Account Executive- Financial Services

Bainbridge, Inc. • Dallas, TX

9h

About The Position

Bainbridge is seeking an accomplished Account Executive to join its growing M&A sales team. The role focuses on identifying and developing relationships that may lead to acquisitions, investments, and other strategic business opportunities across a diverse range of industries. The Account Executive engages directly with business owners, CEOs, and senior executives, using commercial judgment and consultative selling skills to develop new business and advance opportunities.

Bainbridge is an established financial services firm that advises Fortune 1000 companies on complex business challenges and strategic initiatives. Building on its management consulting foundation, the firm serves private equity firms and institutional investors by identifying acquisition and investment opportunities. Its expanding fintech and investment banking divisions reflect a commitment to innovation and strategic growth. Bainbridge describes its culture as collaborative and energetic, with accessible leadership and opportunities for people to take initiative, learn, and contribute.

Requirements

• Bachelor's degree in business, finance, economics, marketing, or a related field.
• Proven experience in B2B sales, business development, account management, or a related client-facing role.
• Demonstrated success in consultative selling, outbound prospecting, and developing new business opportunities.
• Strong communication and interpersonal skills, with confidence engaging business owners, C-suite executives, and senior decision-makers.
• Ability to conduct thoughtful business conversations, ask insightful questions, and identify potential opportunities.
• Excellent organizational skills, including experience managing sales pipelines, maintaining accurate CRM records, and following through on commitments.
• Self-motivated and resourceful, with the ability to work independently within a collaborative, results-oriented team.

Responsibilities

• Identify and cultivate potential acquisition and investment opportunities.
• Engage business owners and senior executives in substantive business conversations.
• Develop relationships and advance opportunities through the business development process.
• Apply consultative selling skills to understand business objectives and recognize potential opportunities.
• Discuss financial performance, including revenue and EBITDA, growth objectives, and strategic opportunities with business owners.
• Conduct initial business assessments, gather relevant data, and present potential opportunities to prospective clients.
• Manage prospecting activities, client communications, and opportunity progression through Salesforce CRM.
• Maintain an active pipeline through consistent follow-up, relationship development, and effective time management.
• Collaborate with leadership and colleagues across teams.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Base salary of up to $120,000, with an uncapped transaction-based incentive plan and significant six-figure total earning potential.

What This Job Offers

• Job Type: Full-time