Account Executive, Financial Services

Centari, Inc.; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Equity

Health coverage

Dental & Vision

Lunch in office

Flexible PTO

401(k) match

Job summary

Centari, Inc. in New York is seeking an Account Executive, Financial Services to build pipeline and close new business in private markets. You’ll run full sales cycles, from first outreach to signed engagement, and help shape the playbook for expansion.

This role is based in our New York office, with travel up to 30%. You will source opportunities, conduct discovery and demos, negotiate commercial terms, manage security reviews, and guide deals through procurement to signature.

Qualifications

• 2–5 years in a quota-carrying B2B software or data sales role.
• Experience selling to private equity, private credit, or financial services firms.
• You enjoy prospecting and can secure a first meeting with a fund GC or head of operations.

Responsibilities

• Source and own a meaningful share of opportunities through outbound, referrals, and industry events.
• Lead full-cycle deals from discovery to close with legal, finance, and operations teams.
• Negotiate commercial terms and pricing; guide deals through security reviews and contracts to signature.
• Maintain accurate forecasting and CRM updates to reflect deal progress.

Skills

B2B software sales

Quota attainment

Pipeline development

Outbound prospecting

Deal closure

Tools

Salesforce

Job description

About Centari

At Centari, we're transforming the world's contracts into actionable intelligence. Every firm has the same AI now. What separates them is institutional intelligence: how the firm has structured deals, priced risk, and navigated markets across every transaction it has closed. It's why a client picks one law firm over another, and why an LP backs one fund over the next. And today, this knowledge sits buried in closed deals and in the heads of the people who worked on them.

Centari brings it to the surface as structured data that AI can act on, empowering companies to generate new revenue and see opportunities no one else can.

The most demanding transactional practices in the world already build on Centari, including deal teams at Ropes & Gray, DLA Piper, Willkie, Fried Frank, and Wilson Sonsini. We proved it in law. Finance and the enterprise face the same problem at even greater scale, and we're going after all of it.

We raised an oversubscribed Series A from investors including Sentinel Global, GTMfund, South Park Commons, Jack Altman, RiverPark Capital, and Recall Capital, and now we're building the team to match our ambition.

For more information, check out centari.com or find us on LinkedIn.

The Role

We're hiring an Account Executive, Financial Services to build pipeline and close new business in the private markets. You'll run full sales cycles, from first outreach to signed engagement, and help build the playbook for expansion.

This role is based in our New York office, with travel of up to 30%.

What You'll Own

• Your pipeline. You’ll source a meaningful share of opportunities yourself through outbound, referrals, and the industry events and conferences where you represent Centari.




• Full-cycle deals. Discovery, demo, business case, and close with legal, finance, and operations teams.




• Commercial terms. You agree pilot success criteria and pricing before a pilot starts, then stay on the account with our customer success team until it converts to a paid engagement. You take each deal through security review and contract negotiation to signature.




• Forecasting. Your CRM reflects what is actually happening in each deal and what’s needed to move it forward.

What You Bring

• 2–5 years in a quota-carrying B2B software or data sales role with a record of hitting your number. Come with the specifics: quota, attainment, average deal size, and a deal you sourced yourself.




• Experience selling to private equity, private credit, or other financial services firms, or a background in fund finance, operations, or banking and a clear reason to move into sales.




• You like prospecting and you're good at it. You can get a fund GC or head of operations to take a first meeting.




• You've taken enterprise deals through procurement: security reviews, MSA negotiation, and contract redlines.




• Nice to have: hands-on experience with credit agreements or fund documents, or experience at an early-stage company.

What We Offer

• Competitive salary and meaningful equity




• Comprehensive health coverage (Centari covers 100% of employee premiums)




• Dental and vision (Centari covers 75% of employee premiums)




• 401(k) with match up to 4%




• Lunch covered for in-office team




• Flexible PTO