Senior Associate Account Executive, New Business - Financial Services
- Remote, United States
- Senior
- Posted 5 weeks ago
or apply from Claude / ChatGPT / Muse
Hunt new logos in financial services for an AI research platform, selling to hedge funds, asset managers, and investment banks. US remote team.
About the role
New business role on a growing US sales team, focused on cold outreach and building pipeline. You will run demos, manage trials, and close six or seven figure deals.
At a glance
- Pay
- Not stated in the posting
- Remote scope
- Remote, United States
- Seniority
- Senior
- Skills
- B2B SaaS, Sales, Financial Services
- Posted
- 30 Sep 2026
- Last checked
- 3 Nov 2026
What you will do
- Own the full sales cycle for new clients in your territory, targeting hedge funds, asset managers, and sell-side research.
- Cold call, prospect, research opportunities, run demos, manage trials, and close sales.
- Forecast accurately and build pipeline to meet or exceed goals.
- Work with marketing and product specialists to drive adoption.
What they look for
- 3+ years B2B SaaS sales experience with a financial services network (buy side and sell side).
- Proven track record of exceeding sales targets.
- Able to cold call and prospect across a territory, building advocacy for enterprise sales.
- Experience hitting six or seven figure annual revenue targets.
- Willing to travel for prospect meetings.
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
- 1Upload your CVAdd your CV once. It takes about a minute.
- 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
- 3The form fills itselfName, email, experience and screening questions, field by field.
- 4Application sentYou get a receipt and follow it in your dashboard.
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Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job ljgehdlpquQuestions about this job
Is this a remote job, and where can I work from?
The posting lists it as remote for people in the United States.
What does this job pay?
No pay range is stated in the posting.
What experience is needed?
It is a senior role. The posting asks for: 3+ years B2B SaaS sales experience with a financial services network (buy side and sell side); proven track record of exceeding sales targets; able to cold call and prospect across a territory, building advocacy for enterprise sales. Skills it names include B2B SaaS, Sales, Financial Services.
How do I apply with Keywordise AI?
Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.
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