Strategic Account Executive, Investment Banking & Capital Markets

Job Title

Responsibilities: Own the full sales cycle from prospecting through close, winning new business and driving revenue within investment banking and capital markets accounts. Navigate complex organizational structures to reach decision-makers across front office, middle office, and technology functions. Design and execute sales strategies tailored to the unique procurement dynamics, budget cycles, and risk considerations of capital markets institutions. Translate market intelligence into targeted account plans and campaigns. Identify and develop new use cases across investment banking workflows—M&A analysis, equity research, fixed income trading, compliance, and client reporting—collaborating cross-functionally to differentiate our offerings. Build consensus across complex stakeholder ecosystems including Managing Directors, technology leadership, risk and compliance officers, and procurement teams. Serve as the voice of the customer internally, gathering feedback from users and conveying market needs to inform product roadmaps, security requirements, and go-to-market positioning. Contribute to the evolution of our financial services sales methodology by documenting learnings, refining playbooks, and identifying process improvements that drive productivity and consistency.

You may be a good fit if you have: 7+ years of enterprise B2B sales experience, with significant time selling into investment banks, capital markets firms, or asset managers A track record of closing complex, six- and seven-figure deals within financial institutions by navigating both technical requirements and business use cases Deep familiarity with how investment banks and capital markets firms buy technology—including vendor risk assessments, security reviews, and multi-stakeholder approval processes Experience negotiating enterprise agreements within financial services procurement frameworks, including navigating legal, compliance, and infosec requirements Proven history of exceeding revenue targets by effectively managing pipeline and executing a disciplined sales process Strong executive presence and the ability to present confidently to audiences ranging from analysts and associates to C-suite executives Understanding of investment banking and capital markets workflows, pain points, and competitive dynamics A strategic, analytical mindset combined with creative tactical execution Genuine enthusiasm for AI and its potential to transform financial services, paired with appreciation for the importance of safe and responsible deployment

The expected base compensation for this position is below. Our total compensation package for full-time employees includes equity, benefits, and may include incentive compensation.

Annual Salary: $290,000 - $435,000 USD

Logistics Education requirements: We require at least a Bachelor's degree in a related field or equivalent experience. Location-based hybrid policy: Currently, we expect all staff to be in one of our offices at least 25% of the time. However, some roles may require more time in our offices. Visa sponsorship: We do sponsor visas! However, we aren't able to successfully sponsor visas for every role and every candidate. But if we make you an offer, we will make every reasonable effort to get you a visa, and we retain an immigration lawyer to help with this. We encourage you to apply even if you do not believe you meet every single qualification. Not all strong candidates will meet every single qualification as listed. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome and doubting the strength of their candidacy, so we urge you not to exclude yourself prematurely and to submit an application if you're interested in this work. We think AI systems like the ones we're building have enormous social and ethical implications. We think this makes representation even more important, and we strive to include a range of diverse perspectives on our team. Minimum Salary: 290000 Maximum Salary: 435000 Salary Unit: Yearly