Account Executive

Who we areLiminal is a global market intelligence and strategic advisory firm specializing in digital identity, financial crime and compliance, and IT security technology solutions across industries while also catering to the private equity and venture capital community. Founded in 2016, Liminal offers strategic and analytical services supporting executive decision-making at all product and business lifecycle stages. We advise some of the world’s most prominent business leaders, investors, and policymakers on building, acquiring, and investing in the next generation of solutions and technologies. We provide access to proprietary data and analysis, strategic frameworks, and integrated insights on the industry’s only market intelligence platform. 
Every major company in the world has started focusing on the next generation of digital identity technologies as a necessity for continued growth and security. Our team works with a myriad of organizations, from Fortune 100s to startups, across industries including financial services, technology, telecommunications, and the P2P economy. At Liminal, we help businesses build solutions, execute strategies, invest intelligently, and connect with key decision-makers. We know that it’s in the sharing of discovery and insights that groundwork is laid, problems are solved, and entire sectors advance at the speed of light. Keeping information to ourselves delays progress for all. At Liminal, we don't just respond to the market; we define it.
As an Account Executive - Research at Liminal, you will play a key role in guiding qualified prospects into becoming long-term research clients. Working closely with a Business Development Representative (BDR), you will manage the sales process from initial contact through to closing, while also engaging in essential pre-sales tasks such as client briefings, needs assessments, and tailored demonstrations of our research capabilities. This role demands a proactive, client-focused approach and a deep understanding of how Liminal’s research insights can address complex challenges in digital identity, cybersecurity, and financial compliance.

Client Engagement and Sales Management

• Sales Targets: Achieve sales targets for our research business by identifying, qualifying, and closing new clients, ensuring growth within the designated territory or vertical.
• Sales Cycle Ownership: Own and guide the full sales cycle, from initial contact through to signed contract, ensuring a client-centered approach and delivering consistent follow-through at each stage.
• Client Briefings & Discovery Calls: Conduct detailed client briefings and discovery calls to understand the unique needs of each client, ensuring a tailored approach to sales presentations and proposals.
• Presentations and Demos: Lead impactful product demonstrations and presentations that showcase the value of Liminal’s research offerings, effectively addressing client needs and pain points.
• Account Strategy: Collaborate with the BDR to identify new business opportunities, engage with target accounts, and build strategic sales plans that align with both client goals and Liminal’s offerings.

CRM and Reporting

• Sales Data Maintenance: Maintain accurate and up-to-date records in our CRM (HubSpot), capturing all client interactions, including discovery calls, demos, and sales progress throughout the pipeline.
• Forecasting and Pipeline Management: Regularly forecast personal sales activity, track progress toward revenue goals, and provide updates and insights on sales pipeline during team meetings.

Cross-functional Collaboration

• Market Insights and Client Needs: Share client feedback and industry insights with internal teams, helping shape our research offerings.
• Team Collaboration: Work closely with the BDR, marketing, and research teams to align on strategy and identify growth opportunities.

Qualifications

• Education: Bachelor’s degree in Business, Marketing, Communications, or related field, or equivalent experience.
• Sales Experience: 3+ years in a sales or account executive role, with a proven record of meeting/exceeding a $500K+ quota, preferably in research or advisory services.
• Industry Knowledge: Familiarity with digital identity, cybersecurity, or fintech is highly preferred.
• Communication Skills: Excellent written and verbal communication and presentation skills.
• CRM Proficiency: Strong proficiency with CRM tools like HubSpot.
• Adaptability: Ability to thrive in a fast-paced environment and adapt to changing client needs and market demands.

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