Account Executive – Capital Markets

Fiscal AI

Account Executive managing pipeline and technical demos for capital markets firm Fiscal.ai. Building relationships across financial institutions and maintaining accurate sales records.

Posted 6/9/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $125,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

5+ Years of Quota-Carrying Experience: Proven full-cycle B2B SaaS or Data-as-a-Service (DaaS) sales track record, from initial outreach through contract close.
Capital Markets Literacy: You understand how the buy-side operates. You know what a portfolio manager means when they ask about factor exposure, why KPI normalization matters, and how financial data flows from source to application. You do not need to be a CFA, but you must be credible in a room with analysts and data teams.
Technical Proficiency: Ability to master a complex technical product and deliver compelling demonstrations independently, including API use cases and data architecture concepts.
Hunter Mentality: Documented history of building pipeline from scratch, not just managing inbound leads or expanding existing accounts.
Methodology Trained: Formally trained in a recognized enterprise sales methodology such as Sandler, Challenger, or MEDDIC.
Enterprise Deal Experience: Track record closing complex, multi-stakeholder deals at $250K+ contract value.
Education: Undergraduate degree in Business, Economics, Finance, Accounting, or a related discipline.
Travel: Willingness to travel for high-impact client engagements and industry events.

Benefits

Comp & perks

Base Salary: $125,000 - $150,000
On-Target Earnings: $250,000 - $300,000+ with fully uncapped commission structure
Equity: Participation in the company’s equity plan — every team member is an owner
Environment: Small, high-output team with minimal bureaucracy and a direct line to the founding team
Openings: One (1) position available

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

B2B SaaS salesData-as-a-Service (DaaS)API use casesdata architecturepipeline buildingcontract closingKPI normalizationdata integritytechnical demonstrationsquota management

Soft Skills

hunter mentalityrelationship buildingcommunicationpresentation skillsstrategic thinkingadaptabilityproblem-solvingnegotiationcollaborationtime management

Certifications

Sandler methodologyChallenger methodologyMEDDIC methodology