Account Executive, Buy-Side

CMG (Capital Markets Gateway)

Account Executive at CMG managing buy-side clients and driving platform adoption in capital markets. Focused on sales growth and retaining existing client relationships in a fintech environment.

Posted 7/28/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $200,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in account management and client retention, with a strong focus on driving customer engagement and identifying growth opportunities. Proficient in utilizing data analytics and collaboration tools to enhance client relationships and ensure timely renewals.

Highest-signal resume keywords

Account ManagementCustomer EngagementData AnalyticsCapital Markets ExperienceCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementSales ExperienceData AnalyticsForecastingClient Retention

Soft Skills

Communication SkillsPresentation SkillsEntrepreneurial MindsetCan-Do Attitude

Tools & Technologies

ExcelMixPanelSlackHubSpotBusiness Intelligence Platforms

Industry Keywords

FinTechSaaSCapital MarketsInvestment BankingInvestment Management

About the role

Key responsibilities & impact

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 an 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 the 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

Requirements

What you’ll need

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 (Head Trader, IT/Ops Leads, Sales Traders, etc.)
Capital Markets experience with Investment Bank and/or Investment Management is a strong advantage
Previously managed the renewal process for the 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

Benefits

Comp & perks

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