Account Executive

Alpaca

Account Executive at Alpaca growing market share through the full sales cycle. Building relationships with fintech platforms and other financial institutions in the US.

Posted 7/9/2026full-timeRemote • New York • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing the full sales cycle, from prospecting to contract negotiation, while effectively building relationships with key decision makers in the financial sector. Proficient in pipeline management and utilizing Salesforce for accurate forecasting and account activity tracking.

Highest-signal resume keywords

Sales Cycle ManagementConsultative SellingPipeline ManagementRelationship BuildingSeries 7 Certification

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Target AchievementContract NegotiationProduct DemonstrationBusiness PresentationForecasting Discipline

Soft Skills

Excellent CommunicationHighly OrganizedEntrepreneurial MindsetNegotiation SkillsRelationship-Building Skills

Tools & Technologies

SalesforceCRM

Certifications & Qualifications

Series 7

Industry Keywords

Broker-DealersFintechsInvestment AdvisoryWealth ManagersFinancial Institutions

About the role

Key responsibilities & impact

Own the full sales cycle from outbound prospecting through contract negotiation and close
Build and manage a healthy pipeline through outbound outreach, referrals, conferences, strategic partnerships, networking, and inbound opportunities
Drive new revenue growth for Alpaca's institutional Broker API business across the United States
Develop relationships with key decision makers at fintechs, broker-dealers, RIAs, wealth managers, banks, and other financial institutions
Understand each prospect's business objectives and technical requirements to position Alpaca's solutions effectively
Deliver compelling product demonstrations, business presentations, and commercial proposals
Collaborate closely with Solutions Engineering, Product, Integrations, Marketing, Customer Success, and Legal to move opportunities efficiently through the sales process
Maintain accurate pipeline data, forecasts, and account activity within Salesforce (or CRM)
Continuously refine sales messaging based on market feedback, customer insights, and competitive intelligence
Represent Alpaca at industry conferences, customer meetings, and networking events

Requirements

What you’ll need

3+ years of experience in sales at clearing broker-dealers OR strong experience selling technology solutions to advisors or broker-dealers
Proven track record of achieving sales targets and driving business growth
Strong relationships within the US investment advisory and broker-dealer industries
Experience managing multi-stakeholder sales cycles involving business, operations, compliance, and technical buyers
Strong consultative selling, negotiation, and relationship-building skills
Excellent written and verbal communication skills
Highly organized with strong pipeline management and forecasting discipline
Comfortable working independently in a globally distributed remote environment
Entrepreneurial mindset with a bias toward action and accountability
Must have Series 7

Benefits

Comp & perks

Competitive Salary & Stock Options
Health Benefits
New Hire Home-Office Setup: One-time USD $500
Monthly Stipend: USD $150 per month via a Brex Card