The Company
Capital Markets Gateway LLC (CMG) is a capital markets-focused fintech transforming global equity capital markets (ECM) through data, technology, and connectivity. As the preferred source for ECM analytics and the first network connecting the buy-side and sell-side for ECM workflows, we are committed to reshaping how capital markets operate. Founded in 2017 by a team of ECM practitioners, CMG has completed three successful fundraising rounds and is backed by a group of the world’s most prestigious financial institutions. The CMG platform is currently relied upon by 25 global investment banks and 135 asset managers representing $40 trillion in AUM. For more information, please visit www.cmgx.io.
The Role
CMG is seeking a Buy-Side Account Executive to join a rapidly growing commercial team. Account Executives are responsible for hitting quota by both selling into a new business territory as well as retaining and growing a book of existing clients.
The successful Account Executive develops close partnerships with their clients and prospects and is an expert on the CMG platform with a unique focus on the equity capital markets. The Account Executive ensures successful platform adoption, constantly drives the value proposition of the service, proactively seeks growth opportunities, consistently prospects for new business, strives to limit churn, and maximizes renewal uplifts. Account Executives are expected to be excellent collaborators, partnering with Customer Success, Product Management, and Engineering functions.
As a leading FinTech looking to deliver innovation to the equity capital markets, CMG is transforming one of the hottest areas of Wall Street. With customer satisfaction as the pinnacle of our core values, exceptional customer support and account management are paramount to the success of both our customers and CMG.
Responsibilities
Actively retain and grow a portfolio of assigned clients to meet and surpass quarterly and annual quotas
Hit a new business quota based on a set territory of prospects
Drive customer engagement to establish champion users across a book of clients
Identify customer expansion opportunities & churn risks
Prospect daily for new business
Meet with clients quarterly to define client expectations and ensure CMG is providing value to their ECM process
Become a trusted member of the ECM community
Develop in-depth understanding of the clients buying process and an intimate knowledge of the key players involved and approval process
Record all calls, meetings, and emails in CMG’s CRM system
Accurately forecast upcoming renewals and growth opportunities monthly
Collaborate with the CMG Customer Success team to provide top-notch customer success
Ensure renewals come in on time and consistently with growth
Provide product feedback, sentiment, and trends in the industry to internal teams
Partner with Marketing to develop and deliver collateral to support growth and adoption initiatives
Qualifications
At least 5+ years of prior account management or sales experience, preferably within FinTech or SaaS
Experience with data analytics & collaboration tools, including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms
Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (Head Trader, IT/Ops Leads, Sales Traders, etc.)
Capital Markets experience with Investment Bank and/or Investment Management is a strong advantage
Previously managed the renewal process for the assigned portfolio of accounts to hit quota
B.S. or B.A. in Business Management, Finance, Economics, or similar study
You have an entrepreneurial mindset and a ‘can-do’ attitude
Our Values
What We Offer
Comprehensive benefits program (Medical, Dental & Vision)
Equity
401k company match
Flexible Spending & Health Savings Account
Unlimited PTO
Hybrid work environment
Education reimbursement
Continuous learning opportunities
Life insurance
Employee referral bonus
Parental leave
