JOB DETAILS
The role
- You’ll be stepping into an Account Executive role focused on the banking vertical, owning a defined book of accounts across investment banks, advisory firms and related transaction-heavy customers.
- You’ll be selling a platform that helps deal teams move quickly and securely when they’re managing M&A, capital raises, IPOs and other time-sensitive transactions.
In practice, that means:
- Managing a live pipeline of 30–40 opportunities at any given time
- Building relationships with bankers, deal originators, advisory partners and transaction teams
- Owning a mix of expansion, renewal-led revenue and new whitespace opportunities
- Closing high-frequency transactional deals, typically around $10k–$20k
- Identifying opportunities to move larger customers into multi-year agreements
- Running discovery and product demos without needing heavy SE support
- Working closely with CSM, ABM and leadership in a pod-style GTM model
- Staying close to your accounts through coffees, events, regular check-ins and genuine relationship-building
- Expanding into new teams, business units and underserved areas within the market
- This is a role for someone who likes being close to the customer, close to the market and close to the deal.
What success looks like
- By 30 days: You understand the product, the banking vertical, the key accounts and how transactions flow through the platform.
- By 60 days: You’re managing live opportunities, running your own discovery, building account plans and starting to create momentum across your territory.
- By 90 days: You’re confidently owning your pipeline, progressing multiple deals at once and building the relationship rhythm needed to win in a high-frequency market.
Who we’re looking for
- You’ve likely spent time in a SaaS, fintech, financial services or B2B sales environment where you regularly manage 20+ opportunities in a sales process at any given time.
- You don’t need to come directly from virtual data rooms, but you do need to be comfortable selling into commercially sharp stakeholders who value speed, trust and credibility.
- The best fit is someone who is a can create a deal from nothing, uses a relationship-led sales approach once the prospect is in process, commercially curious and resilient under pressure.
- Someone who can build trust quickly, ask strong questions and manage a lot of moving parts without dropping the ball.
You should apply if you:
- Have 2+ years proven success in a BDM or Account Executive or high-performing B2B sales role
- Are comfortable managing a high-volume pipeline
- Enjoy relationship-led selling, not just transactional closing
- Can sell to senior commercial stakeholders with confidence
- Have strong discovery skills and can uncover real business drivers quickly
- Are comfortable running product demos and commercial conversations
- Like working in fast-moving environments where deals can move in weeks, not months
- Are coachable, curious and commercially sharp
- Want exposure to banking, M&A, corporate advisory and professional services customers
Nice to have
- Experience selling into banks, professional services, legal, corporate advisory, PE, VC or transaction-heavy customers
- SaaS, fintech, AI, data, workflow or platform sales experience
- Exposure to multi-year subscription deals
- A background managing both expansion and net-new opportunities
What’s in it for you?
- Circa $200,000 OTE
- Base salary around $110,000–$120,000 + commission
- Guaranteed ramp arrangements for new hires
- Sydney-based hybrid working
- A high-performing sales team with strong quota attainment
- A leadership team that is down-to-earth, growth-minded and open to ideas
- A product with genuine market pull and strong brand recognition
- Short sales cycles, high deal flow and clear earning opportunity
- The chance to work at the centre of M&A, capital markets and corporate transaction activity
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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