Account Executive, Sell-Side

The Role
CMG is seeking a Sell-Side Account Executive to join a rapidly growing commercial team. Account Executives are responsible for hitting quota by both selling into a new business territory as well as retaining and growing a book of existing clients.

The successful Account Executive develops close partnerships with their clients and prospects and is an expert on the CMG platform with a unique focus on the equity capital markets. The Account Executive ensures successful platform adoption, constantly drives the value proposition of the service, proactively seeks growth opportunities, consistently prospects for new business and strives to limit churn and maximize renewal uplifts. Account Executives are expected to be excellent collaborators partnering with Customer Success, Product Management, and Engineering functions.

As a leading FinTech looking to deliver innovation to the equity capital markets, CMG is transforming one of the hottest areas of Wall Street. With customer satisfaction as the pinnacle of our core values, exceptional customer support and account management are paramount to the success of both our customers and CMG.

Responsibilities
Actively retain and grow a portfolio of assigned clients to meet and surpass quarterly and annual quotas

Hit a new business quota based on a set territory of prospects

Drive customer engagement to establish champion users across a book of clients

Identify customer expansion opportunities & churn risks

Prospect daily for new business

Meet with clients quarterly to define client expectations and ensure CMG is providing value to their ECM process

Become a trusted member of the ECM community

Develop in-depth understanding of the clients buying process and intimate knowledge of the key players involved and approval process

Record all calls, meetings, and emails in CMG’s CRM system

Accurately forecast upcoming renewals and growth opportunities monthly

Collaborate with CMG Customer Success team to provide top notch customer success

Ensure renewals come in on-time and consistently with growth

Provide product feedback, sentiment, and trends in the industry to internal teams

Partner with Marketing to develop and deliver collateral to support growth and adoption initiatives

Qualifications
At least 5+ years of prior account management or sales experience, preferably within FinTech or SaaS

Experience with data analytics & collaboration tools including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms

Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (Heads of ECM, Trading, IT, Sales Traders, etc.)

Capital Markets experience with Investment Bank and/or Investment Management a strong advantage

Previously managed the renewal process for assigned portfolio of accounts to hit quota

B.S. or B.A. in Business Management, Finance, Economics, or similar study

You have an entrepreneurial mindset and a ‘can-do’ attitude