Founding Account Executive—Asset Manager/Sponsor Channel

About the role

We are seeking a driven Founding Account Executive to lead sales of our investor portal and platform into the Financial Sponsors channel, as well as to sell our access vehicle offering to new sponsors. Our platform enables firms to centralize data, streamline operations, and enhance visibility across all alternative asset investments; our feeder fund offering enables financial sponsors to easily consolidate wealth channel investors in an easy-to-access platform.

Responsibilities

• Sales & Business Development: Own the entire sales cycle for asset manager/sponsor prospects, from prospecting through close; build and manage a robust pipeline of opportunities with financial sponsors; engage with C-suite, product, operations, and compliance stakeholders to uncover needs and align solutions; negotiate contracts, pricing, and terms to secure long-term partnerships.
• Market Development: Coordinate with BD channel sales team to consistently build relationships with and close financial sponsors customers; represent the company at industry events, conferences, and networking forums; collaborate with marketing on campaigns and thought leadership.
• Internal Collaboration: Partner closely with Customer Success team for demos and technical deep dives; work with Customer Success to ensure smooth onboarding and expansion of sponsor relationships; provide structured feedback from the field to inform product roadmap and feature prioritization.

Requirements

• 5–8+ years of B2B enterprise sales experience, ideally within financial technology, SaaS, or investment/wealth management solutions.
• Proven track record selling into private equity firms or similar financial institutions.
• Strong understanding of financial sponsor fundraising workflows—compliance, operations, reporting, and investment data.
• Consultative selling style, able to build trust and manage multi-stakeholder sales cycles.
• Exceptional presentation, negotiation, and relationship-building skills.

Qualifications

• Must be a US citizen or hold a valid visa.

Skills

• Enterprise sales experience
• Financial sponsor fundraising workflows
• Consultative selling
• Relationship-building
• Presentation and negotiation skills

Benefits

• Competitive compensation package
• Health insurance
• 401(k) plan

Pay

$300k - $350k OTE

Schedule

Full-time