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.