Account Executive (Fintech)

Location: New York, New York, United States; onsite five days a week

Annual base salary: $120,000–$170,000. Annual on-target variable commission: $150,000 for a fully ramped representative meeting expectations; commission is uncapped.

Company

hirify.global, a Morningstar company, provides financial data and software solutions, including Lumonic, a private credit management platform for automating reporting, compliance, and portfolio monitoring.

What you will do

• Identify and pursue new business opportunities across private credit, private equity, and venture capital markets.
• Build trusted relationships with fund managers, investment professionals, and other stakeholders through consultative selling.
• Own the full sales cycle from outreach and discovery through contract negotiation, closing, and handoff to implementation.
• Conduct product demonstrations and proof-of-concept engagements for Lumonic’s platform.
• Develop technical product knowledge, answer client questions, and communicate platform capabilities.
• Collaborate with implementation, customer, product, and sales teams to support onboarding, adoption, messaging, and growth initiatives.

Requirements

• Bachelor’s degree in Business, Economics, or Finance.
• At least 3 years of full-cycle sales experience, preferably in financial technology or alternative investments.
• At least 3 years of experience in private credit, private equity, and venture markets.
• Ability to prospect independently, build relationships, drive deals, and engage investors in financial discussions.
• Experience with product demonstrations and proof-of-concept engagements, plus strong technical aptitude, communication, and negotiation skills.
• Must be authorized to work in the United States without requiring visa sponsorship now or in the future.

Nice to have

• Experience with HubSpot, Salesforce, Clay, Apollo, or similar CRM and prospecting tools.
• Entrepreneurial mindset and experience working in a fast-moving, cross-functional environment.

Culture & Benefits

• In-person collaboration in a standard office setting, with limited travel to remote offices, business meetings, or events.
• Comprehensive health, dental, vision, disability, accidental death, and life insurance benefits.
• Paid family and paternity leave, vacation, sick and volunteer days, and a paid sabbatical after four years.
• Educational stipend, tuition reimbursement opportunities, CFA exam stipend, and professional training programs.
• 401(k) match, employee stock ownership program, transportation stipend, emergency childcare support, and employee resource groups.