Account Executive, Buy-Side

3 нед. назад

200k–250k USD / yearUSAHybrid

Account Executive for buy-side clients at fintech company specializing in equity capital markets, focused on sales, client retention, and growth.

The Company   Capital Markets Gateway LLC (CMG) is a capital markets-focused fintech transforming global equity capital markets (ECM) through data, technology, and connectivity. As the preferred source for ECM analytics and the first network connecting the buy-side and sell-side for ECM workflows, we are committed to reshaping how capital markets operate. Founded in 2017 by a team of ECM practitioners, CMG has completed three successful fundraising rounds and is backed by a group of the world’s most prestigious financial institutions. The CMG platform is currently relied upon by nearly 150 buy-side firms representing $40 trillion in AUM and 22 global investment banks. For more information, please visit.     The Role   CMG is seeking a Buy-Side Account Execu

Actively retain and grow a portfolio of assigned clients to meet and surpass quarterly and annual quotas 
Hit a new business quota based on a set territory of prospects 
Drive customer engagement to establish champion users across a book of clients 
Identify customer expansion opportunities & churn risks  
Prospect daily for new business 
Meet with clients quarterly to define client expectations and ensure CMG is providing value to their ECM process  
Become a trusted member of the ECM community  
Develop in-depth understanding of the clients buying process and an intimate knowledge of the key players involved and approval process  
Record all calls, meetings, and emails in CMG’s CRM system  
Accurately forecast upcoming renewals and growth opportunities monthly  
Collaborate with the CMG Customer Success team to provide top-notch customer success  
Ensure renewals come in on time and consistently with growth  
Provide product feedback, sentiment, and trends in the industry to internal teams  
Partner with Marketing to develop and deliver collateral to support growth and adoption initiatives

At least 5+ years of prior account management or sales experience, preferably within FinTech or SaaS  
Experience with data analytics & collaboration tools, including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms  
Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (Head Trader, IT/Ops Leads, Sales Traders, etc.)  
Capital Markets experience with Investment Bank and/or Investment Management is a strong advantage  
Previously managed the renewal process for the assigned portfolio of accounts to hit quota  
B.S. or B.A. in Business Management, Finance, Economics, or similar study  
You have an entrepreneurial mindset and a ‘can-do’ attitude