Account Executive, Existing Business

Accountabilities:

• Own the end-to-end sales process within an assigned territory, focusing on expanding existing customer relationships across the financial services market.
• Develop and execute account strategies targeting hedge funds, asset managers, investment banks, sell-side research teams, and other institutional financial organizations.
• Identify expansion opportunities within existing accounts by researching organizations, prospecting new teams and stakeholders, and building relationships at multiple levels.
• Manage the complete sales cycle, including opportunity identification, discovery, product demonstrations, trials, negotiation, and closing.
• Build and maintain a healthy sales pipeline while accurately forecasting performance and consistently working toward or exceeding revenue targets.
• Develop strong customer relationships and internal advocacy to create the conditions for broader enterprise adoption and account expansion.
• Partner closely with product specialists during customer trials to maximize engagement, address questions, and demonstrate relevant product value.
• Collaborate with marketing to support brand awareness and generate additional opportunities within the target market.
• Capture and communicate customer and market insights to sales, product management, content, and product marketing teams to inform product and content development.
• Maintain a high standard of professionalism, initiative, work ethic, and customer engagement throughout the sales process.
• Travel to customer meetings approximately monthly or quarterly, depending on business requirements.

Requirements:

• Proven experience in B2B sales, preferably selling SaaS technology, financial information, research, or related solutions to financial market participants.
• Direct experience selling to institutional investors and financial professionals, particularly within buy-side or sell-side organizations.
• Demonstrated success achieving and exceeding sales targets in a full-cycle closing role.
• Strong prospecting and pipeline-generation capabilities, including the ability to identify opportunities and gain access to senior stakeholders across complex organizations.
• Experience managing and expanding existing customer relationships through consultative and value-based selling.
• Strong business acumen and the ability to understand complex customer challenges and communicate solutions in clear, accessible terms.
• Exceptional relationship-building, communication, negotiation, and presentation skills, with confidence engaging stakeholders at all organizational levels.
• Entrepreneurial mindset, curiosity, energy, and the ability to learn quickly in a high-growth environment.
• Strong sense of ownership, initiative, accountability, and commitment to achieving measurable results.
• Ability to collaborate effectively with marketing, product, product specialists, and other cross-functional teams.
• Comfortable using research and account intelligence to uncover opportunities and develop strategic account plans.
• Willingness and ability to travel to clients monthly or quarterly based on business needs.
• Eligibility to work in Canada.

Benefits:

• Competitive base salary of CAD $102,000–$163,000, with final compensation determined by experience, expertise, and other relevant factors.
• Generous commission plan with uncapped earning potential.
• Equity participation.
• Competitive overall benefits program.
• Opportunity to work remotely from Canada.
• High-growth, entrepreneurial environment with significant opportunity to contribute to business expansion.
• Exposure to leading organizations across the financial services and investment landscape.
• Opportunity to collaborate with cross-functional teams spanning sales, marketing, product, content, and product specialists.
• Career growth opportunities within a rapidly expanding global technology organization.