
Posted 2 days ago
Account Executive
Fiscal.aiAccount Executive - Capital Markets
Perks & benefits
Education AllowanceHealth InsuranceHousing AllowanceMedical InsurancePaid LeaveRelocation AllowanceTransportation
Requirements
5+ years B2B SaaS sales experience, Capital markets literacy, Technical proficiency with APIs, Enterprise deal experience ($250K+), Sales methodology training
Skills
SaaSAPI
About the role
About the Company
Fiscal.ai is a leading research and data platform built for capital markets professionals. Combining a high-performance research Terminal with a modern, near-real-time fundamentals API and MCP server, Fiscal.ai is redefining financial data infrastructure for the AI era.
Responsibilities
- Build and execute self-sourced, multi-channel outbound campaigns to ensure consistent pipeline coverage
- Lead end-to-end product demonstrations, articulating API architecture and data normalization
- Represent Fiscal.ai at industry conferences and market events to convert introductions into enterprise opportunities
- Build and maintain strategic relationships across asset managers, hedge funds, and fintech platforms
- Maintain meticulous records in HubSpot/Salesforce to support accurate forecasting
Requirements
- 5+ years of quota-carrying B2B SaaS or DaaS sales experience
- Deep capital markets literacy and understanding of buy-side operations
- Technical proficiency in delivering demonstrations involving API use cases and data architecture
- Proven hunter mentality with a history of building pipeline from scratch
- Formal training in enterprise sales methodologies like Sandler, Challenger, or MEDDIC
- Experience closing complex, multi-stakeholder deals with $250K+ contract value
- Undergraduate degree in Business, Economics, Finance, or Accounting
- Willingness to travel for client engagements and industry events
Preferred Qualifications
- Direct experience in asset management, hedge funds, or fintech
- Domain knowledge of financial data APIs and terminal platforms
- Established network within institutional asset managers or online brokerages
- Active personal engagement with equities markets
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Get started — it's freeAccount Executive
Fiscal.ai · San Francisco
