CMG is seeking a Sell-Side Account Executive to join a rapidly growing commercial team. Account Executives are responsible for hitting quota by both selling into a new business territory as well as retaining and growing a book of existing clients.
The successful Account Executive develops close partnerships with their clients and prospects and is an expert on the CMG platform with a unique focus on the equity capital markets. The Account Executive ensures successful platform adoption, constantly drives the value proposition of the service, proactively seeks growth opportunities, consistently prospects for new business and strives to limit churn and maximize renewal uplifts. Account Executives are expected to be excellent collaborators partnering with Customer Success, Product Management, and Engineering functions.
As a leading FinTech looking to deliver innovation to the equity capital markets, CMG is transforming one of the hottest areas of Wall Street. With customer satisfaction as the pinnacle of our core values, exceptional customer support and account management are paramount to the success of both our customers and CMG.
Responsibilities
Actively 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 client expectations and ensure CMG is providing value to their ECM process
Become a trusted member of the ECM community
Develop in-depth understanding of the clients buying process and intimate knowledge of the key players involved and approval process
Record all calls, meetings, and emails in CMG’s CRM system
Accurately forecast upcoming renewals and growth opportunities monthly
Collaborate with CMG Customer Success team to provide top notch customer success
Ensure renewals come in on-time and consistently with growth
Provide product feedback, sentiment, and trends in the industry to internal teams
Partner with Marketing to develop and deliver collateral to support growth and adoption initiatives
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 (Heads of ECM, Trading, IT, Sales Traders, etc.)
Capital Markets experience with Investment Bank and/or Investment Management a strong advantage
Previously managed the renewal process for 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
What We Offer
- Comprehensive benefits program (Medical, Dental & Vision)
- Equity
- 401k company match
- Flexible Spending & Health Savings Account
- Unlimited PTO
- Hybrid work environment
- Education reimbursement
- Continuous learning opportunities
- Life insurance
- Employee referral bonus
- Parental leave
Skills Required
- At least 5 years of account management or sales experience
- FinTech or SaaS experience
- Experience with Excel, MixPanel, Slack, HubSpot, and business intelligence platforms
- Highly proficient communication and presentation skills
- Capital markets experience with an investment bank or investment management firm
- Experience managing account renewals and meeting quotas
- Bachelor’s degree in Business Management, Finance, Economics, or a similar field
- Entrepreneurial mindset and can-do attitude
What We Do
Capital Markets Gateway (CMG) is a financial technology firm that is modernizing the equity capital markets (ECM). CMG connects investors and underwriters via a neutral platform that delivers integrated ECM data and analytics, unrivaled transparency, and workflow efficiencies. Providing a digital system of record for firm-wide deal activity, CMG helps clients make more timely, better-informed decisions. Launched in 2017 by a team of ECM practitioners, the CMG platform is currently relied upon by nearly 100 buy side firms representing $12 trillion in AUM and 15 investment banks.
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