Account Executive- Financial Services

Bainbridge, Inc.; Dallas (TX); On-site; USD 108,000 - 132,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Job summary

Bainbridge- Financial Services in Dallas, TX seeks an Account Executive to join our growing private equity and M&A sales team. You will engage directly with business owners, CEOs, and senior executives on potential acquisitions, investments, and strategic opportunities.

This role emphasizes consultative selling, building new business, and managing an active pipeline through Salesforce CRM. You will collaborate with leadership to identify opportunities across industries and drive revenue

Qualifications

• Bachelor's degree in business, finance, economics, marketing, or related field.
• Experience in B2B sales, business development, or client-facing roles.
• Proven consultative selling, outbound prospecting, and developing new business opportunities.

Responsibilities

• Identify and cultivate potential acquisition and investment opportunities.
• Engage business owners and senior executives in substantive business conversations.
• Develop relationships and advance opportunities through the business development process.
• Apply consultative selling skills to understand business objectives and recognize potential opportunities.
• Engage business owners in discussions regarding financial performance, including revenue and EBITDA, growth objectives, and strategic opportunities.
• Conduct initial business assessments, gather relevant data, and present potential opportunities to prospective clients.
• Manage prospecting activities, client communications, and opportunity progression through Salesforce CRM.
• Maintain an active pipeline through consistent follow-up, relationship development, and effective time management.
• Collaborate with leadership and colleagues across teams.

Skills

Consultative selling

B2B sales

Relationship development

Education

Bachelor's degree in business/finance/economics/marketing

Tools

Salesforce CRM

Job description

Bainbridge- Financial Services

Account Executive- Private Equity and M&A
The Opportunity
Bainbridge is seeking an accomplished Account Executive to join our growing M&A sales team.

This position offers the opportunity to move beyond traditional B2B sales and engage directly with business owners, CEOs, and senior executives on potential acquisitions, investments, and strategic business opportunities.

Our executives play a key role in identifying and developing relationships that can lead to significant transactions across a diverse range of industries and businesses.

We welcome ambitious sales professionals who bring strong commercial instincts, confidence in executive-level conversations, and a proven ability to develop new business.

Key Responsibilities

• Identify and cultivate potential acquisition and investment opportunities.
• Engage business owners and senior executives in substantive business conversations.
• Develop relationships and advance opportunities through the business development process.
• Apply consultative selling skills to understand business objectives and recognize potential opportunities.
• Engage business owners in discussions regarding financial performance, including revenue and EBITDA, growth objectives, and strategic opportunities.
• Conduct initial business assessments, gather relevant data, and present potential opportunities to prospective clients.
• Manage prospecting activities, clientcommunications, and opportunity progression through salesforce CRM.
• Maintain an active pipeline through consistentfollow-up, relationship development, and effective time management.
• Collaborate with leadership and colleagues across teams.

Qualifications

• Bachelor's degree in business, finance, economics, marketing, or related field.
• Provenexperience in B2B sales, business development, account management, or related client- facing role.
• Demonstrated success in consultative selling, outboundprospecting, and developing new business opportunities.
• Strong communication and interpersonal skills, with the confidence to engage business owners, C-suiteexecutives, and senior decision-makers.
• Ability to conduct thoughtful business conversations, ask insightfulquestions, and identify potential opportunities.
• Excellent organizational skillswith experiencemanaging salespipelines, maintaining accurate CRM records, and following through on commitments.
• Self motivated, resourceful, and comfortable working independently within a collaborative, results- oriented team.

About Bainbridge

Bainbridge is an established financial services firm with a distinguished history of advising Fortune 1000 companies on complex business challenges and strategic initiatives. Building on its foundation in management consulting, the firm serves private equity firms and institutional investors, identifying acquisition and investment opportunities across a broad range of industries.

Today, Bainbridge continues to grow, with expanding business divisions infintech and investment bankingthat reflect the firm's commitment to innovation, strategic growth, and new opportunities.

Our culture combines the sophistication and professional standards of an established institution with an energetic, collaborative environment where people are encouraged to take initiative. With accessible leadership, talented colleagues, and a shared commitment to learning and excellence, Bainbridge offers an environment where individuals can contribute, develop, and thrive.

Compensation

Base salary of up to $120,000.00, including an uncapped transaction-based incentive plan with significant six figure total earning potential.

Featured Benefits

Medical insurance, Vision insurance, Dental insurance