Financial Services AE — Full-Cycle Deals & Equity

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

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.