Account Executive, Financial Services
Centari· GTM
NYC Office$230k - $280kFull-timePosted 3w ago
About the role
Account Executive role at Centari to build pipeline and close new business in the private markets, running full sales cycles from outreach to signed engagement, and helping build the playbook for expansion.
Responsibilities
- Your pipeline. You’ll source a meaningful share of opportunities yourself through outbound, referrals, and the industry events and conferences where you represent Centari.
- Full-cycle deals. Discovery, demo, business case, and close with legal, finance, and operations teams.
- Commercial terms. You agree pilot success criteria and pricing before a pilot starts, then stay on the account with our customer success team until it converts to a paid engagement. You take each deal through security review and contract negotiation to signature.
- Forecasting. Your CRM reflects what is actually happening in each deal and what’s needed to move it forward.
Qualifications
- 2–5 years in a quota-carrying B2B software or data sales role with a record of hitting your number.
- Experience selling to private equity, private credit, or other financial services firms, or a background in fund finance, operations, or banking and a clear reason to move into sales.
- Prospecting skills; ability to secure first meetings with fund GCs or heads of operations.
- Experience taking enterprise deals through procurement: security reviews, MSA negotiation, and contract redlines.
- Nice to have: hands-on experience with credit agreements or fund documents, or experience at an early-stage company.
Skills
Required:Pipeline developmentFull-cycle salesContract negotiation
Benefits
- Competitive salary and meaningful equity
- Comprehensive health coverage (Centari covers 100% of employee premiums)
- Dental and vision (Centari covers 75% of employee premiums)
- 401(k) with match up to 4%
- Lunch covered for in-office team
- Flexible PTO
Last updated Sep 30, 2026. Interested? Apply on the company site.
About Centari
The Platform for Deal Intelligence | Centari
Transform complex documents into powerful insights with generative AI and win deals with the full force of your competitive knowledge.
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