Account Executive – Capital Markets

🕒 April 30

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Fiscal AI

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2021

💳 Fintech

☁️ SaaS

🔌 API

Fintech • SaaS • API

Fiscal AI is a modern financial data company that provides an all-in-one research terminal and institutional-grade APIs delivering clean, real-time fundamentals for public equities, ETFs, and funds. The platform combines high-quality standardized and as-reported financials, investor relations content, KPI data, AI-powered summaries, dashboards, and data visualization to speed research workflows for investors and institutions. Fiscal AI serves both individual investors and enterprise clients, emphasizing data quality, auditability, low-latency delivery, and SOC2 Type II security.

📋 Description

• Build and execute self-sourced, multi-channel outbound campaigns (email, phone, LinkedIn) to ensure consistent pipeline coverage against assigned quota. Inbound leads and marketing-qualified introductions will be provided, but this role demands a genuine hunter who does not wait to be fed. • Lead your own product demonstrations end-to-end — no SE required. You will be expected to articulate the architecture of our fundamentals API, explain data normalization and coverage depth, and confidently handle technical questions from quants, data engineers, and investment professionals. • Represent Fiscal.ai at industry conferences and market events, converting introductions into qualified enterprise opportunities. Build and maintain strategic relationships across target segments including asset managers, hedge funds, online brokerages, and fintech platforms. • Maintain meticulous records in HubSpot/Salesforce to support accurate forecasting and full pipeline transparency. In a fast-moving environment, data integrity is not optional.

🎯 Requirements

• 5+ Years of Quota-Carrying Experience: Proven full-cycle B2B SaaS or Data-as-a-Service (DaaS) sales track record, from initial outreach through contract close. • Capital Markets Literacy: You understand how the buy-side operates. You know what a portfolio manager means when they ask about factor exposure, why KPI normalization matters, and how financial data flows from source to application. You do not need to be a CFA, but you must be credible in a room with analysts and data teams. • Technical Proficiency: Ability to master a complex technical product and deliver compelling demonstrations independently, including API use cases and data architecture concepts. • Hunter Mentality: Documented history of building pipeline from scratch, not just managing inbound leads or expanding existing accounts. • Methodology Trained: Formally trained in a recognized enterprise sales methodology such as Sandler, Challenger, or MEDDIC. • Enterprise Deal Experience: Track record closing complex, multi-stakeholder deals at $250K+ contract value. • Education: Undergraduate degree in Business, Economics, Finance, Accounting, or a related discipline. • Travel: Willingness to travel for high-impact client engagements and industry events. • - PREFERRED QUALIFICATIONS • - The following are not requirements, but candidates who bring these attributes will have a meaningful advantage: • Direct Capital Markets Experience: Previous roles within asset management, hedge funds, prime brokerage, sell-side research, or fintech/wealthtech platforms. • Financial Data Domain Knowledge: Familiarity with financial data APIs, terminal platforms, or the broader financial data and analytics vendor landscape. • Established Network: Existing relationships within online brokerages, institutional asset managers, family offices, or fintech platforms. • Active Market Participant: You manage a personal brokerage account and follow equities markets closely. This signals genuine engagement with the problems our customers are trying to solve.

🏖️ Benefits

• Base Salary: $125,000 • On-Target Earnings: $250,000+ with fully uncapped commission structure • Equity: Participation in the company’s equity plan — every team member is an owner • Environment: Small, high-output team with minimal bureaucracy and a direct line to the founding team • Openings: Two (2) positions available**