Senior Account Executive

Koyfin; United Kingdom; On-site; USD 70,000 - 120,000; Full time

Job summary

An innovative fintech startup is seeking a Senior Account Executive to drive sales through strategic outbound efforts. In this full-cycle role, you'll leverage an extensive user base to build a strong pipeline, schedule meetings, and close high-value deals. The ideal candidate will excel in B2B SaaS sales and possess a strong understanding of finance, enabling effective communication with clients. Join a fast-growing company that values efficiency and innovation, and contribute to impactful work in the financial analytics space.

Benefits

Equity options

Comprehensive benefits package

Competitive salary

Dynamic culture

Impactful work

Qualifications

• 5+ years experience in outbound full-cycle sales.
• Proficiency with financial terms and workflows for researching securities.

Responsibilities

• Manage the full sales cycle from prospect outreach to closing deals.
• Conduct product demos to showcase Koyfin's value to clients.

Skills

B2B SaaS Sales

Outbound Sales

Customer Relationship Management

Analytical Skills

Communication Skills

Education

Bachelor's Degree

Job description

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This range is provided by Koyfin. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70,000.00/yr - $120,000.00/yr

Additional compensation types

Commission and Stock options

Direct message the job poster from Koyfin

Founder / CEO at Koyfin (Research and portfolio tools for FAs and individuals)

Koyfin is a rapidly growing, VC-backed fintech startup founded in 2016. With hundreds of thousands of users, we have built a strong cult following. Every investor deserves powerful, intuitive tools to analyze markets and portfolios without the steep learning curve or sky-high costs of traditional platforms. That’s why we built Koyfin: a modern, accessible analytics platform that combines sleek visualizations, comprehensive data, and customizable tools to empower smarter investment decisions.

Fastest growing research platform for financial advisors using product-led growth (register for free)

Recognized by G2 as a top-rated analytics platform (link)

Rapid growth with new records in usage and revenue every quarter

We’re cash flow positive - and proud of it

About the Role

Reporting to the Head of Sales & Strategy, we are seeking a seasoned Account Executive with deep expertise in Warm Outbound GTM to join our growing team. This is a full-cycle role, where you’ll leverage our extensive base of existing users to build a strong pipeline, schedule meetings, and close high-value deals. The ideal candidate will have a proven track record in B2B SaaS sales, excelling in driving revenue growth through strategic outbound efforts.

A background or understanding of finance is strongly preferred, as it will enhance your ability to connect with and deliver value to our customers.

Key Responsibilities

• Manage the full sales cycle: Oversee prospect outreach, product demos, and customer relationship management. Focus on driving deals from sourcing to closure, specifically targeting SMB accounts with a deal size of $10k—$100k.
• Product Demos: Conduct compelling product demos (virtually) to showcase Koyfin's value and functionality to prospective clients.
• Collaborate with Leadership: Work closely with senior leaders to evolve the sales playbook, establish an outbound sales process, and refine the ICP.
• Achieve Sales Targets: Meet or exceed revenue goals, contributing to the company's growth and profitability.
• Represent Koyfin at Industry Events: Attend 3-4 conferences per year.
• Contribute to Product Development: Gather and communicate customer feedback to cross-functional teams, including product management and engineering, to provide insights and help define product requirements for improving Koyfin's products and services.

Requirements

• 5+ years experience in outbound full-cycle sales
• Experience with selling B2B SaaS product with a track record of exceeding quotas.
• Mastery of the full sales cycle, from lead generation to closing deals.
• Proficiency with financial terms and basic understanding of workflows for researching securities.
• Proactive, independent, and capable of moving projects forward by themselves.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively with cross-functional teams.
• Strong analytical and problem-solving skills.
• Ability to attend industry events and travel as required.
• A passion for investing and the ability to convey Koyfin's value proposition effectively.

Why Join Koyfin

• Competitive Compensation: Enjoy a competitive salary, equity options, and a comprehensive benefits package.
• Innovative Environment: Be part of a fast-growing company at the forefront of financial technology, moving quickly to release new products.
• Dynamic Culture: Customer First, Humility & Respect, Teamwork, Continuous Improvement, and Getting Things Done.
• Impactful Work: Work with a small, talented team where your contributions directly impact the product and the community it serves.
• Industry-Leading Product: Join a company with an industry-leading product that is disrupting the financial analytics space through a product-led growth sales motion.
• Efficiency and Growth: Join a company that values efficiency, sustainable growth, and operational excellence. Koyfin is cash flow positive and emphasizes doing more with less.

Koyfin is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Financial Services and IT System Custom Software Development

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