Numerix
Sales Executive
New York, New York, United States
Sponsorship not specifiedDetected 22 days ago
Full-Stack DevelopmentLLMsStakeholder ManagementSalesforceCRMSalesAccount ManagementBusiness DevelopmentNegotiationOutbound SalesResearchLeadershipCommunicationCollaborationMentoringAdaptability
About the role
- Since our founding in 1996, we have been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics and software that redefine pricing and risk management in the financial markets.
- With the strategic acquisitions of FINCAD, PolyPaths and Kynex, Numerix has further strengthened its leadership position empowering financial institutions worldwide, to transform risk into opportunities with confidence.
Responsibilities
- Own outbound prospecting across your assigned territory using account-based strategies, targeted research, and AI-assisted signal identification.
- Use Claude AI to build pre-call briefs, personalize outbound sequences, and identify relevant buying triggers.
- Uncover customer pain, business drivers, and decision criteria to build a compelling case for change.
- Manage stakeholders, set clear next steps, and maintain deal momentum through signature.
- Maintain accurate CRM data, pipeline hygiene, and forecast discipline in Salesforce.
- Qualify and document larger opportunities thoroughly before handing them off to Senior Account Executives.
- Deliver structured handover briefings that capture buyer context, pain points, stakeholders, and deal dynamics.
- Stay involved in larger deals as a support resource where appropriate, deepening your exposure to complex enterprise sales cycles.
Requirements
- 2-4 years of SDR or business development experience in B2B SaaS, FinTech, or financial services - with a strong, verifiable track record of hitting and exceeding quota.
- Proficiency in Salesforce
- familiarity with Clari and Highspot is an advantage.
Nice to have
- Prior SDR or BDR experience selling into financial services, trading firms, asset managers, or hedge funds.
- Familiarity with firms trading derivatives, fixed income, and/or structured credit.
- Experience with trading or risk management software.
- Demonstrated readiness to move beyond top-of-funnel work
- experience running discovery calls, demos, or early-stage deal cycles is a strong plus.
- Hands-on experience with Claude AI or comparable large language models - for prospecting research, outbound writing, or call preparation - is strongly preferred.
- Fluency with structured sales methodologies
- MEDDPICC experience or training is a plus.
Skills
- Our sales motion is powered by Claude AI across account targeting, pre-call planning, and post-call coaching.
- Candidates already fluent with Claude or comparable AI tools will hit the ground running and have a clear advantage from day one.
- A Stepping Stone to Full Account Executive
- It is the ideal bridge between top-of-funnel mastery and full-stack enterprise selling.
- How We Use Claude AI on This Team
- Our sales motion is built around Claude.
Compensation
- The annual pay range for this position is based on the preferred primary location listed above.
- If you are applying from a location that is not the preferred primary location, please keep in mind that the salary range may vary and may fall outside of what is listed.
- Base pay offered may vary depending on job-related knowledge, skills, and experience.
- Please note that unsolicited contact from third-party recruiters or agencies will not be considered at this time.
- We respectfully request no outreach from agencies.
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