Account Executive - Financial Services & Fintech

Qualitate; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health coverage

Flexible PTO

Paid holidays

Early-stage equity stake

Job summary

Qualitate is seeking an experienced Account Executive to drive sales in the financial services sector. This role involves managing complex enterprise sales processes, building strategic relationships, and tailoring solutions for banks and fintech companies. With 3-8 years of closing experience, candidates should be familiar with the financial services landscape and capable of navigating long sales cycles. The position offers a competitive compensation package with flexible PTO and the opportunity to work in a hybrid model in NYC.

Qualifications

• 3–8 years of quota-carrying closing experience selling software, data, or market research products.
• Experience navigating complex multi-stakeholder sales processes.
• Familiarity with corporate strategy and product needs in financial services.

Responsibilities

• Prospect and close financial services corporations and fintech companies.
• Build pipeline through outbound prospecting and modern AI tooling.
• Conduct demos and workshops tailored to enterprise use cases.

Skills

Sales strategy development

Multi-stakeholder deal management

Enterprise sales processes

Relationship building

Financial services understanding

Job description

About Qualitate

Qualitate is building the AI-native primary intelligence platform for enterprises, investment firms, and asset managers. We automate the entire primary research workflow, from study design and expert recruitment through AI-moderated interviews and insight synthesis – replacing weeks of manual research with hours of high-signal output.

Expert research is a broken industry dominated by legacy incumbents with expensive, manual, and slow services. Investment and corporate strategy teams spend hundreds of hours coordinating intermediaries, scheduling expert calls, and synthesizing insights across fragmented providers. The process takes weeks to produce short-lived intelligence.

Qualitate transforms this workflow by autonomously conducting expert discussions at scale using AI. Qualitate’s AI Moderator interviews thousands of experts simultaneously each month, capturing forward-looking purchasing plans, competitive displacement, and real-time ROI signals. The platform turns these interviews into quantified, time‑series outputs tracking over 10,000 public and private companies – queryable instantly in natural language.

Our customers include some of the world’s largest enterprises, hedge funds, PE firms, credit investors, and venture capital firms. We’re growing fast, and need account executives to help scale our GTM organization.

The Role

You’ll own Qualitate's financial services and fintech vertical. You’ll sell into banks, payments companies, lending platforms, insurance carriers, and fintech infrastructure businesses. Think Stripe, Block, Adyen, JPMorgan, Goldman Sachs, Visa, and Mastercard.

Enterprise buyers use Qualitate for competitive intelligence, market landscaping, M&A diligence, product strategy research, and customer insights. The sales cycles are multi‑threaded, the stakeholder maps are wide, and the deals are large. The right person for this role is comfortable running complex enterprise sales processes while still moving with the urgency of an early‑stage company.

What the day‑to‑day looks like:

• Prospect into and close financial services corporations and fintech companies. You own the full cycle from first outreach to signed contract.
• Build pipeline through outbound prospecting, your professional network, modern AI tooling, industry events, and partnerships. You’ll focus on strategy, corporate development, product, and competitive intelligence teams within target accounts.
• Run demos and workshops tailored to enterprise use cases: competitive landscape analysis, market entry research, M&A target screening, voice‑of‑customer programs, and regulatory landscape mapping.
• Navigate complex enterprise buying processes with multiple stakeholders — VPs of strategy, heads of corporate development, product leaders, procurement, legal, and information security.
• Manage pilots and enterprise evaluations through to conversion, driving adoption and purchasing across multiple teams within target accounts.
• Develop account plans for strategic accounts with potential for six‑figure+ annual contracts and multi‑team expansion.
• Feed product insights back to engineering. Your market signal directly shapes our enterprise roadmap.
• Help build the sales playbook. As part of our founding go‑to‑market team, you’ll define the enterprise sales process, pricing and packaging approach, security review workflow, and competitive positioning for this segment.

Who This Role Is For

• 3–8 years of quota‑carrying closing experience selling software, data, or market research products into financial services enterprises and/or fintech companies. You’ve sold into both established institutions and high‑growth technology companies.
• You know how to run multi‑stakeholder enterprise deals. You can map an org chart, build champions, manage procurement processes, and navigate security reviews without losing momentum.
• You understand what corporate strategy, product, and corp dev teams actually need. You can translate Qualitate’s platform into outcomes that matter to enterprise buyers — faster competitive intelligence, better M&A diligence, deeper market understanding, reduced reliance on expensive consulting engagements.
• You’ve sold into financial services specifically. You understand regulatory environment, the compliance requirements, the security review processes, and the buying culture at banks, payments companies, and fintech platforms.
• You’re comfortable with longer sales cycles measured in months, while still operating with the speed and scrappiness of an early‑stage company.
• You’ve built. Experience in environments where the enterprise sales motion was being created, not inherited. You’ve shaped pricing, packaging, or go‑to‑market strategy, not just executed someone else’s.

What Sets You Apart

• Direct experience selling research, intelligence, or data products to corporate strategy or competitive intelligence teams.
• Track record of landing and expanding within large financial institutions — moving from a single team to enterprise‑wide adoption.
• You’ve been part of an early sales team where you helped build the GTM function.
• Existing relationships with strategy, product, or corp dev leaders at target accounts.
• Prior experience in management consulting, corporate strategy, investment banking, or fintech operations before moving into sales.

Compensation & Benefits

• OTE: Competitive base + uncapped commissions with accelerators above quota. Early‑stage equity stake.
• Benefits: Health coverage, flexible PTO, paid holidays.
• Location: NYC hybrid (3 days in‑office, 2 days remote).