Skip to main content

Sales Executive | FinTech

Sales Executive | FinTech

  • Boston

Do you want to put your skills to use, helping state utilities like schools, colleges, and hospitals grow?


This is the role for you, become an Account Executive for our client, a fast-growth GovTech company, reshaping how municipal bond issuers connect with their investors.


Propel your career in the FinTech space, joining an entrepreneurial company streamlining investor relations and debt-management solutions for municipal bond issuers.



The Job:

  • Employ an ownership mentality to building a book of business within target bond market accounts.
  • Exceeding individual sales quotas, running effective sales campaigns which include prospecting, identifying and closing strategic deals.
  • Execute sales campaigns to net new business – on the phone and in the field
  • Developing and maintaining customer and partner relationships through outbound prospecting


About you:

  • 2+ Direct SaaS-based sales experience
  • A highly motivated, competitive and passionate team-player, driven to thrive in an entrepreneurial environment
  • Passion and drive to sell technology that is a huge benefit to clients in the finance market
  • Exceptional communication and consultative skills to employ solutions-based selling.



  • $120 – 140k OTE
  • Modern culture, hybrid working model (Boston Seaport)
  • Unlimited vacation time, and flexible working hours
  • Company benefits
  • Stock Options
Maximum file size: 78 MB.

Job Overview
Account Executive (new business)
Offered Salary

After lunch, our target markets have risen, and so your duties will shift to maximising time with people on the phone. This will involve:

Business development
You’ll take the details gathered in the morning to reach out to new prospects, which may include phoning prospects, then booking in Zoom calls after.

Following up
Some clients and candidates will need a bit of chasing after you’ve spoken to them. This might involve getting interview feedback.

As for the candidates you previously headhunted who haven’t yet responded on LinkedIn, you’ll reach out to them again.

Wrapping up
You’ll perhaps confirm interviews, send calendar invites or proposals for retained projects. There will be a team debrief, and you’ll reflect to enable goal setting for the next day.


Mornings are when all our clients, candidates and prospects are asleep, so this is our preparation time. This consists of mostly marketing activities:

Goal setting
Goal setting for what you will get out of the day is a crucial part of how we work. You should note that things change, so midweek you may have to tweak it to stay on track.

Overnight there may have been offers made, interview feedback, responses to marketing emails, or calls booked in. You’ll reply to these, so recipients will see it first thing their time.

You’ll use the likes of Crunchbase, LinkedIn and ZoomInfo to discover exciting companies and their people’s details in our niche, and the best candidates to network with.

Build projects
This is gathering all the information from the previous step. You’ll set up email campaigns with tailored messaging, as well as create bespoke video pitches.

Need our help?Fill in your details and let us know a little more about the role(s) you’re looking to fill. One of the team will then be in touch to discuss how we can help.