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Account Executive - Financial Services

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Location: Remote
Compensation: Salary
Reviewed: Mon, Nov 09, 2026
This job expires in: 30 days

Job Summary

To support a growing M&A sales team, the full-time remote Account Executive - Financial Services will identify and cultivate acquisition opportunities, engage with business leaders in substantive discussions, and manage client relationships through the business development process.

Key responsibilities
  • Identify and cultivate potential acquisition and investment opportunities
  • Engage business owners and senior executives in substantive business conversations
  • Manage prospecting activities and client communications through Salesforce CRM
Required qualifications
  • Bachelor's degree in business, finance, economics, marketing, or a related field
  • Proven experience in B2B sales, business development, or account management
  • Demonstrated success in consultative selling and outbound prospecting
  • Strong communication skills with the ability to engage C-suite executives
  • Excellent organizational skills with experience managing sales pipelines

Complete Job Description

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