Fiscal.ai

finchat.io

1 Job

34 Employees

About the Company

The complete investment research platform and API for public company financial data.

Listed Jobs

Company Name: Fiscal.ai
Job Title: Account Executive
Job Description: **Job Title:** Account Executive **Role Summary:** Drive B2B sales for an API‑based financial data platform. Manage the entire sales cycle—lead generation, product demos, negotiations, and closing—targeting mid‑market and enterprise clients such as asset managers, hedge funds, and financial institutions. **Expectations:** - Consistently exceed quarterly sales quotas. - Own a pipeline of mid‑market/enterprise opportunities from prospect to close. - Collaborate closely with product and leadership to refine go‑to‑market strategy. - Maintain a high level of professionalism and compliance with industry standards. **Key Responsibilities:** - Prospect, qualify, and secure new business via outbound and inbound channels. - Conduct engaging demos and technical presentations of API offerings. - Negotiate terms, manage contracts, and secure signed agreements. - Provide real‑time updates on pipeline, forecasts, and performance metrics. - Build and nurture long‑term relationships with key decision‑makers. - Offer feedback to product and marketing teams on customer needs and market trends. **Required Skills:** - 3+ years of full‑cycle B2B sales experience with proven quota attainment. - Strong knowledge of finance, investing, and financial institutions. - Proficiency with CRM tools (e.g., Salesforce, HubSpot) and modern sales methodologies. - Exceptional communication, presentation, and negotiation abilities. - Ability to manage multiple priorities and operate independently. **Required Education & Certifications:** - Bachelor’s degree in Business, Finance, or related field. - Industry certifications (e.g., CFA, CFP) are a plus but not mandatory. ---