CENTRL Inc
Most Advanced Platform for Third Party Risk and Diligence
Associate Account Executive – Financial Services Sales
Location
New York
Posted
54 days ago
Salary
Not specified
Bachelor Degree1 yr expEnglish
Job Description
• Own and manage a defined Financial Services sub-vertical, acting as the anchor Account Executive for that segment
• Drive the full sales cycle for opportunities within the assigned vertical, from initial discovery through close, with support from senior leadership as needed
• Conduct discovery calls to understand prospect workflows, pain points, and buying criteria
• Lead product demonstrations and workflow walkthroughs tailored to customer use cases
• Build and maintain a healthy pipeline through a combination of inbound leads and outbound prospecting
• Develop strong relationships with key stakeholders across IR, Compliance, Risk, Operations, and Legal teams
• Collaborate closely with senior AEs and leadership on deal strategy, pricing, and negotiation
• Partner with Marketing and Product to share market feedback and inform messaging and roadmap priorities
• Maintain accurate opportunity tracking, forecasting, and activity logging in Salesforce
• Continuously build expertise in CENTRL’s platform, the competitive landscape, and Financial Services workflows
Job Requirements
- 1–3 years of experience in SaaS sales, business development, or a client-facing role
- Interest in Financial Services, risk, compliance, or investment management workflows
- Strong communication skills and comfort speaking with customers
- Coachable, curious, and motivated to grow in a sales career
- Ability to manage multiple tasks and follow structured sales processes
- Experience with Salesforce or other CRM tools is a plus, but not required
Benefits
- A home office and available to work remotely
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