Account Executive, Sell-Side

Job not on LinkedIn

🕒 October 3, 2025

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CMG (Capital Markets Gateway)

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2017

💳 Fintech

💸 Finance

🏢 Enterprise

Fintech • Finance • Enterprise

CMG (Capital Markets Gateway) is a pioneering company in the field of capital markets, focusing on enhancing efficiencies in Equity Capital Markets (ECM) through technology. Their platform connects buy-side and sell-side participants, providing workflow management and data intelligence solutions. CMG offers tools such as real-time order book building, trade processing integration, analytics, and event tracking. Trusted by leading asset managers and underwriters, CMG aims to improve decision-making and streamline processes across the primary issuance market, facilitating a more efficient capital formation process that promotes job creation and economic growth.

📋 Description

• 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

🎯 Requirements

• 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