Account Executive, Sell-Side jobs in United States
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CMG (Capital Markets Gateway) · 4 months ago

Account Executive, Sell-Side

Capital Markets Gateway LLC (CMG) is a fintech company focused on transforming global equity capital markets through data, technology, and connectivity. They are seeking a Sell-Side Account Executive to manage and grow client relationships, drive new business, and ensure successful platform adoption within the equity capital markets.

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

Qualification

Account managementSales experienceCapital Markets experienceData analytics toolsCommunication skillsEntrepreneurial mindsetCollaboration toolsB.A. degreePresentation skills

Required

At least 5+ years of prior account management or sales experience, preferably within FinTech or SaaS
Experience with data analytics & collaboration tools, including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms
Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (Heads of ECM, Trading, IT, Sales Traders, etc.)
Capital Markets experience with Investment Bank and/or Investment Management is a strong advantage
Previously managed the renewal process for the assigned portfolio of accounts to hit quota
B.S. or B.A. in Business Management, Finance, Economics, or similar study
You have an entrepreneurial mindset and a ‘can-do' attitude

Benefits

Comprehensive benefits program (Medical, Dental & Vision)
Equity
401k company match
Flexible Spending & Health Savings Account
Unlimited PTO
Remote work environment
Education reimbursement
Continuous learning opportunities
Life insurance
Employee referral bonus
Parental leave

Company

CMG (Capital Markets Gateway)

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CMG is a financial technology firm that is modernizing the equity capital markets.

Funding

Current Stage
Growth Stage
Total Funding
$69.05M
Key Investors
TD SecuritiesStageDotO
2025-12-18Series Unknown
2025-03-25Series C· $30M
2022-01-20Series B

Leadership Team

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Michael Wilcox
Co-Founder
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Stamo Hadjiyski
Co-Founder
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Company data provided by crunchbase