Account Executive, Buy-Side

Capital Markets Gateway•New York, NY

12d•$200,000 - $250,000•Hybrid

About The Position

Capital Markets Gateway LLC (CMG) is a capital markets-focused fintech transforming global equity capital markets through data, technology, and connectivity. Its platform provides ECM analytics and connects buy-side and sell-side participants in ECM workflows. Founded in 2017, CMG is backed by financial institutions and is relied upon by 25 global investment banks and 135 asset managers representing $40 trillion in AUM. CMG is seeking a Buy-Side Account Executive to join its growing commercial team. The role is responsible for meeting quota through new-business sales and retaining and growing existing client accounts. The Account Executive builds close partnerships with clients and prospects, develops expertise in the CMG platform and equity capital markets, supports successful platform adoption, communicates the service’s value, identifies growth opportunities, prospects for new business, limits churn, and maximizes renewal uplifts. The role collaborates with Customer Success, Product Management, Engineering, and Marketing to support customer outcomes and commercial growth.

Requirements

At least 5 years of account management or sales experience; FinTech or SaaS experience is preferred.
Experience with data analytics and collaboration tools, including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms.
Strong communication and presentation skills, with the ability to adapt communication to audiences such as Head Traders, IT/Ops Leads, and Sales Traders.
Experience managing the renewal process for an assigned account portfolio and meeting quota.
B.S. or B.A. in Business Management, Finance, Economics, or a similar field.
Entrepreneurial mindset and a can-do attitude.

Nice To Haves

Capital markets experience with an investment bank and/or investment management firm is a strong advantage.

Responsibilities

Retain and grow a portfolio of assigned clients to meet and exceed quarterly and annual quotas.
Meet a new-business quota within an assigned territory of prospects.
Drive customer engagement and establish champion users across a portfolio of clients.
Identify customer expansion opportunities and churn risks.
Prospect daily for new business.
Meet with clients quarterly to define expectations and ensure CMG provides value to their ECM process.
Build a trusted presence in the ECM community.
Develop an in-depth understanding of clients’ buying processes, key stakeholders, and approval processes.
Record calls, meetings, and emails in CMG’s CRM system.
Forecast upcoming renewals and growth opportunities monthly.
Collaborate with the Customer Success team to provide strong customer success.
Ensure renewals are completed on time and consistently include growth.
Provide product feedback, customer sentiment, and industry trends to internal teams.
Partner with Marketing to develop and deliver collateral supporting growth and adoption initiatives.