Remote Financial Services Compliance Sales Executive

Frtservices; Boston (MA); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive salary and bonus

Health, dental, and vision coverage

401(k) with company match

Income protection benefits, including…

Job summary

Skematic is seeking a Sales Executive to drive growth in the financial services market from the Boston area, owning the territory and guiding opportunities from outreach to close. You will lead demonstrations, understand client regulatory needs, and build cross-functional relationships with Legal, Compliance, Operations, and other stakeholders.

Ideal candidates have experience selling into asset managers, hedge funds, private equity, venture capital, and related financial services firms, with a

Qualifications

• Experience selling into financial services organizations, including asset managers, hedge funds, private equity firms, venture capital firms, asset owners, and firms that provide products or services to these organizations.
• Navigated a sophisticated B2B sales process involving multiple stakeholders and decisionmakers.
• Learned enough about a prospect’s business, regulatory environment, and workflows to have credible conversations with financial services professionals.
• Owned a territory and proactively created new opportunities rather than relying solely on inbound demand.
• Operated in a startup or early-stage environment where priorities can evolve quickly and individuals are expected to be resourceful, adaptable, and hands-on.
• Worked closely with senior leadership while independently managing day-to-day sales activities and priorities.
• A working level of financial services literacy and the ability to understand and engage with clients operating in capital markets, asset management, investment management, or related areas.
• An entrepreneurial mindset and enthusiasm for helping build and scale a growing business.

Responsibilities

• Prospect within your designated territory to identify opportunities, generate leads, and achieve sales targets.
• Own and manage the full sales cycle, from initial outreach and qualification through negotiation and close.
• Conduct compelling demonstrations of Skematic’s platform and for prospective clients.
• Develop a strong understanding of each prospect’s business, compliance environment, and operational challenges to position Skematic’s solutions effectively.
• Build relationships with Legal, Compliance, Operations, and other key stakeholders throughout the financial services ecosystem.
• Bring creativity, persistence, and a consultative approach to developing new relationships and moving opportunities through the sales cycle.
• Maintain accurate pipeline activity and forecasting in HubSpot.
• Partner closely with marketing and our BDR team to drive new business and revenue growth.

Job description

Skematic is seeking a Sales Executive to drive growth in the financial services market from the Boston area, owning the territory and guiding opportunities from outreach to close. You will lead demonstrations, understand client regulatory needs, and build cross-functional relationships with Legal, Compliance, Operations, and other stakeholders.

Ideal candidates have experience selling into asset managers, hedge funds, private equity, venture capital, and related financial services firms, with a