Remote Fintech SaaS Account Executive - Private Markets

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

Job summary

Talently is seeking an Account Executive to drive SaaS sales in the private markets space. You will sell to institutional buyers, manage the full sales cycle, and demonstrate platform capabilities with a focus on regulatory controls.

Ideal candidates have 3+ years in SaaS sales, strong capital markets knowledge, and the ability to obtain FINRA licenses within 90 days. You will engage C-suite stakeholders and collaborate with product, marketing and CS teams to scale adoption.

Qualifications

• 3+ years of SaaS sales closing new business.
• Deep understanding of capital/private markets or secondary trading processes.
• FINRA licensing required (ability to obtain Series 6/7 within 90 days of hire).
• Demonstrated hunter mentality with proven quota attainment and enterprise negotiations.

Responsibilities

• Prospect, qualify, and develop new business opportunities across private markets and institutional buyers.
• Manage full sales cycle from outreach to closing, meeting or exceeding quota.
• Deliver compelling SaaS product demos for both technical and non-technical stakeholders.
• Build trusted relationships with C-suite and senior decision-makers to drive long-term adoption.
• Maintain accurate opportunities and activity records in CRM and manage a predictable pipeline.
• Collaborate with product, marketing, and customer success to tailor solutions and support onboarding.
• Stay current on market trends and regulatory developments in private markets and secondary trading.

Skills

SaaS sales

Private markets

Capital markets knowledge

Hunter mentality

Executive-level communication

CRM proficiency

Contract negotiation

Quota attainment

Education

Bachelor's degree in business/finance

Tools

CRM software

Job description

Talently is seeking an Account Executive to drive SaaS sales in the private markets space. You will sell to institutional buyers, manage the full sales cycle, and demonstrate platform capabilities with a focus on regulatory controls.

Ideal candidates have 3+ years in SaaS sales, strong capital markets knowledge, and the ability to obtain FINRA licenses within 90 days. You will engage C-suite stakeholders and collaborate with product, marketing and CS teams to scale adoption.