Centari
Account Executive, Financial Services
$230K–$280K
NYC Office · On-site · Full-time · Posted Sep 29, 2026
- Experience
- 2–5 years in quota-carrying B2B software or data sales; the posting also accepts a background in fund finance, operations, or banking with a clear reason to move into sales.
About the job
Build pipeline and close new business with private-markets and financial-services firms, managing sales from outreach through signed engagement and helping develop the expansion playbook.
What you'll do
- Source opportunities through outbound prospecting, referrals, and industry events; represent Centari at conferences.
- Run full-cycle sales, including discovery, demos, business cases, pilots, pricing, security review, negotiation, and close.
- Maintain accurate CRM forecasts and partner with customer success to convert pilots into paid engagements.
What they ask for
- 2–5 years in quota-carrying B2B software or data sales, with a record of meeting quota.
- Experience selling to private equity, private credit, or other financial-services firms, or relevant fund finance, operations, or banking experience with a clear reason to move into sales.
- Strong prospecting ability, including securing first meetings with fund general counsel or operations leaders.
- Experience taking enterprise deals through procurement, including security reviews, MSA negotiation, and contract redlines.
Nice to have
- Hands-on experience with credit agreements or fund documents.
- Experience at an early-stage company.
Pay
$230K – $280K (base salary)
Tools
CRM
Model-written summary · the original posting is authoritative