Strategic Account Executive, FinTech ECM Platform

CMG (Capital Markets Gateway); New York (NY); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Comprehensive benefits program (Med/DV

Equity

401k company match

FSA/HSA

Unlimited PTO

Hybrid work environment

Education reimbursement

Continuous learning opportunities

Life insurance

Employee referral bonus

Parental leave

Job summary

Capital Markets Gateway LLC (CMG) is seeking a Buy-Side Account Executive to join a rapidly growing commercial team and drive quota by acquiring new clients while expanding existing ones. You will become an expert on the CMG ECM platform and manage adoption, growth, and renewal opportunities.

You will collaborate across Customer Success, Product, and Engineering to deliver value, reduce churn, and identify new business opportunities in a fast-paced fintech environment.

Qualifications

• At least 5+ years of prior account management or sales experience, preferably within FinTech or SaaS.
• Experience with data analytics & collaboration tools, including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms.
• Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (Head Trader, IT/Ops Leads, Sales Traders, etc.)
• Capital Markets experience with Investment Bank and/or Investment Management is a strong advantage.
• Previously managed the renewal process for the assigned portfolio of accounts to hit quota.
• B.S. or B.A. in Business Management, Finance, Economics, or similar study.
• You have an entrepreneurial mindset and a 'can-do' attitude.

Responsibilities

• Retain and grow a portfolio of assigned clients to meet and surpass quarterly and annual quotas.
• Hit a new business quota based on a set territory of prospects.
• Drive customer engagement to establish champion users across a book of clients.
• Identify customer expansion opportunities & churn risks.
• Prospect daily for new business.
• Meet with clients quarterly to define expectations and ensure CMG delivers value.
• Record all calls, meetings, and emails in CMG's CRM system.
• Forecast upcoming renewals and growth opportunities monthly.
• Collaborate with Customer Success, Product Management, and Engineering.
• Ensure renewals come in on time with growth.
• Provide product feedback and market trends to internal teams.
• Partner with Marketing to develop collateral for growth.

Skills

Account management

Sales experience

Data analytics

Communication skills

Entrepreneurial mindset

Education

Bachelor's degree

Tools

Excel

MixPanel

Slack

HubSpot

Business intelligence

Job description

Capital Markets Gateway LLC (CMG) is seeking a Buy-Side Account Executive to join a rapidly growing commercial team and drive quota by acquiring new clients while expanding existing ones. You will become an expert on the CMG ECM platform and manage adoption, growth, and renewal opportunities.

You will collaborate across Customer Success, Product, and Engineering to deliver value, reduce churn, and identify new business opportunities in a fast-paced fintech environment.