Founding Account Executive
Titan · New York, NY · 7 mo ago
On-siteBusiness Development$75k–$150k/yrFull-time
What You’ll Do
- Lead Engagement & Client Acquisition
- Inbound Lead Engagement
- Possession Discovery
- Meeting Coordination
- Lead Nurturing
- Pipeline & CRM Management
- Performance Ownership
- Sales & Marketing Partnership
- Client Growth Opportunities
- 3+ years in direct sales, business development, or client acquisition
- Energetic, personable communicator who builds trust quickly
- Strong verbal and written communication skills; confident in outbound calls, presentations, and consultative conversations
- Experience selling consumer-facing products or services; fintech, wealth management, or SaaS experience is a plus
- Familiarity with financial planning or investment concepts; professional credentials (CFP, Series licenses, etc.) are helpful but not required
- Highly organized, self-motivated, and target-oriented — comfortable managing a sales pipeline independently
- Bachelor’s degree or equivalent practical experience
Pipeline Management & Operations
Cross-Functional Collaboration
Required Experience
Compensation Range
$75K - $150K