Account Executive, Finance
for each heading. Use - for lists. Use
for prose.
We need to preserve all substantive info, remove boilerplate (EEO, AI hiring process note, equal opportunity, etc). Also remove duplicated lines.
Let's parse content:
First paragraph: "BDG is looking to scale their finance business, and the Account Executive will be responsible for growing and managing accounts within this category. This role is built for someone with 1–2 years in media or advertising — whether already in a sales seat or in a sales-adjacent role like account management — who's ready to prove they can grow these accounts into key relationships at BDG. The Account Executive, Finance will own the full sales cycle — from prospecting and outreach through pitching, closing, and managing the business they bring in — across the full BDG portfolio. You'll work closely with sales leadership to identify expansion opportunities within smaller accounts and help grow the travel book of business across finance and insurance."
That's about the role.
Then "Key Accountabilities" list:
- Build and manage a high-volume outbound pipeline (cold email, LinkedIn, and other digital outreach) to grow developmental finance accounts across BDG's portfolio.
- Own the full sales cycle: prospecting, lead qualification, pitching, negotiating, and closing — with support from sales leadership.
- Identify and pursue expansion opportunities within smaller finance accounts that represent growth potential for BDG.
- Hit weekly and monthly activity benchmarks (email outreach sent, meetings booked) in addition to revenue targets.
- Partner with sales leadership to refine targeting, messaging, and sequencing for the finance vertical — helping shape how BDG scales this segment.
- Use AI tools (Claude, Apollo, and similar) to build prospecting lists, draft outbound sequences, and create pitch materials efficiently — and help figure out where else AI can speed up the sales process as the function scales.
- Develop deep working knowledge of BDG's full brand portfolio and digital, social, video, and experiential solutions to pitch effectively to entertainment and media buyers.
- Track and report on pipeline, activity, and forecasted revenue using the team's CRM.
Then "Candidate Profile" bullet points (some are sentences):
- 1–2 years of experience in media and/or advertising, in a sales role or a sales-adjacent role such as account management — direct quota-carrying sales experience is not required if you're ready to make the jump into a full sales seat.
- Familiarity with finance industry categories and how they market to different finance personas is not required, but preferred.
- Genuinely excited about outbound prospecting — comfortable with high-volume outreach and undeterred by rejection.
- Entrepreneurial mindset with the drive to build something from the ground up — comfortable with ambiguity and solutions-forward rather than waiting for a fully defined process.
- AI-forward: professionally familiar with Claude or a similar AI tool, quick to pick up new sales tech like Apollo, and comfortable using AI to help build prospecting lists, outreach, and pitch materials.
- Coachable and eager to learn the media landscape, with a clear ambition to grow into a senior sales role.
- Strong verbal and written communication skills; comfortable pitching to new contacts with little to no warm introduction.
- Organized and detail-oriented, with the discipline to manage a self-sourced pipeline and follow through consistently.
- Proficient in Excel, Canva, PowerPoint/Keynote, and CRM/sales tools (Salesforce, Apollo, or similar).
- Bachelor's degree or equivalent practical experience.
Then there is a paragraph about AI tools used in hiring process, EEO statement, contact info, etc. Those should be removed.
Thus we need sections: About the role (intro paragraph), Responsibilities (the key accountabilities list), Requirements (maybe candidate profile items that are requirements: experience, familiarity preferred, etc). Qualifications (education, degree). Skills (tools proficiency, communication, etc). But we need to avoid thin sections. Could combine some.
We need to decide headings: About the role, Responsibilities, Requirements, Qualifications, Skills. Ensure each has substantive content.
Let's extract:
About the role: first paragraph (maybe two sentences). Could also include the line about working closely with sales leadership etc. But that is part of responsibilities. We'll keep About the role as the introductory description.
Responsibilities: the list under Key Accountabilities.
Requirements: maybe the candidate profile items that are mandatory: 1-2 years experience in media/advertising, sales or sales-adjacent role; genuine excitement about outbound prospecting; entrepreneurial mindset; AI-forward familiarity; coachable/eager to learn; strong verbal/written communication; organized/detail-oriented; proficient in tools; bachelor's degree or equivalent. Also maybe "Familiarity with finance industry categories... preferred" is a preference, could go under Qualifications or Preferences. But we can put under Requirements as "Preferred: familiarity with finance industry categories..." but we should not invent placeholder. It's real content: "Familiarity with finance industry categories and how they market to different finance personas is not required, but preferred." That's a statement; we can include under Requirements or Qualifications.
Qualifications: maybe Bachelor's degree or equivalent practical experience.
