Account Executive – AI Data Extraction for Finance

ProSights · New York, NY · 7 mo ago

On-siteBusiness Development$110k–$150k/yrFull-time

Own the end to end sales cycle with PE firms, banks, and consulting firms, from prospecting and discovery through close and expansion.

Build and manage a high-quality pipeline of opportunities across target accounts and segments.

Run thoughtful discovery to understand current workflows, data entry processes, and pain points, then map them to ProSights use cases.

Deliver clear, compelling product demos that showcase how ProSights automates data extraction and integrates into existing tools and models.

Partner closely with founders and product to structure pilots, design forward deployed use cases, and incorporate customer feedback into the roadmap.

Navigate complex, multi stakeholder sales processes with senior decision makers and hands-on users.

Maintain accurate forecasting and CRM hygiene, and provide structured feedback on GTM motion, messaging, and pricing.

Represent ProSights at industry events, conferences, and customer workshops as needed.

Own the end to end sales cycle with PE firms, banks, and consulting firms, from prospecting and discovery through close and expansion
Build and manage a high-quality pipeline of opportunities across target accounts and segments
Run thoughtful discovery to understand current workflows, data entry processes, and pain points, then map them to ProSights use cases
Deliver clear, compelling product demos that showcase how ProSights automates data extraction and integrates into existing tools and models
Partner closely with founders and product to structure pilots, design forward deployed use cases, and incorporate customer feedback into the roadmap
Navigate complex, multi stakeholder sales processes with senior decision makers and hands-on users
Maintain accurate forecasting and CRM hygiene, and provide structured feedback on GTM motion, messaging, and pricing
Represent ProSights at industry events, conferences, and customer workshops as needed

3 to 6+ years of experience in a client facing role in investment banking, private equity, consulting, or B2B sales into these buyers
Strong understanding of how finance professionals actually work with Excel, PowerPoint, and internal systems, including where manual data entry and reconciliation slow them down
Comfortable selling to senior leaders (partners, MDs, CxOs) while also engaging deeply with associates, analysts, and operations teams
Proven track record of owning and closing complex deals or projects with multiple stakeholders
Clear and concise communicator, capable of explaining technical products and AI driven workflows in practical terms
High ownership mindset, comfortable in open-ended environments where you help define the process instead of just running it
Genuine interest in how AI is transforming finance and in building tools that practitioners use every day
High attention to detail across presentations, follow ups, and commercial terms
Experience selling B2B SaaS, data, or AI products into financial services or professional services
Existing network across PE, IB, or consulting that you can activate for early pipeline
Familiarity with data extraction, document processing, or workflow automation tools
Prior startup or early stage experience where you helped build GTM from the ground up

Customers include leading, often publicly traded, PE firms and banks that already pay for ProSights to run core workflows
Navy SEAL style small team culture with a focus on shipping real value for customers
In-office environment in Chelsea with a focus on sustainable high performance, including time protected for training and recovery
Direct exposure to founders, product, and engineering, with meaningful input into what we build and how we sell it

Experience selling B2B SaaS, data, or AI products into financial services or professional services
Familiarity with data extraction, document processing, or workflow automation tools
Prior startup or early stage experience where you helped build GTM from the ground up

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