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Account Executive

Job Description

  • The focus of this sales position is building a pipeline of new opportunities.
  • Develop short-term and long-term sales strategy.
  • Prospect potential clients through calls, emails and social channels.
  • Initiate and drive customer meetings.
  • Be comfortable engaging with the C suite, law firms and investment banks.
  • Support marketing efforts with attending conferences, exhibits and other in person events.
  • Manage proposals, contract negotiations and partner with management team to finalize contracts.
  • Monitor projects in conjunction with production regarding specifications, costs, and timeframes as projects progress.
  • Take ownership of problem resolution if customer issues cannot be solved through normal channels.
  • Conduct regular status meetings with the customers.
  • Manage all calls, meetings, emails and opportunities through
  • Achieve sales targets.

Skills and Experience required for this role

  • 3 to 5 years’ experience selling and servicing public companies.
  • Education: Bachelor’s degree required
  • Hard work, enthusiasm and a curiosity for learning.
  • Ability to multi-task activities with shifting priorities.
  • Thrive in a demanding, fast-paced environment.
  • Excellent written and verbal communication skills.
  • Highly proficient in computer and technology skills.
  • A team player.
  • Understanding of capital markets, IPO, M&A, Investment Management.

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