Fiscal AI

Account Executive

• Build and execute self-sourced, multi-channel outbound campaigns (email, phone, LinkedIn) to ensure consistent pipeline coverage against assigned quota.
• Lead your own product demonstrations end-to-end — no SE required.
• Represent Fiscal.ai at industry conferences and market events, converting introductions into qualified enterprise opportunities.
• Maintain meticulous records in HubSpot/Salesforce to support accurate forecasting and full pipeline transparency.

Account Executive – Capital Markets

Account Manager

• Expansion & Adoption: Drive net-new revenue by educating clients on specialized data services and API capabilities that complement their current stack. You own the cross-sell and upsell motion.
• Renewal Ownership: Manage the end-to-end renewal process. You are responsible for ensuring high retention rates and securing long-term commitment from our customer base.
• Strategic Relationship Management: Build and maintain deep-rooted relationships with key users and C-suite decision-makers across asset managers, hedge funds, and financial institutions.
• Business Reviews: Lead regular, high-impact business reviews to stay aligned with client goals, surfacing insights on how Fiscal.ai can support their shifting strategies in the AI era.
• CRM Discipline: Maintain a meticulous record of account health, contract dates, and expansion opportunities to ensure accurate forecasting and seamless internal collaboration.

• Build and execute self-sourced, multi-channel outbound campaigns (email, phone, LinkedIn) to ensure consistent pipeline coverage against assigned quota. Inbound leads and marketing-qualified introductions will be provided, but this role demands a genuine hunter who does not wait to be fed.
• Lead your own product demonstrations end-to-end — no SE required. You will be expected to articulate the architecture of our fundamentals API, explain data normalization and coverage depth, and confidently handle technical questions from quants, data engineers, and investment professionals.
• Represent Fiscal.ai at industry conferences and market events, converting introductions into qualified enterprise opportunities. Build and maintain strategic relationships across target segments including asset managers, hedge funds, online brokerages, and fintech platforms.
• Maintain meticulous records in HubSpot/Salesforce to support accurate forecasting and full pipeline transparency. In a fast-moving environment, data integrity is not optional.

General Counsel

• This is an in-house legal role for a commercially minded lawyer who wants to own the legal function at a fast-growing financial data company.
• You will be the first point of contact for everything legal at Fiscal.ai, from vendor agreements and customer contracts to compliance, risk, and corporate matters.
• You will work directly with the founding team and across every department.
• Draft, review, and negotiate the full range of commercial agreements, with a heavy emphasis on customer contracts (MSAs, order forms, data licensing agreements, API terms) and vendor agreements.
• Partner directly with the sales team on enterprise customer negotiations, including redlines, security questionnaires, and procurement processes. Manage vendor relationships from a legal and contractual standpoint.
• Serve as the primary point of contact for external counsel across corporate, tax, employment, IP, and specialized matters. Scope work efficiently, manage spend, and bring matters in-house wherever it makes sense.
• Work alongside our external accounting partners on matters at the intersection of legal and finance, including corporate structure, contract revenue recognition implications, and entity management.
• Identify and mitigate legal risk across the business. Design and maintain company policies, support SOC 2 and data privacy compliance efforts, and ensure the company stays on the right side of applicable laws and regulations across the jurisdictions we operate in.
• Support corporate matters including financings, equity administration, employment agreements, and any future M&A or strategic activity. Stay close to the founding team on company-building decisions with legal implications.
• Act as a trusted advisor to every team at Fiscal.ai. Deliver practical, timely advice that helps the business move faster, not slower. Train internal stakeholders on contract basics, IP, and compliance hygiene so legal does not become a bottleneck

Account Executive – Capital Markets

Account Manager

Account Executive – Capital Markets

Account Executive – Capital Markets

Head of Legal