Account Executive - Venture Segment

🤝 What about your team?

Finalis is seeking a highly motivated Account Executive – Venture Sales Segment to spearhead our expansion into two strategic investment banking segments. This individual will play a critical role in identifying, engaging, and converting high-value customers, leading a team to drive rapid growth and market penetration. This is an exceptional opportunity for an entrepreneurial sales leader who thrives in fast-paced environments and has a proven track record in B2B SaaS, financial services, or investment banking.

This role reports to the Chief Revenue Officer. 

✨ What will you be doing?

Strategic Leadership & Execution:

• Develop and execute a go-to-market strategy to 10x our customer base in the two identified investment banking segments within a year.

• Own the entire sales lifecycle, from prospecting to closing, ensuring a data-driven and results-focused approach.

• Collaborate with cross-functional teams (Marketing, Product, and Customer Success) to align efforts and maximize growth opportunities.

Pipeline Generation & Management:

• Drive pipeline growth through proactive outreach, leveraging existing networks, referrals, and inbound opportunities.

• Implement scalable sales processes, ensuring efficient tracking of leads and opportunities via CRM systems.

• Use data insights to refine sales strategies and optimize conversion rates.

Customer-Centric Approach:

• Deeply understand the needs and pain points of target customer segments, positioning Finalis as the go-to compliance and deal execution partner.

• Foster relationships with key decision-makers to drive long-term partnerships and account expansion.

• Act as a thought leader and trusted advisor within the investment banking ecosystem.

Team Development & Leadership:

• Recruit, mentor, and inspire a high-performing sales team to achieve ambitious targets.

• Set clear goals and provide ongoing coaching to maximize performance and professional growth.

• Foster a culture of accountability, innovation, and customer-first thinking.

Market Intelligence & Feedback Loop:

• Stay informed on industry trends, competitor activities, and customer needs to refine sales tactics and messaging.

• Provide actionable feedback to the product and marketing teams to ensure offerings align with market demands.

💬 Who are we looking for 

• Proven experience (3+ years) in B2B sales leadership, preferably within SaaS, fintech, or investment banking sectors.

• Track record of exceeding aggressive growth targets and scaling customer bases rapidly.

• Strong understanding of investment banking workflows, compliance challenges, and deal origination processes.

• Excellent communication, negotiation, and relationship-building skills.

• Proficiency in CRM tools (e.g., Salesforce, HubSpot) and data-driven decision-making.

• Entrepreneurial mindset with the ability to thrive in a fast-paced, high-growth environment.

🌟 What do we offer?

• 100% Remote work (Work from wherever you want!)

• Competitive USD salary and performance-based incentives

• High-Speed Internet expenses allowance

• Generous Paid time-off (Vacation Time!)

• Additional 17 Flex Days (to use in national holidays or personal matters)

• Professional Growth Benefits in our E-Learning Platform (Coursera) (take your skills to the next level!) 🚀

• People Team Partner (to target your roadblocks and customize an action plan for your career path)

• Buddy Program

• Virtual After-Office Activities 

• Diverse Culture & Inclusive environment

• Benefits Package

  • Healthcare (Medical, Vision, Dental) / HSA

  • 401k

• Paid Family Leave

• Opportunity to lead a high-impact, high-growth segment with significant market potential.

• Work alongside a passionate and driven team in a rapidly scaling company.

🌈 Why work with Finalis?

We are a fast-paced startup which will enable you to develop skills quickly and work in an entrepreneurial culture where pushing limits and taking risks is everyday business. As we have Finalists from different countries and cultures, we encourage our team members to develop their soft skills, boosting their ability to adapt themselves to different backgrounds.

Finalis’ core values:

• Embodying the trust we deliver

• Engage with purpose

• Practice stewardship

• Value learning