Skills: proficiency in Excel, Canva, PowerPoint/Keynote, CRM/sales tools (Salesforce, Apollo, or similar); also AI tools familiarity; communication skills; etc.
But we need to avoid duplication. Let's structure:
About the role
BDG is looking to scale their finance business, and the Account Executive will be responsible for growing and managing accounts within this category. This role is built for someone with 1–2 years in media or advertising — whether already in a sales seat or in a sales-adjacent role like account management — who's ready to prove they can grow these accounts into key relationships at BDG. The Account Executive, Finance will own the full sales cycle — from prospecting and outreach through pitching, closing, and managing the business they bring in — across the full BDG portfolio. You'll work closely with sales leadership to identify expansion opportunities within smaller accounts and help grow the travel book of business across finance and insurance.
Responsibilities
- Build and manage a high-volume outbound pipeline (cold email, LinkedIn, and other digital outreach) to grow developmental finance accounts across BDG's portfolio.
- Own the full sales cycle: prospecting, lead qualification, pitching, negotiating, and closing — with support from sales leadership.
- Identify and pursue expansion opportunities within smaller finance accounts that represent growth potential for BDG.
- Hit weekly and monthly activity benchmarks (email outreach sent, meetings booked) in addition to revenue targets.
- Partner with sales leadership to refine targeting, messaging, and sequencing for the finance vertical — helping shape how BDG scales this segment.
- Use AI tools (Claude, Apollo, and similar) to build prospecting lists, draft outbound sequences, and create pitch materials efficiently — and help figure out where else AI can speed up the sales process as the function scales.
- Develop deep working knowledge of BDG's full brand portfolio and digital, social, video, and experiential solutions to pitch effectively to entertainment and media buyers.
- Track and report on pipeline, activity, and forecasted revenue using the team's CRM.
Requirements
- 1–2 years of experience in media and/or advertising, in a sales role or a sales‑adjacent role such as account management (direct quota‑carrying sales experience not required if ready to jump into a full sales seat).
- Genuinely excited about outbound prospecting — comfortable with high‑volume outreach and undeterred by rejection.
- Entrepreneurial mindset with the drive to build something from the ground up — comfortable with ambiguity and solutions‑forward rather than waiting for a fully defined process.
- AI‑forward: professionally familiar with Claude or a similar AI tool, quick to pick up new sales tech like Apollo, and comfortable using AI to help build prospecting lists, outreach, and pitch materials.
- Coachable and eager to learn the media landscape, with a clear ambition to grow into a senior sales role.
- Strong verbal and written communication skills; comfortable pitching to new contacts with little to no warm introduction.
- Organized and detail‑oriented, with the discipline to manage a self‑sourced pipeline and follow through consistently.
- Proficient in Excel, Canva, PowerPoint/Keynote, and CRM/sales tools (Salesforce, Apollo, or similar).
- Bachelor's degree or equivalent practical experience.
- Familiarity with finance industry categories and how they market to different finance personas is preferred (not required).
We could also have a Skills section but we already included tools proficiency in Requirements. Might be redundant. Perhaps better to move tools proficiency to Skills, and keep Requirements focused on experience, mindset, etc. Let's restructure:
Requirements: experience, mindset, communication, coachable, organized, bachelor's degree.
Skills: proficiency in Excel, Canva, PowerPoint/Keynote, CRM/sales tools, AI tools familiarity.
Qualifications: maybe not needed separate if we have Skills.
But the instruction: "Prefer a few substantive sections over many thin ones." So we should not create many sections if they'd be thin. We have About the role, Responsibilities, Requirements (which can include experience, mindset, education, etc). Skills could be separate if we have enough content. We have proficiency in tools and AI tools familiarity; that's substantive enough for a Skills section.
Thus sections: About the role, Responsibilities, Requirements, Skills.
We should not include Qualifications unless we have distinct content like degree etc. But we can include degree in Requirements.
Let's craft:
About the role
...
Responsibilities
...
Requirements
- 1–2 years of experience in media and/or advertising, in a sales role or a sales‑adjacent role such as account management (direct quota‑carrying sales experience not required if ready to jump into a full sales seat).
- Genuinely excited about outbound prospecting — comfortable with high‑volume outreach and undeterred by rejection.
- Entrepreneurial mindset with the drive to build something from the ground up — comfortable with ambiguity and solutions‑forward rather than waiting for a fully defined process.
- Coachable and eager to learn the media landscape, with a clear ambition to grow into a senior sales role.
- Strong verbal and written communication skills; comfortable pitching to new contacts with little to no warm introduction.
- Organized and detail‑oriented, with the discipline to manage a self‑sourced pipeline and follow through consistently.
