Account Executive

Sorry, this job was removed at 08:07 a.m. (CST) on Monday, Sep 15, 2025
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London, England, GBR
In-Office
Fintech • Software • Financial Services
The Role

With Intelligence is seeking a focused and motivated Account Executive for our Portfolio Management Research (PMR) division. This role is essential for expanding our client base and introducing our premier research platform to potential customers in the financial services sector.

Responsibilities:

  • Engage with a warm database of leads to identify potential B2B clients interested in our PMR platform.
  • Conduct cold outreach to prospective clients through calls and emails to generate interest.
  • Deliver compelling demonstrations of the PMR platform to showcase its value.
  • Establish and maintain strong relationships with clients, ensuring their needs are met throughout the sales process.
  • Manage the administrative tasks associated with sales, including updating client records in the CRM system.
  • Work towards revenue goals and performance targets in a fast-paced environment.

Requirements

The ideal candidate will have the following qualifications:

  • A polite and confident telephone manner, suited for a sales environment.
  • Experience working in a target-driven sales environment, demonstrating a track record of meeting goals.
  • Strong organizational skills to manage leads and sales processes effectively.
  • Basic computer skills and familiarity with CRM software.
  • Prior experience in B2B sales, particularly in a phone-based role.
  • Knowledge of the financial services sector is advantageous, with a particular focus on private equity or asset management.

Benefits
  • Excellent uncapped commission structure
  • 24 days annual leave rising to 29 days
  • Enhanced parental leave
  • Medicash (Health Cash Plans)
  • Wellness Days
  • Flexible Fridays (Opportunity to finish early)
  • Birthday day off
  • Employee assistance programme
  • Travel loan scheme
  • Charity days
  • Breakfast provided
  • Social events throughout the year
  • Hybrid Working

Our Company:

With Intelligence is based at One London Wall, London EC2Y 5EA. We offer amazing benefits, free breakfast daily and drinks provided all day, every day. We actively encourage social networks that oversee activities from sports, book reading to rock climbing, that you are free to join.

As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our position in the market we need to continue to hire highly motivated, thoughtful and to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services. If you are interested so far in what you have read, please apply, we look forward to hearing from you.

We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.

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The Company
HQ: London
661 Employees
Year Founded: 1998

What We Do

With Intelligence provides the insight-enriched, exclusive data you need to power smarter asset raising, capital allocation and deal origination. We have been at the heart of the alternatives and private markets since 1998 and have an unparalleled network. Our data is unique, ahead-of-the-market and sourced directly from allocators and fund managers. It’s enriched with expert intelligence and actionable, forward-looking insights. And it gives you the breadth and depth on your markets, from big market trends and competitor activity, to the detail on specific companies, funds and investors. It’s designed to give you a critical advantage. And it’s only available here. Get the advantage in alternatives, With Intelligence

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