Account Executive, Financial Services

The role

You will build pipeline and close new business in the private markets. You will run full sales cycles and help build the playbook for expansion.

What you will do

• Source opportunities through outbound, referrals, and industry events and conferences
• Run full-cycle deals including discovery, demo, business case, and close
• Agree pilot success criteria and pricing before a pilot starts
• Stay on the account with the customer success team until it converts to a paid engagement
• Take deals through security review and contract negotiation to signature
• Maintain CRM forecasting

Required qualifications

• 2–5 years in a quota-carrying B2B software or data sales role with a record of hitting your number
• Experience selling to private equity, private credit, or other financial services firms, or a background in fund finance, operations, or banking
• Ability to prospect and get a fund GC or head of operations to take a first meeting
• Experience taking enterprise deals through procurement including security reviews, MSA negotiation, and contract redlines

Nice to have

• hands-on experience with credit agreements or fund documents
• experience at an early-stage company

Benefits

• Competitive salary
• meaningful equity
• Comprehensive health coverage (Centari covers 100% of employee premiums)
• Dental and vision (Centari covers 75% of employee premiums)
• 401(k) with match up to 4%
• Lunch covered for in-office team
• Flexible PTO

About the company

Centari transforms the world's contracts into actionable intelligence. They provide structured data that AI can act on to empower companies to generate new revenue.