Account Executive, Growth, Upmarket (Fintech)

Location: San Francisco, California, or New York City, New York, United States

Salary: $195,000–$225,000 OTE annually

Company

Connected platform and AI-native ecosystem for private capital, providing software, services, and legal infrastructure for equity management, fund administration, reporting, and transactions.

What you will do

• Build consultative relationships with mid-market and enterprise customers as a trusted advisor.
• Educate customers on cap table, tax, and compensation products.
• Drive product adoption and usage throughout the customer journey.
• Achieve monthly expansion and upsell targets for the Corporations business unit.
• Identify cross-sell and upsell opportunities and align strategies with customer objectives.
• Collaborate cross-functionally and communicate customer needs internally.

Requirements

• 2–4 years of prior SaaS sales experience.
• Demonstrated ability to meet and exceed sales quotas.
• Experience using Salesforce.
• Customer-centric approach, strong emotional intelligence, and effective time management.
• Entrepreneurial mindset, adaptability, humility, and a bias for action.
• Employment authorization in the United States is verified through E-Verify.

Culture & Benefits

• Full-time employment with equity eligibility.
• Market-competitive cash compensation and exceptional benefits.
• Commission plan applicable to the role.
• Customer-focused environment centered on growth and cross-team collaboration.