- Bachelor's degree or equivalent practical experience.
- Familiarity with finance industry categories and how they market to different finance personas is preferred (not required).
Skills
- Proficient in Excel, Canva, PowerPoint/Keynote, and CRM/sales tools (Salesforce, Apollo, or similar).
- Professionally familiar with Claude or a similar AI tool; quick to pick up new sales tech like Apollo and comfortable using AI to build prospecting lists, outreach sequences, and pitch materials.
Check for any leftover boilerplate: removed EEO, AI hiring process note, contact info, etc.
Make sure we didn't repeat job
for prose. We need to preserve all substantive info, remove boilerplate (EEO, AI hiring process note, equal opportunity, etc). Also remove duplicated lines. Let's parse content: First paragraph: "BDG is looking to scale their finance business, and the Account Executive will be responsible for growing and managing accounts within this category. This role is built for someone with 1–2 years in media or advertising — whether already in a sales seat or in a sales-adjacent role like account management — who's ready to prove they can grow these accounts into key relationships at BDG. The Account Executive, Finance will own the full sales cycle — from prospecting and outreach through pitching, closing, and managing the business they bring in — across the full BDG portfolio. You'll work closely with sales leadership to identify expansion opportunities within smaller accounts and help grow the travel book of business across finance and insurance." That's about the role. Then "Key Accountabilities" list: - Build and manage a high-volume outbound pipeline (cold email, LinkedIn, and other digital outreach) to grow developmental finance accounts across BDG's portfolio. - Own the full sales cycle: prospecting, lead qualification, pitching, negotiating, and closing — with support from sales leadership. - Identify and pursue expansion opportunities within smaller finance accounts that represent growth potential for BDG. - Hit weekly and monthly activity benchmarks (email outreach sent, meetings booked) in addition to revenue targets. - Partner with sales leadership to refine targeting, messaging, and sequencing for the finance vertical — helping shape how BDG scales this segment. - Use AI tools (Claude, Apollo, and similar) to build prospecting lists, draft outbound sequences, and create pitch materials efficiently — and help figure out where else AI can speed up the sales process as the function scales. - Develop deep working knowledge of BDG's full brand portfolio and digital, social, video, and experiential solutions to pitch effectively to entertainment and media buyers. - Track and report on pipeline, activity, and forecasted revenue using the team's CRM. Then "Candidate Profile" bullet points (some are sentences): - 1–2 years of experience in media and/or advertising, in a sales role or a sales-adjacent role such as account management — direct quota-carrying sales experience is not required if you're ready to make the jump into a full sales seat. - Familiarity with finance industry categories and how they market to different finance personas is not required, but preferred. - Genuinely excited about outbound prospecting — comfortable with high-volume outreach and undeterred by rejection. - Entrepreneurial mindset with the drive to build something from the ground up — comfortable with ambiguity and solutions-forward rather than waiting for a fully defined process. - AI-forward: professionally familiar with Claude or a similar AI tool, quick to pick up new sales tech like Apollo, and comfortable using AI to help build prospecting lists, outreach, and pitch materials. - Coachable and eager to learn the media landscape, with a clear ambition to grow into a senior sales role. - Strong verbal and written communication skills; comfortable pitching to new contacts with little to no warm introduction. - Organized and detail-oriented, with the discipline to manage a self-sourced pipeline and follow through consistently. - Proficient in Excel, Canva, PowerPoint/Keynote, and CRM/sales tools (Salesforce, Apollo, or similar). - Bachelor's degree or equivalent practical experience. Then there is a paragraph about AI tools used in hiring process, EEO statement, contact info, etc. Those should be removed. Thus we need sections: About the role (intro paragraph), Responsibilities (the key accountabilities list), Requirements (maybe candidate profile items that are requirements: experience, familiarity preferred, etc). Qualifications (education, degree). Skills (tools proficiency, communication, etc). But we need to avoid thin sections. Could combine some. We need to decide headings: About the role, Responsibilities, Requirements, Qualifications, Skills. Ensure each has substantive content. Let's extract: About the role: first paragraph (maybe two sentences). Could also include the line about working closely with sales leadership etc. But that is part of responsibilities. We'll keep About the role as the introductory description. Responsibilities: the list under Key Accountabilities. Requirements: maybe the candidate profile items that are mandatory: 1-2 years experience in media/advertising, sales or sales-adjacent role; genuine excitement about outbound prospecting; entrepreneurial mindset; AI-forward familiarity; coachable/eager to learn; strong verbal/written communication; organized/detail-oriented; proficient in tools; bachelor's degree or equivalent. Also maybe "Familiarity with finance industry categories... preferred" is a preference, could go under Qualifications or Preferences. But we can put under Requirements as "Preferred: familiarity with finance industry categories..." but we should not invent placeholder. It's real content: "Familiarity with finance industry categories and how they market to different finance personas is not required, but preferred." That's a statement; we can include under Requirements or Qualifications. Qualifications: maybe Bachelor's degree or equivalent practical experience. Skills: proficiency in Excel, Canva, PowerPoint/Keynote, CRM/sales tools (Salesforce, Apollo, or similar); also AI tools familiarity; communication skills; etc. But we need to avoid duplication. Let's structure:
About the role
BDG is looking to scale their finance business, and the Account Executive will be responsible for growing and managing accounts within this category. This role is built for someone with 1–2 years in media or advertising — whether already in a sales seat or in a sales-adjacent role like account management — who's ready to prove they can grow these accounts into key relationships at BDG. The Account Executive, Finance will own the full sales cycle — from prospecting and outreach through pitching, closing, and managing the business they bring in — across the full BDG portfolio. You'll work closely with sales leadership to identify expansion opportunities within smaller accounts and help grow the travel book of business across finance and insurance.
