Posted 4d ago

Account Executive - Capital Markets

@ Fiscal.ai
New York, New York, United States
$125k-$250k/yrHybridFull Time
Responsibilities:Develop pipeline, Lead demonstrations, Build relationships
Requirements Summary:5+ years quota-bearing B2B SaaS/DaaS sales; capital markets literacy; ability to demo complex product; hunter mindset; enterprise deal experience; bachelor’s degree; willing to travel.
Technical Tools Mentioned:APIs, CRM software, HubSpot, Salesforce
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Job Description

Account Executive — Capital Markets
Base: $125,000  |  OTE: $250,000+ (Uncapped)  |  Equity Included  |  2 Openings
Location: Hybrid — New York, NY  |  Remote considered for exceptional performers

ABOUT FISCAL.AI

Fiscal.ai is a leading research and data platform built for capital markets professionals. Combining a high-performance research Terminal with a modern, near-real-time fundamentals API and MCP server, Fiscal.ai is redefining financial data infrastructure for the AI era. Headquartered in Toronto and backed by $13M in venture capital, the company serves thousands of institutional and professional clients and reaches millions of end-users through its API ecosystem. Customers include Google Finance, Perplexity, YCharts, Rogo, and Stocktwits.

THE ROLE

This is a full-cycle, hunter-oriented Account Executive role for a professional who understands capital markets — not just software sales. You will own your pipeline from initial outreach through close, lead your own technical demonstrations, and build lasting relationships across buy-side institutions, retail brokerages, and financial technology platforms.

We are not looking for order-takers. We are looking for someone who wakes up curious about the market, understands why a portfolio manager cares about KPI coverage depth, and can credibly position Fiscal.ai’s data infrastructure against incumbents like LSEG, FactSet, CapIQ, and Morningstar.

KEY RESPONSIBILITIES

Pipeline Development

  • Build and execute self-sourced, multi-channel outbound campaigns (email, phone, LinkedIn) to ensure consistent pipeline coverage against assigned quota. Inbound leads and marketing-qualified introductions will be provided, but this role demands a genuine hunter who does not wait to be fed.

Technical Product Ownership

  • Lead your own product demonstrations end-to-end — no SE required. You will be expected to articulate the architecture of our fundamentals API, explain data normalization and coverage depth, and confidently handle technical questions from quants, data engineers, and investment professionals.

Relationship & Market Development

  • Represent Fiscal.ai at industry conferences and market events, converting introductions into qualified enterprise opportunities. Build and maintain strategic relationships across target segments including asset managers, hedge funds, online brokerages, and fintech platforms.

CRM & Forecast Discipline

  • Maintain meticulous records in HubSpot/Salesforce to support accurate forecasting and full pipeline transparency. In a fast-moving environment, data integrity is not optional.