Account Executive - Banking/Hedge Funds

Lever, Inc.; New York, Northern (NY, KY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Kpler in North America is seeking an Account Executive focused on new business across Banking & Hedge Funds. You will map opportunities and build direct relationships with institutions, connecting with our trade intelligence and analytics to help leaders uncover actionable signals.

The role demands 6–8+ years of experience in SaaS sales, a proven outbound hunter, and success selling to banks, hedge funds, or asset managers.

Qualifications

• 6–8+ years of full-cycle, new-business SaaS sales experience.
• ProvenOutbound hunter, self-sourcing majority of your pipeline.
• Direct experience selling into investment banks, hedge funds, asset managers, or trading desks.
• Strong consultative selling across trading, research, risk, and data science teams.

Responsibilities

• Drive 100% net-new pipeline generation across North America.
• Self-source high-value opportunities through outbound account mapping and campaigns.
• Orchestrate the full sales cycle from outreach to closing net-new accounts.
• Multi-thread target accounts across portfolio managers, quantitative analysts, commodities traders, and risk officers.
• Represent Kpler in-market at major industry events and conferences.
• Partner cross-functionally with Product, Sales Engineering, Market Analysts, and Customer Success.
• Maintain CRM forecasting discipline with pipeline stages and close dates.

Skills

New business sales

SaaS sales

Outbound prospecting

Multi-thread selling

CRM forecasting

Job description

At Kpler, we are dedicated to helping our clients navigate complex markets with ease. By simplifying global trade information and providing valuable insights, we empower organisations to make informed decisions in commodities, energy, and maritime sectors.

Since our founding in 2014, we have focused on delivering top-tier intelligence through user-friendly platforms. Our team of over 850 experts from 69 countries works tirelessly to transform intricate data into actionable strategies, ensuring our clients stay ahead in a dynamic market landscape. Join us to leverage cutting-edge innovation for impactful results and experience unparalleled support on your journey to success.

About the Role

As an Account Executive dedicated to New Business across Banking & Hedge Funds, you will be a vital catalyst in expanding Kpler’s market footprint across North America's premier financial institutions. In this newly created hunting role, you will map unexplored territories and build direct relationships with commodities trading desks, macro funds, and quantitative research teams. By connecting sophisticated market participants with our proprietary trade intelligence and analytics, you directly enable financial leaders to uncover actionable market signals and optimize strategic decisions.

Key Responsibilities

• Drive 100% net-new pipeline generation by developing and executing a targeted territory plan across tier-one investment banks, hedge funds, and financial institutions in North America.

• Self-source high-value opportunities through rigorous outbound account mapping, targeted campaigns, and direct engagement with key decision-makers across institutional buying committees.

• Orchestrate the full sales cycle from initial outreach, discovery, and product demonstrations through to commercial negotiation and closing net-new accounts.

• Multi-thread target accounts by engaging portfolio managers, quantitative analysts, commodities traders, and risk officers to tailor product solutions to their workflows.

• Represent Kpler in-market at major industry events and conferences, establishing a strong personal network across the North American banking and hedge fund community.

• Partner cross-functionally with Product, Sales Engineering, Market Analysts, and Customer Success to refine win themes, align messaging, and ensure seamless client onboarding.

• Maintain CRM forecasting discipline, tracking pipeline stages, close dates, and next steps to consistently hit or exceed quarterly net-new bookings targets.

Experience & Background

What you'll need (Must-haves)

• 6–8+ years of full-cycle, new-business sales experience within SaaS, financial market data, research analytics, or alternative data platforms.

• A proven track record as an outbound hunter, consistently self-sourcing a majority of your pipeline to achieve net-new revenue targets.

• Direct experience selling into investment banks, hedge funds, asset managers, or trading desks.

• Strong consultative selling ability with demonstrated success multi-threading across complex organizations (e.g., trading, research, risk, and data science teams).

Nice-to-haves

• Pre-existing relationships with trading desks, research teams, or quantitative data science teams across North American financial institutions.

• Familiarity with commodity markets, trade-flow analytics, AIS/maritime tracking, or freight and storage data.

We are a dynamic company dedicated to nurturing connections and innovating solutions to tackle market challenges head‑on. If you thrive on customer satisfaction and turning ideas into reality, then you’ve found your ideal destination. Are you ready to embark on this exciting journey with us?

We make things happen

We act decisively and with purpose, going the extra mile.

We buildtogether

We foster relationships and develop creative solutions to address market challenges.

We are here to help

We are accessible and supportive to colleagues and clients with a friendly approach.

Our People Pledge

Don't meet every single requirement? Research shows that women and people of color are less likely than others to apply if they feel like they don't match 100% of the job requirements. Don't let the confidence gap stand in your way, we'd love to hear from you! We understand that experience comes in many different forms and are dedicated to adding new perspectives to the team.

Kpler is committed to providing a fair, inclusive and diverse work-environment. We believe that different perspectives lead to better ideas, and better ideas allow us to better understand the needs and interests of our diverse, global community. We welcome people of different backgrounds, experiences, abilities and perspectives and are an equal opportunity employer.

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