Responsibilities
- Build and manage a high-volume outbound pipeline (cold email, LinkedIn, and other digital outreach) to grow developmental finance accounts across BDG's portfolio.
- Own the full sales cycle: prospecting, lead qualification, pitching, negotiating, and closing — with support from sales leadership.
- Identify and pursue expansion opportunities within smaller finance accounts that represent growth potential for BDG.
- Hit weekly and monthly activity benchmarks (email outreach sent, meetings booked) in addition to revenue targets.
- Partner with sales leadership to refine targeting, messaging, and sequencing for the finance vertical — helping shape how BDG scales this segment.
- Use AI tools (Claude, Apollo, and similar) to build prospecting lists, draft outbound sequences, and create pitch materials efficiently — and help figure out where else AI can speed up the sales process as the function scales.
- Develop deep working knowledge of BDG's full brand portfolio and digital, social, video, and experiential solutions to pitch effectively to entertainment and media buyers.
- Track and report on pipeline, activity, and forecasted revenue using the team's CRM.
Requirements
- 1–2 years of experience in media and/or advertising, in a sales role or a sales‑adjacent role such as account management (direct quota‑carrying sales experience not required if ready to jump into a full sales seat).
- Genuinely excited about outbound prospecting — comfortable with high‑volume outreach and undeterred by rejection.
- Entrepreneurial mindset with the drive to build something from the ground up — comfortable with ambiguity and solutions‑forward rather than waiting for a fully defined process.
- AI‑forward: professionally familiar with Claude or a similar AI tool, quick to pick up new sales tech like Apollo, and comfortable using AI to help build prospecting lists, outreach, and pitch materials.
- Coachable and eager to learn the media landscape, with a clear ambition to grow into a senior sales role.
- Strong verbal and written communication skills; comfortable pitching to new contacts with little to no warm introduction.
- Organized and detail‑oriented, with the discipline to manage a self‑sourced pipeline and follow through consistently.
- Proficient in Excel, Canva, PowerPoint/Keynote, and CRM/sales tools (Salesforce, Apollo, or similar).
- Bachelor's degree or equivalent practical experience.
- Familiarity with finance industry categories and how they market to different finance personas is preferred (not required).
About the role
...
Responsibilities
- ...
Requirements
- 1–2 years of experience in media and/or advertising, in a sales role or a sales‑adjacent role such as account management (direct quota‑carrying sales experience not required if ready to jump into a full sales seat).
- Genuinely excited about outbound prospecting — comfortable with high‑volume outreach and undeterred by rejection.
- Entrepreneurial mindset with the drive to build something from the ground up — comfortable with ambiguity and solutions‑forward rather than waiting for a fully defined process.
- Coachable and eager to learn the media landscape, with a clear ambition to grow into a senior sales role.
- Strong verbal and written communication skills; comfortable pitching to new contacts with little to no warm introduction.
- Organized and detail‑oriented, with the discipline to manage a self‑sourced pipeline and follow through consistently.
- Bachelor's degree or equivalent practical experience.
- Familiarity with finance industry categories and how they market to different finance personas is preferred (not required).
Skills
- Proficient in Excel, Canva, PowerPoint/Keynote, and CRM/sales tools (Salesforce, Apollo, or similar).
- Professionally familiar with Claude or a similar AI tool; quick to pick up new sales tech like Apollo and comfortable using AI to build prospecting lists, outreach sequences, and pitch materials.