Account Executive – Capital Markets

Fiscal AI

Account Executive responsible for building and executing sales campaigns for capital markets professionals. Leveraging technical proficiency to represent a leading financial data infrastructure company.

Posted 7/16/2026full-timeChicago • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $125,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in B2B SaaS sales with a strong track record of self-sourced pipeline development and closing complex enterprise deals. Proficient in delivering technical product demonstrations and maintaining accurate sales records using CRM tools.

Highest-signal resume keywords

B2B SaaS Sales ExperienceCapital Markets LiteracyTechnical ProficiencyHunter MentalityMethodology Trained

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quota-Carrying ExperienceFull-Cycle SalesAPI Use CasesData Architecture ConceptsEnterprise Deal Closing

Soft Skills

Independent Demonstration DeliveryPipeline Development

Tools & Technologies

HubSpotSalesforce

Industry Keywords

Capital MarketsPortfolio ManagementKPI NormalizationData-as-a-ServiceEnterprise Sales Methodology

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.
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.

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