Account Executive

Summary

Join Bainbridge, a leading financial services firm, as an Account Executive and drive our M&A initiatives. This remote, full-time position offers a lucrative compensation package with OTE ranging from $150,000 to $300,000+. You will manage the M&A deal process, engage with C-suite executives, and build strong client relationships. Success requires strong business and sales acumen, financial expertise, and exceptional communication skills. Bainbridge provides a comprehensive benefits package including flexible PTO, various health insurance options, and other perks.

Requirements

• Bachelor's degree in Business, Economics, Finance or related field
• 3-5 years minimum experience of proven business and sales acumen with a record of accomplishment of closing deals in M&A, Investment Banking, or other client-facing roles
• Strong understanding of financial metrics, including EBITDA evaluation methodologies
• FINRA licensed or willing to obtain necessary licensing
• Proficient in Microsoft Office, Excel, PowerPoint and CRM management
• Exceptional communication and interpersonal skills with a demonstrated ability to engage with C-Suite executives
• A high level of attention to detail
• Mature and professional demeanor, with the ability to handle sensitive client interactions
• Collaborative mindset with strong leadership qualities and the ability to work effectively in a team environment
• Adept at managing multiple projects and completing deliverables on schedule
• Self-motivated while working remotely in a fast-paced and rigorous environment

Responsibilities

• Manage the M&A deal process from initial outreach to deal closure, with an emphasis on qualitative data, analysis and relationship building
• Conduct outreach to prospective acquisition clients utilizing omni-channel marketing system
• Ensure timely communication and updates with clients and internal stakeholders
• Conduct thorough due diligence including a solid understanding of EBITDA and company valuations
• Develop and maintain strong relationships with clients, demonstrating a keen understanding of their industries, needs and objectives
• Meet key performance indicators (KPIs) related to deal flow, client engagement, and revenue generation to ensure individual and team success
• Collaborate with cross functional teams to facilitate deal execution and integrate insights from various industry sectors
• Continuously seek to learn about evolving business landscapes and market trends to provide informed guidance to clients
• Maintain and manage CRM systems to track deal flow, client interactions, and performance metrics
• Contribute to the development of initiatives and leadership within the team
• Mentor and support junior team members, fostering their professional growth
• Minimal travel may be required for conference attendance, client meetings and company events

Preferred Qualifications

MBA is a plus

Benefits

• Remote digital office (work from home), must be U.S.based
• Flexible PTO policy
• Holiday paid time off
• Accrued sick pay
• Medical Coverage Selection: Kaiser, (CA) & Aetna (HMO, POS)
• Dental Coverage: MetLife Dental (PPO) & Aetna Dental (DMO): personal coverage and additional child plus orthodontia
• Vision Plan: Aetna Vision & Aetna Vison+: Comprehensive Vision coverage including exams, lenses and frames allowance, contact lenses
• Healthcare FSA: Allows employees to pay for up to $2,750 per year in medical, pharmacy, dental, vision and other healthcare related expenses with pre-tax dollars using provided debit card
• Healthcare savings account HSA. This is different than a flexible spending account, it is a long-term savings account that provides an ongoing resource that you can tap into year after year for healthcare costs and can be built up incrementally
• Basic Term Life: Coverage equal to one times annual earning for all full time employees
• Basic Personal Accident Insurance (PAI):Coverage equal to one times annual earnings for all full-time employees
• Dependent care pre-tax spending account. Covers children and elderly dependents with pretax spending dollars
• Perks at Work: 30,000+ local and national retail discounts