight back to product and engineering
Help build the repeatable sales process as the team grows
Requirements
Experience in a closing sales role, ideally selling software to sophisticated buyers
Background in finance, such as investment banking or private equity, or experience selling into finance teams, is a strong plus
Comfort speaking credibly about financial workflows and how AI fits into them
High ownership and drive, suited to an early-stage, fast-moving environment
