Account Executive

Collateral Partners; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Direct access to firm leadership

Embedded delivery team after close

Remote-first culture with Dallas in‑no

Growth with the company

Job summary

Collateral Partners seeks an Account Executive to own net-new revenue from first conversation through signed contract. You will run discovery, build proposals, negotiate, and close, then hand off cleanly to our delivery team and move to the next opportunity.

You’ll sell sophisticated finance services to GPs, CFOs, and founders, not a software product. This remote-first role includes a base + commission and the option to work in-office if based in Dallas.

Qualifications

• Genuine finance fluency - you understand capital raises, M&A, and fund structures.
• 4+ years closing complex services contracts with sophisticated buyers.
• Full-cycle ownership: discovery, custom proposals, negotiation, contracts - start to finish.
• Comfort selling into private equity, asset management, or professional services firms.

Responsibilities

• Own net-new revenue from first conversation through signed contract.
• Run discovery, build proposals, negotiate, close - then hand off to delivery.
• Hand off to our delivery team and move to the next opportunity.

Skills

Finance fluency

Complex deals closing

Full-cycle selling

Discovery & proposals

Negotiation

Job description

Collateral Partners is finance's integrated communications platform - we work with 400+ investment firms, asset managers, and advisory firms on the moments that matter most: raising capital, executing transactions, and building investor confidence.

We're hiring an Account Executive to own net-new revenue from first conversation through signed contract. You'll run discovery, build proposals, negotiate, close - then hand off cleanly to our delivery team and move to the next opportunity.

This is not a software sale. You're selling sophisticated financial and communications services to GPs, CFOs, and founders who can smell a script in the first 30 seconds. If you can read a pitch deck or fund presentation and immediately understand what a client is trying to accomplish, and you've closed complex services deals with finance-sector buyers before - this is the perfect opportunity to get in early at Collateral Partners.

What you'll need:

• Genuine finance fluency - you understand how capital raises, M&A, and fund structures work, not just the vocabulary
• 4+ years closing complex services contracts with sophisticated buyers
• Full-cycle ownership: discovery, custom proposals, negotiation, contracts - start to finish
• Comfort selling into private equity, asset management, or professional services firms

What you'll get:

• Direct access to firm leadership - no layers between you, the Founder or the Managing Director
• A warm, active pipeline (not a cold start) and an embedded delivery team once you close
• A seat that scales as we continue to grow rapidly

This is a remote-first opportunity with a competitive base + commission on closed business. However, there is an option to go in-office if you are based in Dallas.