Account Executive

Clerq; Toronto; On-site; CAD 100,000 - 150,000; Full time

Benefits offered by this job

Equity included

Hybrid work (3 days/week in Toronto HQ

Remote considered for exceptional perf

Job summary

Clerq is seeking an Account Executive for the Capital Markets segment in Toronto. The role is hybrid (3 days/week at the Toronto HQ) with remote consideration for exceptional performers.

You will own the full sales cycle—from outreach to close—and lead technical demos highlighting Fiscal.ai’s fundamentals data API. You’ll engage buy-side institutions, hedge funds, online brokerages, and fintech platforms, building lasting relationships while maintaining rigorous forecasting in

Qualifications

• 5+ years of quota-carrying B2B SaaS or DaaS sales experience.
• Capital markets literacy and credibility with analysts and data teams.
• Ability to master a complex technical product and deliver demonstrations independently.
• Hunter mentality with a track record of building pipeline from scratch.
• Formally trained in enterprise sales methodologies such as Sandler, Challenger, or MEDDIC.

Responsibilities

• Build and execute self-sourced, multi-channel outbound campaigns to maintain pipeline coverage.
• Lead end-to-end product demonstrations, explaining API use cases and data architecture.
• Represent Fiscal.ai at conferences and develop relationships with asset managers, hedge funds, and fintech platforms.
• Maintain accurate forecasting and pipeline transparency in HubSpot/Salesforce.

Skills

Quota carrying

Capital markets literacy

Technical demonstrations

Hunter mentality

Enterprise sales methodology

Travel willingness

Tools

HubSpot

Salesforce

Job description

Account Executive - Capital Markets
Base: $100,000 - $150,000 | OTE: $200,000 - $300,000+ (Uncapped + Accelerators) | Equity Included | 2 Openings
Location: Hybrid - 3 days/week, Toronto HQ | Remote considered for exceptional performers

ABOUT FISCAL.AI

Fiscal.ai is a leading research and data platform built for capital markets professionals. Combining a high-performance research Terminal with a modern, near-real-time fundamentals API and MCP server, Fiscal.ai is redefining financial data infrastructure for the AI era. The company serves thousands of institutional and professional Clients while reaching millions of end-users through API Clients.

THE ROLE

This is a full-cycle, hunter-oriented Account Executive role for a professional who understands capital markets - not just software sales. You will own your pipeline from initial outreach through close, lead your own technical demonstrations, and build lasting relationships across buy-side institutions, retail brokerages, and financial technology platforms.

We are not looking for order-takers. 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 incumbent data providers.

KEY RESPONSIBILITIES

• Build and execute self-sourced, multi-channel outbound campaigns (email, phone, LinkedIn) to ensure consistent pipeline coverage against assigned quota. Inbound leads and marketing-qualified introductions will be provided, but this role demands a genuine hunter who does not wait to be fed.

Technical Product Ownership

• Lead your own product demonstrations end-to-end — no SE required. You will be expected to articulate the architecture of our fundamentals API, explain data normalization and coverage depth, and confidently handle technical questions from quants, data engineers, and investment professionals.

Relationship & Market Development

• Represent Fiscal.ai at industry conferences and market events, converting introductions into qualified enterprise opportunities. Build and maintain strategic relationships across target segments including asset managers, hedge funds, online brokerages, and fintech platforms.
• Maintain meticulous records in HubSpot/Salesforce to support accurate forecasting and full pipeline transparency. In a fast-moving environment, data integrity is not optional.

Requirements

• 5+ Years of Quota-Carrying Experience: Proven full-cycle B2B SaaS or Data-as-a-Service (DaaS) sales track record, from initial outreach through contract close.
• Capital Markets Literacy: You understand how the buy-side operates. 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.
• Hunter Mentality: Documented history of building pipeline from scratch, not just managing inbound leads or expanding existing accounts.
• Methodology Trained: Formally trained in a recognized enterprise sales methodology such as Sandler, Challenger, or MEDDIC.
• Travel: Willingness to travel for high-impact client engagements and industry events.

PREFERRED QUALIFICATIONS

• Direct Capital Markets Experience: Previous roles within asset management, hedge funds, prime brokerage, sell-side research, or fintech/wealthtech platforms.
• 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.
• Active Market Participant: You manage a personal brokerage account and follow equities markets closely. This signals genuine engagement with the problems our customers are trying to solve.
• On-Target Earnings: $200,000-$300,000 with fully uncapped commission structure
• Equity: Participation in the company’s equity plan — every team member is an owner
• Environment: Small, high-output team with minimal bureaucracy and a direct line to the founding team