Account Executive (Investments)

Key Responsibilities

Generating and prospecting new leads through ZoomInfo and LinkedIn Sales Navigator.

Contacting, qualifying, and engaging prospects through email, LinkedIn, and cold calling.

Negotiate and close contracts with C-level decision makers by learning about their growth goals and converting that intelligence into business opportunities.

Keeping an organized record of sales activity and pipeline on HubSpot.

Traveling to destination cities nationwide to tend to clients.

Acting on behalf of the company and our clients in the delivery of our exceptional products and services.

Qualifications

2–3 years of proven B2B sales experience.

Strong communication, presence, and closing ability.

Finance / Economics degree preferred (Master’s a plus).

Comfortable in a high-expectation, relationship-driven sales environment.

Motivated, resilient, competitive.

New York-based or willing to relocate (in-office role).