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DiligenceVault

FinTech SaaS for due diligence

Account Executive

Account ExecutiveConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • 4–8 years of B2B software-as-a-service experience, ideally selling into financial services, asset management, or complex regulated industries.
  • A proven track record of self-sourcing a significant portion of the sales pipeline while managing inbound leads.
  • Ability to explain how artificial intelligence affects a client's specific workflow.
  • Experience navigating four-to-six-month sales cycles and deals worth $40,000–$150,000 in annual recurring revenue.
  • Ability to be based in or willing to relocate to New York City for the hybrid collaboration model.

Responsibilities

  • Manage the full sales cycle from initial discovery to final signature with high velocity and precision.
  • Understand the underlying data and workflow challenges of asset managers and allocators through discovery.
  • Conduct tailored, product-fluent demonstrations.
  • Navigate financial-institution buying committees and build consensus across stakeholders.
  • Position artificial intelligence and automation as strategic solutions to specific insights, scale, and accuracy problems.
  • Maintain strong customer relationship management system hygiene and accurate sales forecasting.

Desired Qualifications

  • Experience selling into financial services, asset management, or complex regulated industries.

About the Company

DiligenceVault

FinTech SaaS for due diligence

DiligenceVault offers a cloud-based SaaS platform for institutional investors, asset managers, and financial advisors to collect, analyze, and report on due diligence and investment data. The system automates workflows using data analytics, AI, and machine learning, and includes ESG and impact-investing capabilities. It differentiates itself with end-to-end due-diligence workflow automation, integrated ESG features, and scalability for large professional clients across regions. Its goal is to streamline and standardize how professionals conduct due diligence and manage investments worldwide.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
New York City, New York
Founded
2014

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