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Account Executive, Private Equity
Juniper Square. Target CFO, COO, and Head of IR at institutional PE firms using account-based strategies .
About the role
Key responsibilities & impact- Target CFO, COO, and Head of IR at institutional PE firms using account-based strategies
- Build multi-quarter pipeline for long-cycle deals while maintaining near-term coverage
- Leverage partners - placement agents, auditors, legal advisors, consultants - for access and acceleration
- Adjust targeting and messaging based on territory performance and fund cycle timing
- Design discovery for complex PE organizations and build a business case spanning both technology and fund administration
- Re-qualify continuously as stakeholders, fund timing, and partnership dynamics shift
- Map buying processes and required approvals, including partnership votes and investment committee sign-off
- Get ahead of institutional objections - security reviews, SOC compliance, transition risk, data migration - before they surface
- Lead long-cycle deals with formal mutual action plans and milestone-based progress
- Manage procurement, legal, security, and implementation steps - including RFPs and operational due diligence - without losing momentum
- Coordinate internal leaders proactively and communicate risks and tradeoffs clearly
- Consult credibly on complex PE workflows: waterfall calculations, carried interest, multi-tier fund structures, ILPA compliance, and institutional LP reporting
- Counter entrenched competitors with specific, evidence-based proof points
- Lead outcome-focused demos for senior stakeholders and set expectations responsibly using roadmap context
- Show up with executive presence in front of Partners, CFOs, and COOs and lead high-stakes conversations without hesitation
- Navigate incumbent relationships, partnership politics, and fund timing pressures with empathy and judgment
Requirements
What you’ll need- 4-8 years of B2B full-cycle, quota-carrying sales experience with consistent track record of attainment
- Experience selling into upper mid-market or institutional accounts with long sales cycles and multiple stakeholders
- Demonstrated ability to navigate procurement, legal, and security processes
- Experience selling SaaS, financial technology, or professional services - ideally both
- Strong executive presence and ability to lead high-stakes conversations with senior PE professionals
- Proven territory and account planning skills with multi-quarter pipeline management
Benefits
Comp & perks- Health, dental, and vision care for you and your family
- Life insurance
- Mental wellness coverage
- Fertility and growing family support
- Flex Time Off in addition to company-paid holidays
- Paid family leave, medical leave, and bereavement leave policies
- Retirement saving plans
- Allowance to customize your work and technology setup at home
- Annual professional development stipend
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
B2B salesquota-carrying salespipeline managementprocurement processeslegal processessecurity processesSaaS salesfinancial technology salesprofessional services saleswaterfall calculations
Soft Skills
executive presencehigh-stakes conversationempathyjudgmentcommunicationconsultative sellingrisk managementstakeholder managementadaptabilitystrategic thinking