Senior Account Executive

San Francisco, New York City, Remote

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Sentieo Inc.
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Posted 1 week ago

Sentieo is powering the future of financial and corporate research in a $30B market. Our vision is to create a world where competitive organizations have the insights they need to win. Built by former hedge fund analysts, we empower competitive investors and corporations to rapidly discover insights so they can make smarter investments and execute winning strategies. Supporting a global customer base of over 900 clients, we are excited to propel Sentieo into the next phase of our company’s global growth - from advanced, unprecedented product development to accelerated team scaling and expansion. Join our team as we reimagine the future of fintech.
The Senior Account Executive is one of our most valued roles. Your impact on the Sales team directly enhances the finance professional’s workflow, by educating prospective clients on the powerful value and benefits Sentieo will have for their investing and financial analysis efforts. As a Senior Account Executive, you will be engaging with our largest prospective clients. You will be navigating the sales cycle by honing in on a prospective client’s goals, needs, and issues to provide a tailored solution with Sentieo. With your contribution to our Sales team, Sentieo will continue to grow as the leading research tool for finance professionals. This role is open for employment either at our San Francisco office, New York City office, or remote.


  • Create, implement & execute an account plan to aggressively drive direct Sentieo sales efforts and revenue results
  • Meet and exceed all Sentieo revenue goals and targets on a monthly, quarterly, annual basis
  • Develop lasting account relationships with prospects and maximize upselling opportunities
  • Lead all aspects of the sales efforts - from initial qualification of a prospect through the execution of contracts and handoff to Customer Success
  • Perform needs assessments with prospects and existing customers to determine how Sentieo can offer the best solutions that improve analyst workflow & research management
  • Deliver compelling sales presentations and product demonstrations that highlight Sentieo’s competitive advantages and superior ROI for prospects/clients
  • Develop needs-based solution proposals and resolve any post-proposal challenges with proof-of-concept (structured evaluations) and initial on-boarding of new clients
  • Identify, organize and focus Sentieo internal resources (pre-sales and post-sales) that are required to effect closure of new sales opportunities
  • Stay abreast of industry news, competition and ecosystem trends - thus, being the resident expert for the customer segment
  • Work with Customer Success Organization to exceed customer expectations and contribute to a high level of customer satisfaction
  • Maintain a high level of pipeline and CRM discipline and accurate customer and prospect interaction data


  • 3+ years closing experience with a technical SaaS B2B product
  • Demonstrated & quantifiable history of meeting and exceeding annual sales objectives with average deal size of 15k-75k+ ARR
  • Proven track record of managing Enterprise deals from inception to close
  • Daily use of or similar CRM
  • Face-to-face presentations to executive level decision makers: CIO/CTO, Managing Director or VP Level
  • Ability to travel 20-30% as required


  • Financial technology or financial services experiences
  • Interest in finance and/or investing


  • Rewarding environment - Join a collaborative and intelligent team that is committed to achieving our mission
  • Comprehensive compensation and equity package
  • Full suite of health benefits coverage for employees and their families (medical, dental, vision)
  • 401(k) Plan, HSA/FSA programs, HealthAdvocate, OneMedical, and commuter benefits program
  • $250 towards career development opportunities to help you excel in your career path
  • Unlimited PTO to sustain energy and creativity
  • Maternity and paternity leave for new parents
  • Opportunity for career development and vertical movements within the company
Our company values diversity and believes diverse teams make innovation possible. We work on complex, difficult problems with no linear or clear solutions. We believe that a diverse team can bring different perspectives and approaches, and whose experiences reflect the full set of clients we seek to serve. As such, Sentieo is committed to a diverse representation among our employees.
Job tags: B2B CRM Customer success Excel Financial services Fintech Proof-of-concept Research SaaS Salesforce