Account Executive

Summary

Join Finalis as a highly motivated Account Executive – Venture Sales Segment to lead our expansion into two strategic investment banking segments. You will play a critical role in identifying, engaging, and converting high-value customers, leading a team to drive rapid growth. This is an exceptional opportunity for an entrepreneurial sales leader with a proven track record in B2B SaaS, financial services, or investment banking. You will report to the Chief Revenue Officer and be responsible for developing and executing a go-to-market strategy, managing the sales lifecycle, and collaborating with cross-functional teams. The role also involves pipeline generation, customer relationship building, team development, and market intelligence gathering. Finalis offers a competitive salary, performance-based incentives, and a remote work environment.

Requirements

• Proven experience (3+ years) in B2B sales leadership, preferably within SaaS, fintech, or investment banking sectors
• Track record of exceeding aggressive growth targets and scaling customer bases rapidly
• Strong understanding of investment banking workflows, compliance challenges, and deal origination processes
• Excellent communication, negotiation, and relationship-building skills
• Proficiency in CRM tools (e.g., Salesforce, HubSpot) and data-driven decision-making
• Entrepreneurial mindset with the ability to thrive in a fast-paced, high-growth environment

Responsibilities

• Develop and execute a go-to-market strategy to 10x our customer base in the two identified investment banking segments within a year
• Own the entire sales lifecycle, from prospecting to closing, ensuring a data-driven and results-focused approach
• Collaborate with cross-functional teams (Marketing, Product, and Customer Success) to align efforts and maximize growth opportunities
• Drive pipeline growth through proactive outreach, leveraging existing networks, referrals, and inbound opportunities
• Implement scalable sales processes, ensuring efficient tracking of leads and opportunities via CRM systems
• Use data insights to refine sales strategies and optimize conversion rates
• Deeply understand the needs and pain points of target customer segments, positioning Finalis as the go-to compliance and deal execution partner
• Foster relationships with key decision-makers to drive long-term partnerships and account expansion
• Act as a thought leader and trusted advisor within the investment banking ecosystem
• Recruit, mentor, and inspire a high-performing sales team to achieve ambitious targets
• Set clear goals and provide ongoing coaching to maximize performance and professional growth
• Foster a culture of accountability, innovation, and customer-first thinking
• Stay informed on industry trends, competitor activities, and customer needs to refine sales tactics and messaging
• Provide actionable feedback to the product and marketing teams to ensure offerings align with market demands

Benefits

• 100% Remote work (Work from wherever you want!)
• Competitive USD salary and performance-based incentives
• High-Speed Internet expenses allowance
• Generous Paid time-off (Vacation Time!)
• Additional 17 Flex Days (to use in national holidays or personal matters)
• Professional Growth Benefits in our E-Learning Platform (Coursera) (take your skills to the next level!) 🚀
• People Team Partner (to target your roadblocks and customize an action plan for your career path)
• Buddy Program
• Virtual After-Office Activities
• Diverse Culture & Inclusive environment
• Benefits Package
• Healthcare (Medical, Vision, Dental) / HSA
• 401k
• Paid Family Leave
• Opportunity to lead a high-impact, high-growth segment with significant market potential
• Work alongside a passionate and driven team in a rapidly scaling company