Capital Markets Account Executive

WHO WE ARE

Monetary is the financial platform powering treasury and capital markets across the public sector. State and local governments, public universities, health systems, and the bankers and advisors who serve them run trillions of dollars in debt, cash, and investments on Monetary.

We’ve built the most sophisticated treasury platform in public finance — sitting at the intersection of treasury management and a $4 trillion fixed income market that’s been waiting for modern infrastructure.

ABOUT THE ROLE

You'll be responsible for selling Monetary Capital Markets, a unique platform that empower bankers and municipal advisors to optimize how they serve their current and future clients in one system: client profiles, refunding monitoring, market data, sizing and structuring, and client deliverables. Your job is to build pipeline and close new business with investment banks, municipal advisors, and commercial banks serving public finance.

You'll be one of the first dedicated sellers in a new business line, with warm pipeline, active pilots, and senior relationships already in motion. You'll help write the sales playbook for this market, and you'll be a core contributor to the Monetary business.

WHAT YOU'LL DO

• Carry and exceed a new-business quota. Own your number for Capital Markets new revenue across banks, advisory firms, and broker-dealers.
• Build your own pipeline. Prospect public finance desks, municipal advisory practices, and bank public sector groups through targeted outreach, referrals, industry events, and conferences such as Bond Buyer and GFOA.
• Run the full client life-cycle. Lead discovery, demos, pilots and proofs of concept, business cases, pricing, contract negotiation and post sale relationship management.
• Partner directly with product. Work with product on custom sales demos and share market feedback to drive the roadmap.
• Sell to senior bankers and advisors. Engage managing directors, heads of public finance, and practice leaders on the workflows they run every day, from refunding screens to sizing and pitch books.
• Convert pilots and warm pipeline. Turn existing trials and partner conversations into signed contracts, and expand initial deals into firm-wide deployments.
• Keep a clean, accurate forecast. Manage opportunities in Salesforce with disciplined qualification, next steps, and commit-level forecasting.
• Post sale success. Partner with Customer Success on onboarding so new customers are deployed, using the product, and happy.

WHAT YOU'LL BRING

• 7+ years of experience in public finance, capital markets, or fintech
• A track record of meeting or beating quota on complex, multi-stakeholder deals with six-figure contract values.
• Familiarity with how municipal bankers and advisors work: new money and refunding transactions, structuring, pricing, and client coverage. Experience at an investment bank, municipal advisor, bank, or a vendor selling to them is a strong plus.
• Existing relationships across public finance desks and municipal advisory firms.
• Strong consultative selling skills. You ask sharp questions, quantify value, and can hold your own with a managing director.
• The ability to learn and demo a technical product credibly, including refunding analysis and sizing workflows.
• Disciplined pipeline management and forecasting in Salesforce.
• Comfort in a new, fast-moving business line where the playbook is still being written.

Location: Flexible. Candidates may work on-site at our Charlotte, NC office or fully remote. Remote employees must reside in the U.S. and may occasionally travel to Charlotte for team meetings.

OUR “GOAT” VALUES

GROW Continuously

• We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.
• We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.
• We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.

OWN Your Outcomes

• We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.
• We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.
• As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.
• We follow through on our decisions and commitments with action.

ABOVE & Beyond

• We create moments of magic, surprising and delighting our customers at every touchpoint.
• We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.
• We take pride in proactively doing the extra little things that set us apart, even when no one is watching.

TEAM Over Ego

• There is no task needed at Monetary that is beneath any of us.
• We work hard to be the teammate others want on their team.
• We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.

WHY MONETARY

Monetary is a fast-growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference.

When it comes to benefits and perks, we are committed to supporting our employees’ well-being to make their lives better, both in and out of the office. We offer:

• Competitive salaries plus equity (stock options) for all employees;
• Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;
• Flexible work schedules and generous leave policies (including unlimited PTO);
• Professional development opportunities and tuition reimbursement;
• Family and wellness perks;
• In-person social events;
• Stipends for remote workers to set up their ideal work space;
• Top-of-the-line equipment, and a newly furnished office.

Monetary is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.