C

Capital Markets Gateway

Capital markets workflow and analytics platform

Account Executive - Buy-Side

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least 5 years of prior account management or sales experience, preferably within FinTech or SaaS.
  • Experience with data analytics and collaboration tools, including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms.
  • Highly proficient communication and presentation skills, with the ability to adjust communication effectively to the target audience, including Head Traders, IT/Ops Leads, and Sales Traders.
  • Previously managed the renewal process for the assigned portfolio of accounts to hit quota.
  • A B.S. or B.A. in Business Management, Finance, Economics, or similar study.
  • An entrepreneurial mindset and a can-do attitude.

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 and churn risks.
  • Prospect daily for new business.
  • Meet with clients quarterly to define client expectations and ensure CMG is providing value to their equity capital markets process.
  • Become a trusted member of the equity capital markets community.
  • Develop an in-depth understanding of clients' buying processes and intimate knowledge of key players involved and approval processes.
  • Record all calls, meetings, and emails in CMG's customer relationship management system.
  • Accurately forecast upcoming renewals and growth opportunities monthly.
  • Collaborate with the CMG Customer Success team to provide customer success.
  • Ensure renewals come in on time and consistently with growth.
  • Provide product feedback, sentiment, and industry trends to internal teams.
  • Partner with Marketing to develop and deliver collateral to support growth and adoption initiatives.

Desired Qualifications

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

About the Company

Capital Markets Gateway

Capital markets workflow and analytics platform

Capital Markets Gateway (CMG) provides a subscription-based platform that streamlines and optimizes the operations of capital markets professionals. It combines compliant workflow management with data analytics to support clients such as investment banks, asset managers, and other financial institutions. The platform works by offering access to tools that manage complex, regulated processes and analyze market data, leveraging over a century of industry experience from practitioners to address common pain points. CMG differentiates itself through its deep sector focus, hands-on industry know-how, and emphasis on compliance and modernization of the capital formation process. Its goal is to improve efficiency, risk management, and decision-making in capital markets while fostering an inclusive workplace and attracting talent aligned with its mission.

Company size
51-200
Company stage
Series C
Total funding
$69.1M
Headquarters
New York City, New York
Founded
2015

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