Account Executive — Financial Advisory for VC/PE Growth

Kranz Consulting; California (MO); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

401K with employer match

Health benefits

Bonus program

Vacation & holidays

Career development

Job summary

Kranz Consulting is seeking an experienced Account Executive to drive new client growth and retention for its Silicon Valley-based team, reporting to the SVP of Business Development. This on-site role will be based in our Orange County office and focus on expanding the firm’s presence in the marketplace.

The ideal candidate has 7–10 years in business-to-business sales, a background in accounting/finance, and experience with PE/VC clients. Proficiency in HubSpot and Salesforce is required.

Qualifications

• Bachelor's degree required.
• 7-10 years of business-to-business sales experience, accounting/finance background is required.
• Experience in Private Equity and Venture Capital services environment is preferred.

Responsibilities

• Manage territory via CRM and develop business through research, lead generation, prospecting, networking and in-person or virtual appointments.
• Develop and maintain prospect lists for PE/VC funds and portfolio companies, building relationships with management teams.
• Research and qualify sales opportunities for new and existing clients.
• Maintain active participation in networking organizations and meet weekly activity targets.
• Regularly make calls, attend client meetings and events to deepen executive ties as a consultative partner.
• Sell staffing and financial consulting services to companies and venture capital firms.

Skills

CRM

Lead generation

Cold calling

Networking

Negotiation

Sales strategy

Account management

Client relationships

Communication

Teamwork

Education

Bachelor's degree

Tools

HubSpot

Salesforce

Job description

Kranz Consulting is seeking an experienced Account Executive to drive new client growth and retention for its Silicon Valley-based team, reporting to the SVP of Business Development. This on-site role will be based in our Orange County office and focus on expanding the firm’s presence in the marketplace.

The ideal candidate has 7–10 years in business-to-business sales, a background in accounting/finance, and experience with PE/VC clients. Proficiency in HubSpot and Salesforce is required.