Account Executive - Capital Markets

Fiscal.ai • San Francisco, CA

8h • $125,000 - $150,000 • Hybrid

About The Position

This is a full-cycle, hunter-oriented Account Executive role for a professional who understands capital markets — not just software sales. You will own your pipeline from initial outreach through close, lead your own technical demonstrations, and build lasting relationships across buy-side institutions, retail brokerages, and financial technology platforms. We are not looking for order-takers. We are looking for someone who wakes up curious about the market, understands why a portfolio manager cares about coverage depth, and can credibly position Fiscal.ai’s data infrastructure against data incumbents.

Requirements

• 5+ Years of Quota-Carrying Experience: Proven full-cycle B2B SaaS or Data-as-a-Service (DaaS) sales track record, from initial outreach through contract close.
• Capital Markets Literacy: You understand how the buy-side operates. You know what a portfolio manager means when they ask about factor exposure, why KPI normalization matters, and how financial data flows from source to application. You do not need to be a CFA, but you must be credible in a room with analysts and data teams.
• Technical Proficiency: Ability to master a complex technical product and deliver compelling demonstrations independently, including API use cases and data architecture concepts.
• Hunter Mentality: Documented history of building pipeline from scratch, not just managing inbound leads or expanding existing accounts.
• Methodology Trained: Formally trained in a recognized enterprise sales methodology such as Sandler, Challenger, or MEDDIC.
• Enterprise Deal Experience: Track record closing complex, multi-stakeholder deals at $250K+ contract value.
• Education: Undergraduate degree in Business, Economics, Finance, Accounting, or a related discipline.
• Travel: Willingness to travel for high-impact client engagements and industry events.

Nice To Haves

• Direct Capital Markets Experience: Previous roles within asset management, hedge funds, prime brokerage, sell-side research, or fintech/wealthtech platforms.
• Financial Data Domain Knowledge: Familiarity with financial data APIs, terminal platforms, or the broader financial data and analytics vendor landscape.
• Established Network: Existing relationships within online brokerages, institutional asset managers, family offices, or fintech platforms.
• Active Market Participant: You manage a personal brokerage account and follow equities markets closely. This signals genuine engagement with the problems our customers are trying to solve.

Responsibilities

• Build and execute self-sourced, multi-channel outbound campaigns (email, phone, LinkedIn) to ensure consistent pipeline coverage against assigned quota.
• Lead your own product demonstrations end-to-end — no SE required. You will be expected to articulate the architecture of our fundamentals API, explain data normalization and coverage depth, and confidently handle technical questions from quants, data engineers, and investment professionals.
• Represent Fiscal.ai at industry conferences and market events, converting introductions into qualified enterprise opportunities.
• Build and maintain strategic relationships across target segments including asset managers, hedge funds, online brokerages, and fintech platforms.
• Maintain meticulous records in HubSpot/Salesforce to support accurate forecasting and full pipeline transparency.

Benefits

• Base Salary: $125,000
• On-Target Earnings: $250,000+ with fully uncapped commission structure
• Equity: Participation in the company’s equity plan — every team member is an owner
• Environment: Small, high-output team with minimal bureaucracy and a direct line to the founding team

What This Job Offers

• Job Type: Full-time
• Career Level: Senior