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Account Executive

DiligenceVault

Role overview

Qualifications

  • 4-8 years of B2B SaaS experience, ideally selling into financial services, asset management, or complex regulated industries
  • Hunter with a track record of self-sourcing a significant portion of pipeline while managing a healthy inbound flow
  • High technical IQ with the ability to explain how AI impacts client workflows confidently
  • Experience navigating 4-6 month sales cycles and $40k-$150k ARR deals

Responsibilities

  • Execute the full sales cycle from discovery to signature with high velocity and precision
  • Engineer discovery to understand underlying data and workflow challenges of sophisticated asset managers and allocators
  • Deliver tailored, product-fluent demos that move the needle from 'interesting' to 'essential'
  • Multi-thread strategically by navigating complex buying committees and building consensus across stakeholders

Key facts

Hard skills

Deal Structuring Full-Cycle Sales Sales Management Pipeline Planning Process Management Loan Processing Demonstration Skills Business Analysis Stakeholder Communications Decision Science Sales Forecasting Technical Writing Sales Intelligence Sales Management Microsoft Dynamics CRM

Other skills

  • Negotiation
  • Humility
  • Accountability
  • Communication
  • Time Management
  • Teamwork
  • Detail Oriented
  • Driven Personality
  • Executive Presence

About the company

DiligenceVault logo

DiligenceVault

RegTech (Regulatory & Compliance Technology)

DiligenceVault is the first two-sided and global fund diligence ecosystem for the investment management industry which supports both institutional and wealth investors and their investments across ETFs, Mutual Funds, Hedge Funds, and Private Markets strategies. End investors and allocators leverage the platform to digitize and automate their diligence processes and significantly cutting their time to analyze data. RFP, investor relations and portfolio specialist teams at asset managers adopt the platform to digitize and centralize all of their investor content and Q&A, collaborate as teams, and leverage our intelligent algorithms to deliver a responsive and modern experience to their investor clients. As a team, we believe in and deliver a data driven diligence experience to the industry significantly cutting down cost for all involved, and getting our clients ready for the future of data.

Company details

IndustryRegTech (Regulatory & Compliance Technology)
Company size51 - 200

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Job description

Location: Based in any East Coast States
Preferred Location: New York City (Hybrid)

About DiligenceVault
DiligenceVault is an AI-powered due diligence and decision-intelligence software for investors, allocators, and asset managers. Our platform transforms how complex diligence is executed-using AI, automation, and workflow intelligence to dramatically reduce friction, time, and risk.
We’re trusted by leading allocators, asset managers, consultants, and wealth investors, and have built the industry’s largest network of over 20,000 firms.

The Role
The investment industry is hitting a breaking point with data volume, and the "old way" of executing diligence-manual, fragmented, and slow-is becoming a systemic risk. At DiligenceVault, we aren't just selling another tool; we are architecting the AI-driven future of decision intelligence.
We are looking for a high-performance Account Executive who recognizes that the most successful sales professionals in this era are those who can bridge the gap between complex institutional workflows and the transformative power of AI.

This is a quota-carrying, full-cycle role designed for a "Hunter-Architect"-someone who takes obsessive ownership of their territory. You aren't here to just "run demos"; you are here to lead sophisticated buyers through a fundamental shift in how they operate.

Why this role is different:
  • Inbound is a Head Start, Not a Crutch: We have incredible inbound momentum, but you’ll treat it as a privilege. You will proactively hunt, build your own ecosystem, and treat your territory like a private franchise.
  • Complexity is the Moat: This isn't transactional SaaS. You will navigate high-stakes environments, multi-threading deals across Investment, Ops, and Compliance teams who demand both technical fluency and executive presence.
  • Control the Variables: You own the sharpness of your demo, the depth of your discovery, and the rigor of your follow-up. We provide the platform; you provide the discipline and the "close" mentality.

What You’ll Do
  • Execute the Full Cycle: Manage the journey from initial discovery to final signature with high velocity and precision.
  • Engineer the Discovery: Go beyond surface-level pain points to understand the underlying data and workflow challenges of sophisticated asset managers and allocators.
  • Deliver Elite Demos: Conduct sharp, tailored, and product-fluent demonstrations that move the needle from "interesting" to "essential."
  • Multi-thread Strategically: Navigate the complex buying committees of financial institutions, building consensus across stakeholders.
  • Own the Technical Narrative: Position AI and automation not as buzzwords, but as strategic moats that solve specific insights, scale, and accuracy problems.
  • Maintain Operational Rigor: Execute with high CRM hygiene and forecasting accuracy-treating sales as a science, not just an art.

What We’re Looking For
  •  4-8 years of B2B SaaS experience: Ideally selling into financial services, asset management, or complex regulated industries.
  • The "Hunter" DNA: A proven track record of self-sourcing a significant portion of your pipeline while managing a healthy inbound flow.
  • High Technical IQ: The ability to explain how AI impacts a client’s specific workflow with confidence.
  • Complex Deal Management: Experience navigating 4-6 month sales cycles and $40k–$150K ARR deals.
  • High Accountability: You are someone who views your quota as the floor, not the ceiling, and owns results without excuses.
  • Low Ego / High Ambition: You are coachable, collaborative, and more interested in the team winning than personal credit.
  • NYC Presence: Based in (or willing to relocate to) New York for our hybrid collaboration model.

Why Join
  • The Product: Sell a category-defining AI platform that is already the industry standard for 20,000+ firms.
  • The Upside: True uncapped commission structure with equity participation in a disciplined, high-growth firm.
  • The Access: Direct exposure to executive leadership and the ability to influence the product roadmap based on market feedback.
  • The Culture: Work with a smart, low-ego team that values results over "busy-work."

Benefits
  • Salary Ranges : $90,000 to $150,000 
  • Performance based - incentives/ commission & ESOPs
  • Medical, Dental, and Vision coverage via JustWorks / One Medical
  • 401(k) plan
  • Generous PTO plus sick leave and paid holidays
  • Purpose & impact: Employee donation matching and massive-driven culture
  • Rewards and recognition Program

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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