We are working exclusively with our client to find a Founding Account Executive.
About:
Our client is building software that helps institutional investors understand how changing economic conditions could affect their portfolios. The platform combines forward-looking scenario analysis with risk modelling, helping investment teams assess exposures and make better asset allocation decisions.
Many investment teams rely on tools built for other purposes or models that assume the future will resemble the past. This platform helps them explore unfamiliar scenarios, from geopolitical disruption to shifts in inflation and interest rates, and understand what those changes could mean for their investments.
With an eight-person team, £1.6m in seed funding and three paying institutional clients, the business has reached approximately £110k ARR and built a pipeline worth more than £2m. It is targeting £300k ARR by the end of 2026 and £800k - £1m ARR in 2027.
They are now hiring a Founding Account Executive to build outbound pipeline and progress opportunities alongside the founders. This is a hands-on new business role with the opportunity to shape how a specialist investment technology platform goes to market.
Key Highlights:
- Founding AE opportunity, working directly with the CEO and founding team.
- Forward-looking investment software built for asset allocation and risk decisions.
- Eight-person team with £1.6m in seed funding secured in 2026.
- Three paying institutional clients and approximately £110k in current ARR.
- More than £2m in pipeline, with enterprise negotiations already underway.
- Targeting £300k ARR by year-end 2026 and £800k in 2027.
- Current contracts range from approximately £30k to £120k ARR.
- Engage CIOs, Chief Risk Officers and investment strategy and research leaders.
- Help refine a sales process moving towards focused, four-week proofs of concept.
- Shape the outbound playbook and contribute to the journey towards Series A.
Role:
- Build a targeted outbound pipeline across pension funds, asset managers and other institutional investors, identifying organisations with a clear need for better asset allocation and risk analysis.
- Run consultative discovery with investment strategy, research and risk teams to understand their existing tools, portfolio challenges and reasons to change.
- Translate a sophisticated technical proposition into a clear business case around understanding risk exposure, evaluating future scenarios and supporting investment decisions.
- Bring the founders into opportunities at the right stage, using their expertise to build credibility while taking increasing ownership of deals through to close.
- Coordinate product demonstrations and focused proofs of concept with the technical and research teams, agreeing success criteria and clear next steps with buyers.
- Manage complex institutional buying processes, building champions and relationships across investment and risk stakeholders throughout sales cycles currently lasting six to twelve months.
- Maintain disciplined qualification, pipeline management and forecasting, helping turn early traction into a more consistent and repeatable sales process.
- Work with the founders to test messaging, prioritise market segments and turn thought leadership, industry events and buyer feedback into commercial opportunities.
Requirements:
- A track record of generating new business and progressing complex B2B software or analytical solution sales.
- Strong outbound prospecting skills, with the ability to identify relevant accounts, open senior conversations and build pipeline independently.
- Confidence in engaging sophisticated buyers and learning a technical product well enough to lead credible commercial discussions.
- Strong discovery skills and the ability to connect a specialist product to the buyer’s investment process, risk challenges and business priorities.
- Experience navigating long sales cycles, building internal champions and maintaining momentum across multiple stakeholders.
- Comfortable working in an early-stage business where messaging, processes and the sales playbook are still developing.
- Low ego, receptive to feedback and collaborative, with the ownership and persistence to work closely with founders and technical specialists.
- Experience selling investment technology, risk analytics or related solutions to institutional investors would be particularly relevant.