Account Executive - Financial Services & Fintech

Qualitate•New York City, NY

8d•Hybrid

About The Position

Qualitate is building the AI-native primary intelligence platform for enterprises, investment firms, and asset managers. We automate the entire primary research workflow, from study design and expert recruitment through AI-moderated interviews and insight synthesis – replacing weeks of manual research with hours of high-signal output. Expert research is a broken industry dominated by legacy incumbents with expensive, manual, and slow services. Investment and corporate strategy teams spend hundreds of hours coordinating intermediaries, scheduling expert calls, and synthesizing insights across fragmented providers. The process takes weeks to produce short-lived intelligence. Qualitate transforms this workflow by autonomously conducting expert discussions at scale using AI. Qualitate’s AI Moderator interviews thousands of experts simultaneously each month, capturing forward-looking purchasing plans, competitive displacement, and real-time ROI signals. The platform turns these interviews into quantified, time-series outputs tracking over 10,000 public and private companies – queryable instantly in natural language. Our customers include some of the world’s largest enterprises, hedge funds, PE firms, credit investors, and venture capital firms. We’re growing fast, and need account executives to help scale our GTM organization.

Requirements

3–8 years of quota-carrying closing experience selling software, data, or market research products into financial services enterprises and/or fintech companies.
Experience selling into both established institutions and high-growth technology companies.
Ability to run multi-stakeholder enterprise deals.
Ability to map an org chart, build champions, manage procurement processes, and navigate security reviews without losing momentum.
Understanding of what corporate strategy, product, and corp dev teams actually need.
Ability to translate Qualitate’s platform into outcomes that matter to enterprise buyers — faster competitive intelligence, better M&A diligence, deeper market understanding, reduced reliance on expensive consulting engagements.
Experience selling into financial services specifically, understanding the regulatory environment, compliance requirements, security review processes, and buying culture at banks, payments companies, and fintech platforms.
Comfort with longer sales cycles measured in months, while still operating with the speed and scrappiness of an early-stage company.
Experience in environments where the enterprise sales motion was being created, not inherited.
Experience shaping pricing, packaging, or go-to-market strategy, not just executing someone else’s.

Nice To Haves

Direct experience selling research, intelligence, or data products to corporate strategy or competitive intelligence teams.
Track record of landing and expanding within large financial institutions — moving from a single team to enterprise-wide adoption.
Experience as part of an early sales team where you helped build the GTM function.
Existing relationships with strategy, product, or corp dev leaders at target accounts.
Prior experience in management consulting, corporate strategy, investment banking, or fintech operations before moving into sales.

Responsibilities

Own Qualitate's financial services and fintech vertical, selling into banks, payments companies, lending platforms, insurance carriers, and fintech infrastructure businesses.
Prospect into and close financial services corporations and fintech companies, owning the full cycle from first outreach to signed contract.
Build pipeline through outbound prospecting, professional network, modern AI tooling, industry events, and partnerships.
Focus on strategy, corporate development, product, and competitive intelligence teams within target accounts.
Run demos and workshops tailored to enterprise use cases: competitive landscape analysis, market entry research, M&A target screening, voice-of-customer programs, and regulatory landscape mapping.
Navigate complex enterprise buying processes with multiple stakeholders — VPs of strategy, heads of corporate development, product leaders, procurement, legal, and information security.
Manage pilots and enterprise evaluations through to conversion, driving adoption and purchasing across multiple teams within target accounts.
Develop account plans for strategic accounts with potential for six-figure+ annual contracts and multi-team expansion.
Feed product insights back to engineering, as market signal directly shapes our enterprise roadmap.
Help build the sales playbook by defining the enterprise sales process, pricing and packaging approach, security review workflow, and competitive positioning for this segment.