Account Executive, Financial Services

Posted 2 Days Ago
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Hiring Remotely in Office, Machaze, Manica, MOZ
Remote or Hybrid
230K-280K Annually
Mid level
Artificial Intelligence • Legal Tech • Professional Services • Software
AI-powered Deal Intelligence platform transforming complex legal documents into structured insights for leading firms
The Role
Build pipeline and close new business with private-market and financial-services firms. Own outbound prospecting, referrals, events, discovery, demonstrations, business cases, pricing, pilot criteria, procurement, security reviews, contract negotiation, forecasting, and signatures across full sales cycles. Partner with customer success through conversion to paid engagements and help develop the expansion playbook. The role is based in New York with travel up to 30%.
Summary Generated by Built In

About Centari

At Centari, we're transforming the world's contracts into actionable intelligence. Every firm has the same AI now. What separates them is institutional intelligence: how the firm has structured deals, priced risk, and navigated markets across every transaction it has closed. It's why a client picks one law firm over another, and why an LP backs one fund over the next. And today, this knowledge sits buried in closed deals and in the heads of the people who worked on them.

Centari brings it to the surface as structured data that AI can act on, empowering companies to generate new revenue and see opportunities no one else can.

The most demanding transactional practices in the world already build on Centari, including deal teams at Ropes & Gray, DLA Piper, Willkie, Fried Frank, and Wilson Sonsini. We proved it in law. Finance and the enterprise face the same problem at even greater scale, and we're going after all of it.

We raised an oversubscribed Series A from investors including Sentinel Global, GTMfund, South Park Commons, Jack Altman, RiverPark Capital, and Recall Capital, and now we're building the team to match our ambition.

For more information, check out centari.com or find us on LinkedIn.

The Role

We're hiring an Account Executive, Financial Services to build pipeline and close new business in the private markets. You'll run full sales cycles, from first outreach to signed engagement, and help build the playbook for expansion.

This role is based in our New York office, with travel of up to 30%.

What You'll Own

  • Your pipeline. You’ll source a meaningful share of opportunities yourself through outbound, referrals, and the industry events and conferences where you represent Centari.

  • Full-cycle deals. Discovery, demo, business case, and close with legal, finance, and operations teams.

  • Commercial terms. You agree pilot success criteria and pricing before a pilot starts, then stay on the account with our customer success team until it converts to a paid engagement. You take each deal through security review and contract negotiation to signature.

  • Forecasting. Your CRM reflects what is actually happening in each deal and what’s needed to move it forward.

What You Bring

  • 2–5 years in a quota-carrying B2B software or data sales role with a record of hitting your number. Come with the specifics: quota, attainment, average deal size, and a deal you sourced yourself.

  • Experience selling to private equity, private credit, or other financial services firms, or a background in fund finance, operations, or banking and a clear reason to move into sales.

  • You like prospecting and you're good at it. You can get a fund GC or head of operations to take a first meeting.

  • You've taken enterprise deals through procurement: security reviews, MSA negotiation, and contract redlines.

  • Nice to have: hands-on experience with credit agreements or fund documents, or experience at an early-stage company.

What We Offer

  • Competitive salary and meaningful equity

  • Comprehensive health coverage (Centari covers 100% of employee premiums)

  • Dental and vision (Centari covers 75% of employee premiums)

  • 401(k) with match up to 4%

  • Lunch covered for in-office team

  • Flexible PTO

Skills Required

  • 2-5 years of experience in a quota-carrying B2B software or data sales role
  • Demonstrated record of achieving sales quota, including quota, attainment, average deal size, and a self-sourced deal
  • Experience selling to private equity, private credit, or other financial services firms
  • Alternatively, a background in fund finance, operations, or banking with a clear rationale for moving into sales
  • Strong prospecting ability, including securing initial meetings with fund general counsels or heads of operations
  • Experience taking enterprise deals through procurement, security reviews, MSA negotiation, and contract redlines
  • Hands-on experience with credit agreements or fund documents
  • Experience at an early-stage company

Centari Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Centari and has not been reviewed or approved by Centari.

  • Fair & Transparent Compensation — Pay is considered market‑competitive in posted ranges for several roles, with clear salary bands publicly listed. Job ads frequently cite base ranges for senior engineering and go‑to‑market roles alongside equity and benefits.
  • Healthcare Strength — Benefits consistently include medical, dental, and vision coverage across public listings. This core health package aligns with expectations for early‑stage tech employers.
  • Retirement Support — Multiple postings indicate a 401(k) with employer match. This provides structured retirement savings support uncommon at some very small startups.

Centari Insights

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The Company
HQ: New York
8 Employees
Year Founded: 2023

What We Do

Centari is the Deal Intelligence platform for law and finance. Our agentic model transforms unstructured documents into valuable insights, empowering professionals to forecast, analyze, and negotiate with the full force of their firm’s knowledge. We call it data-driven dealmaking, and it's transforming the economy as we know it. Today, Centari supports attorneys from leading global firms across M&A, debt finance, asset management, and real estate. We are backed by top investors in enterprise AI, including former DoorDash board member Jeremy Kranz, Seamless co-founder Andy Appelbaum, Jack Altman, South Park Commons, Recall Capital, and GTMfund. For more information, check out our website at www.centari.com

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