Account Executive - Private Markets SaaS

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

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.