Account Executive

Talently; Raleigh (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

Talently in Raleigh, NC is seeking an Account Executive for Private Markets to drive revenue on a fast-growing fintech platform serving operators, private equity firms, family offices, and issuers. You will own the full sales cycle from lead to close and collaborate with senior stakeholders across private markets and enterprise financial institutions.

The role requires a proven SaaS sales track record, outbound prospecting, and the ability to obtain FINRA licenses within 90 days.

Qualifications

• Proven SaaS sales with quota experience (3+ years).
• Experience selling to financial institutions, private equity, family offices, or enterprise finance teams.
• Hunter mentality with outbound prospecting and closing skills.
• Excellent communication, presentation, negotiation, and interpersonal skills.
• Proficiency in CRM tools and pipeline management.
• Ability to obtain FINRA licensing within 90 days of employment.
• Bachelor's degree in business, finance, or related field (or equivalent).

Responsibilities

• Prospect, qualify, and generate new business via outbound outreach, calls, emails, networking, and events.
• Develop and execute strategic account plans for startups, PE firms, family offices, and enterprise financial institutions.
• Deliver compelling product demos and tailored presentations to technical and non-technical stakeholders.
• Manage full sales cycle from lead qualification to contract negotiation and closure.
• Maintain CRM pipeline and provide regular forecasts and progress reports.
• Build and nurture long-term relationships with key decision-makers during onboarding and beyond.
• Stay current on private markets and competitive activity to inform sales strategy.

Skills

SaaS sales

Financial institutions

Hunter mentality

Communication skills

CRM proficiency

FINRA licensing within 90 days

Bachelor's degree in business/finance

Education

Bachelor's degree in business, finance, or related field

Tools

CRM tools

Job description

Job Title: Account Executive - Private Markets

The Opportunity:

Join a fast-growing fintech company in the financial services industry focused on modernizing private market operations. The company provides a regulated secondary trading marketplace and SaaS solutions that simplify transfers and liquidity in private securities, serving operators, private equity firms, family offices, and direct issuers. This Account Executive role offers a high-impact opportunity to drive new revenue, shape market adoption, and work directly with senior stakeholders across private markets and enterprise financial institutions.

Responsibilities:

• Prospect, qualify, and generate new business through targeted outbound outreach, cold calling, email campaigns, networking, and industry events.
• Develop and execute strategic account plans for high-growth startups, private equity firms, family offices, and enterprise financial institutions.
• Deliver compelling product demonstrations and tailored presentations that communicate the value of the SaaS platform to technical and non-technical stakeholders.
• Manage the full sales cycle from lead qualification to contract negotiation and deal closure to consistently hit or exceed quota.
• Maintain accurate pipeline and activity tracking in CRM, producing regular forecasts and progress reports.
• Build and nurture strong, long-term relationships with key decision-makers, acting as a trusted advisor throughout onboarding and beyond.
• Stay current on private markets, secondary trading, capital markets trends, and competitor activity to inform sales strategy.

Must-Have Skills:

• Proven track record in SaaS sales with 3+ years of quota-carrying experience.
• Experience selling to financial institutions, private equity firms, family offices, or enterprise finance teams.
• Demonstrated hunter mentality with strong outbound prospecting and closing skills.
• Excellent communication, presentation, negotiation, and interpersonal skills.
• Proficiency in CRM tools and pipeline management.
• Ability to obtain required FINRA licensing within 90 days of employment.
• Bachelor's degree in business, finance, or related field (or equivalent experience).

Nice-to-Have Skills:

• Familiarity with private equity secondaries, capital markets, or secondary trading platforms.
• Experience engaging direct issuers and family offices.
• Existing relationships within private markets or enterprise financial services sales channels.
• Series 7 or other relevant FINRA licenses.
• Background in high-growth fintech or startup environments and enterprise sales motions.