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Full-Time

Account Executive

Posted on 10/5/2023

Grata

Grata

51-200 employees

AI-based middle market deal sourcing platform

Consulting
Enterprise Software
AI & Machine Learning
Financial Services

Senior, Expert

New York, NY, USA

Category
Business Research
Business & Strategy
Required Skills
Sales
Requirements
  • 2-3+ years of experience selling SaaS, preferably in the financial services industry
  • Active listening skills
  • Demonstrated track record of meeting and exceeding performance targets
  • Strong organization skills with high standards of timeliness, responsiveness, and follow-up
  • Experience in fast-growing teams with high-velocity sales and short sales cycles
  • Proven success demoing software and strong prospecting skills
Responsibilities
  • Build business relationships with decision makers and align their needs and wants
  • Engage in regular product training and stay informed on product and customer use cases
  • Demo the Grata platform for prospective customers in a tailored, personalized fashion
  • Proactively seek to sharpen and maximize product knowledge and sales skills
  • Consistently achieve annual revenue targets
  • Maintain a thorough understanding of end markets in private equity, investment banking, and M&A
  • Nurture a full pipeline of business and spend time with prospects throughout multiple stages of the funnel
  • Document and manage sales activity, sales pipeline, and all sales data within the CRM system
  • Provide regular and productive feedback to cross-functional teams for continuous improvement of the platform
  • Represent the product, brand, and company effectively and demonstrate how Grata can benefit their business
  • Serve as a representative for Grata at industry events and conferences

Grata is an excellent place for professionals passionate about leveraging cutting-edge technology in the financial sector. Specializing in AI and NLP, the platform enhances deal sourcing capabilities by tapping into middle market company insights, which often remain hidden. The company fosters a culture of innovation and strategic market leadership, providing a substantial platform for career growth and industry impact.

Company Stage

Series A

Total Funding

$34.6M

Headquarters

New York City, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

16%

1 year growth

55%

2 year growth

63%
INACTIVE