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Account Executive - Venture Segment - Remote

Posted 7 weeks ago
Sales / Business
Full Time
Worldwide

Overview

Finalis is seeking a highly motivated Account Executive – Venture Sales Segment to spearhead our expansion into two strategic investment banking segments. This individual will play a critical role in identifying, engaging, and converting high-value customers, leading a team to drive rapid growth and market penetration.

In Short

  • Develop and execute a go-to-market strategy to 10x our customer base in the two identified investment banking segments within a year.
  • Own the entire sales lifecycle, from prospecting to closing, ensuring a data-driven and results-focused approach.
  • Collaborate with cross-functional teams (Marketing, Product, and Customer Success) to align efforts and maximize growth opportunities.
  • Drive pipeline growth through proactive outreach, leveraging existing networks, referrals, and inbound opportunities.
  • Implement scalable sales processes, ensuring efficient tracking of leads and opportunities via CRM systems.
  • Use data insights to refine sales strategies and optimize conversion rates.
  • Deeply understand the needs and pain points of target customer segments, positioning Finalis as the go-to compliance and deal execution partner.
  • Foster relationships with key decision-makers to drive long-term partnerships and account expansion.
  • Recruit, mentor, and inspire a high-performing sales team to achieve ambitious targets.
  • Stay informed on industry trends, competitor activities, and customer needs to refine sales tactics and messaging.

Requirements

  • Proven experience (3+ years) in B2B sales leadership, preferably within SaaS, fintech, or investment banking sectors.
  • Track record of exceeding aggressive growth targets and scaling customer bases rapidly.
  • Strong understanding of investment banking workflows, compliance challenges, and deal origination processes.
  • Excellent communication, negotiation, and relationship-building skills.
  • Proficiency in CRM tools (e.g., Salesforce, HubSpot) and data-driven decision-making.
  • Entrepreneurial mindset with the ability to thrive in a fast-paced, high-growth environment.

Benefits

  • 100% Remote work (Work from wherever you want!)
  • Competitive USD salary and performance-based incentives
  • High-Speed Internet expenses allowance
  • Generous Paid time-off (Vacation Time!)
  • Additional 17 Flex Days (to use in national holidays or personal matters)
  • Professional Growth Benefits in our E-Learning Platform (Coursera)
  • People Team Partner (to target your roadblocks and customize an action plan for your career path)
  • Buddy Program
  • Virtual After-Office Activities
  • Diverse Culture & Inclusive environment
  • Opportunity to lead a high-impact, high-growth segment with significant market potential.
  • Work alongside a passionate and driven team in a rapidly scaling company.
Finalis logo

Finalis

Finalis is a rapidly growing startup founded in 2020, dedicated to building the largest investment banking platform in the world. Based in San Francisco and New York City, Finalis operates as a fully-remote company, providing a comprehensive platform that enables securities brokers to navigate the complexities of regulatory compliance and deal management. The firm offers a white-labeled solution that supports various private market transactions, including mergers and acquisitions, capital raising, and private placements. With a mission to empower dealmakers, Finalis fosters a collaborative environment that encourages innovation and proactive problem-solving, all while promoting a diverse and inclusive workplace.

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