Account Executive (Exit Consultant) - Axial for Owners

Axial is the largest online M&A platform for small & mid-sized businesses (SMBs) in North America. Our mission is to unleash the potential of private capital markets for entrepreneurs by helping small businesses hire M&A advisors and exit successfully. In 2024, over 10,000 SMBs pursued M&A via Axial, leading to 1M+ connections, 75,000+ signed NDAs, and hundreds of millions in closed deals.
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Axial for Owners supports business owners as they prepare to exit. Our flagship offering, Advisor Finder, is the first tech-enabled solution dedicated to helping owners find and hire the right M&A advisor.

The majority of business owners with $1M+ in annualized profits hire M&A advisors to represent them in a sale process. This decision maximizes an owner’s ability to successfully find a buyer and exit at a higher valuation. Yet most owners rely on informal referrals, rarely hiring the best advisor with relevant experience for their use case.

As a solution, Advisor Finder taps into Axial’s network and proprietary data on 2,500+ M&A advisors to find owners the advisors with the most relevant experience and proven track record.  For owners exploring a sale, it offers unmatched access to the most relevant, proven advisors.

As an Account Executive at Axial, you’ll serve as a trusted Exit Consultant — helping business owners navigate the complex, high-stakes process of hiring an M&A advisor.

Your primary goal is to grow the number of business owners successfully hiring advisors through Advisor Finder.

You’ll work directly with founders and CEOs of North American companies valued between $5M and $100M, spanning "newer-economy" sectors like technology and consumer products, and "older-economy" sectors like manufacturing, industrials, and business services.

Top performers combine rigorous sales discipline with rapport, empathy, intellectual curiosity, and domain fluency in M&A. This is a consultative role that requires thoughtful guidance and high trust.

You’ll collaborate closely with Axial’s marketing, data, strategy, and business operations teams to continuously improve and expand the program.

• Master Axial’s talk tracks and M&A foundations — including advisor types, process structures, and how to guide owners through exit prep and advisor selection

• Build rapport with a diverse range of business owners (e.g., a 75-year-old industrial founder in Arkansas and a 45-year-old NYC-based investor selling a portfolio company)

• Deliver curated advisor shortlists (3–5 candidates) tailored to each owner’s goals and business profile

• Lead debriefs and feedback sessions with owners as they evaluate their options — offering benchmarks, prep strategies, and decision frameworks

• Manage inbound interest with urgency, structure, and personalized follow-up

• Proactively engage warm leads (e.g., users of Axial’s free tools, newsletter readers, and ebook downloaders)

• Attend targeted industry events and owner forums to grow your network and surface new opportunities

• Provide real-time owner feedback to shape marketing efforts and product evolution — your insights will directly impact how the program improves

• Embodiment of the Traits of an Axialite: positivity, humility, grit, discernment, and accountability for results

• 5–10 years of experience in at least one of the following:

  • Business development or B2B sales at a financial services or technology company

  • Advising business owners on raising capital or selling a business (e.g., M&A advisory, exit planning)

  • Trusted advisory for $5M–$150M business owners (e.g., wealth management, executive recruiting)

• Proven ability to sell to C-level executives and high-trust decision makers

• Track record of running complex, consultative sales processes and consistently exceeding goals

• Strong verbal and written communication — clear, persuasive, and executive-ready

• High EQ and versatility — able to build rapport across geographies, industries, and age groups

• Relevant domain experience (preferred): M&A Advisory, Exit Planning, Financial Technology, Financial Services, Executive Search, Wealth Management

We are a small, tight-knit, and mission-aligned team (currently 50+ employees). You’ll be expected to have a direct impact on the growth of the company. Our Manhattan office is comfortable, well-stocked, and designed for collaboration. We take a ‘hybrid’ approach to in-office attendance, where NYC-based employees are in the office 3-4 days a week (minimally Tues, Wed, Thurs). The atmosphere is collegial, open, and full of accommodations — including snacks, coffee, adult beverages, relaxing spaces, games, and an upright piano.

At Axial, you’ll also enjoy:

• Robust medical, dental and vision insurance, paid for by Axial at nearly 100%
• 401k program
• Flexible vacation policy (we urge employees to take a minimum of 15 days)
• Paid Parental Leave Policy
• Monthly Health & Wellness stipend
• Pre-tax commuter program

• Obsess over Member Trust – you work in a way that helps Axial earn, grow, and keep member trust
• Expect and Deliver Excellence – you do high-quality work consistently, and you expect it from your colleagues as well
• Be an Owner – you take responsibility for your work, operate transparently, and focus on delivering results
• Communication Matters – you prioritize clear, proactive, and empathetic communication
• Invent and Simplify – you’re creative and curious, always seeking better ways to scale and improve member experience

The posted salary range represents the total On-Target Earnings (OTE) for this role, which includes both base salary and target incentive compensation. A candidate’s final package will be determined based on their location, skills, experience and market benchmarks.

Successful members of the GTM team have gone on to pursue a variety of professional opportunities, both internally and externally. Internally, they’ve transitioned into leadership roles across sales, customer success, product, business operations, and people operations. Externally, they’ve started companies, launched search funds, joined private equity and investment banking firms, or taken on sales and leadership roles at other high-growth private companies.