Account Executive, Buy-Side

Capital Markets Gateway•New York, NY
•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. Founded in 2017 by equity capital markets practitioners, CMG provides ECM analytics and a network connecting buy-side and sell-side workflows. Its platform is used by 25 global investment banks and 135 asset managers representing $40 trillion in assets under management. CMG is seeking a Buy-Side Account Executive to join its growing commercial team. The role is responsible for meeting quota by selling to new prospects in an assigned territory while retaining and growing an existing client portfolio. The successful candidate will develop close client and prospect relationships, become an expert on the CMG platform and equity capital markets, support successful platform adoption, communicate the service’s value, identify growth opportunities, generate new business, reduce churn, and maximize renewal growth. The Account Executive will collaborate with Customer Success, Product Management, Engineering, and Marketing. The role is hybrid and offers targeted total compensation of $200,000–$250,000, with a 60/40 salary-to-commission split.

Requirements

  • At least 5 years of account management or sales experience.
  • 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 tailor communication to audiences such as head traders, IT/operations leads, and sales traders.
  • Experience managing renewal processes for an assigned account portfolio and meeting quota.
  • Bachelor of Science or Bachelor of Arts in Business Management, Finance, Economics, or a similar field.
  • Entrepreneurial mindset and a can-do attitude.

Nice To Haves

  • Account management or sales experience in FinTech or SaaS.
  • Capital markets experience with an investment bank and/or investment management firm.

Responsibilities

  • Retain and grow an assigned portfolio of clients to meet and exceed quarterly and annual quotas.
  • Meet a new-business quota within an assigned prospect territory.
  • Drive customer engagement and establish champion users across the client portfolio.
  • 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 equity capital markets processes.
  • Become a trusted member of the equity capital markets 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.
  • Accurately forecast upcoming renewals and growth opportunities monthly.
  • Collaborate with the Customer Success team to provide strong customer support and success.
  • Ensure renewals are completed on time and include growth.
  • Provide internal teams with product feedback, customer sentiment, and industry trends.
  • Partner with Marketing to develop and deliver collateral supporting growth and adoption initiatives.

Benefits

  • Medical, dental, and vision benefits.
  • Equity plan.
  • 401(k) company match.
  • Flexible Spending Account and Health Savings Account.
  • Unlimited paid time off.
  • Hybrid work environment.
  • Education reimbursement.
  • Continuous learning opportunities.
  • Life insurance.
  • Employee referral bonus.
  • Parental leave.
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