Fiscal AI

Account Executive - Capital Markets

New York, New York, United States · Exec

Sponsorship not specified$125k-$150kDetected 22 days ago

HubSpotSalesforceCRMSalesAccount ManagementOutbound SalesAccountingForecastingResearch

About the role

This is a full-cycle, hunter-oriented Account Executive role for a professional who understands capital markets - not just software sales.
We are looking for someone who wakes up curious about the market, understands why a portfolio manager cares about KPI coverage depth, and can credibly position Fiscal.ai's data infrastructure against data incumbents.

Inbound leads and marketing-qualified introductions will be provided, but this role demands a genuine hunter who does not wait to be fed.
Build and maintain strategic relationships across target segments including asset managers, hedge funds, online brokerages, and fintech platforms.
CRM & Forecast Discipline Maintain meticulous records in HubSpot/Salesforce to support accurate forecasting and full pipeline transparency.
Hunter Mentality: Documented history of building pipeline from scratch, not just managing inbound leads or expanding existing accounts.

Technical Product Ownership Lead your own product demonstrations end-to-end - no SE required.
You know what a portfolio manager means when they ask about factor exposure, why KPI normalization matters, and how financial data flows from source to application.
You do not need to be a CFA, but you must be credible in a room with analysts and data teams.
Technical Proficiency: Ability to master a complex technical product and deliver compelling demonstrations independently, including API use cases and data architecture concepts.

Financial Data Domain Knowledge: Familiarity with financial data APIs, terminal platforms, or the broader financial data and analytics vendor landscape.
Established Network: Existing relationships within online brokerages, institutional asset managers, family offices, or fintech platforms.
Willingness to travel for high-impact client engagements and industry events.
The following are not requirements, but candidates who bring these attributes will have a meaningful advantage:

$250,000 - $300,000+ (Uncapped) | Equity Included | 2
Participation in the company's equity plan - every team member is an owner
Pipeline Development Build and execute self-sourced, multi-channel outbound campaigns (email, phone, LinkedIn) to ensure consistent pipeline coverage against assigned quota.

This listing is sourced directly from Fiscal AI's careers page and normalized into a canonical job model.