Account Executive - Banking / Hedge Funds
At a glance
Mid-level Account Executive role at Kpler. New York.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Build entirely new pipeline across North American investment banks, hedge funds, and other financial institutions
- Find opportunities through account research, outbound campaigns, and conversations with institutional buying groups
- Lead prospects from first contact through discovery, demonstrations, negotiation, and new-account close
- Reach portfolio managers, quantitative analysts, commodities traders, and risk officers within target accounts
- Keep CRM forecasts current while tracking stages, close timing, next actions, and quarterly bookings progress
What you bring
- At least six to eight years of full-cycle new-business selling in SaaS, financial data, research analytics, or alternative data
- A history of sourcing most of your own pipeline as an outbound seller tied to new-revenue goals
- Experience selling directly to investment banks, hedge funds, asset managers, or trading desks
- Consultative sales experience navigating trading, research, risk, and data science stakeholders
Who this fits
This role suits a mid-level account executive who prefers hunting for new business and selling into complex financial organizations. You’ll work across North American institutions from a hybrid New York setup. The job includes industry events and close coordination with Product, Sales Engineering, Market Analysts, and Customer Success.
From the employer
About the Role
As an Account Executive dedicated to New Business across Banking & Hedge Funds, you will be a vital catalyst in expanding Kpler’s market footprint across North America's premier financial institutions. In this newly created hunting role, you will map unexplored territories and build direct relationships with commodities trading desks, macro funds, and quantitative research teams. By connecting sophisticated market participants with our proprietary trade intelligence and analytics, you directly enable financial leaders to uncover actionable market signals and optimize strategic decisions.
Key Responsibilities
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Drive 100% net-new pipeline generation by developing and executing a targeted territory plan across tier-one investment banks, hedge funds, and financial institutions in North America.
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Self-source high-value opportunities through rigorous outbound account mapping, targeted campaigns, and direct engagement with key decision-makers across institutional buying committees.
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Orchestrate the full sales cycle from initial outreach, discovery, and product demonstrations through to commercial negotiation and closing net-new accounts.
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Multi-thread target accounts by engaging portfolio managers, quantitative analysts, commodities traders, and risk officers to tailor product solutions to their workflows.
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Represent Kpler in-market at major industry events and conferences, establishing a strong personal network across the North American banking and hedge fund community.
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Partner cross-functionally with Product, Sales Engineering, Market Analysts, and Customer Success to refine win themes, align messaging, and ensure seamless client onboarding.
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Maintain CRM forecasting discipline, tracking pipeline stages, close dates, and next steps to consistently hit or exceed quarterly net-new bookings targets.
Experience & Background
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6–8+ years of full-cycle, new-business sales experience within SaaS, financial market data, research analytics, or alternative data platforms.
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A proven track record as an outbound hunter, consistently self-sourcing a majority of your pipeline to achieve net-new revenue targets.
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Direct experience selling into investment banks, hedge funds, asset managers, or trading desks.
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Strong consultative selling ability with demonstrated success multi-threading across complex organizations (e.g., trading, research, risk, and data science teams).
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Pre-existing relationships with trading desks, research teams, or quantitative data science teams across North American financial institutions.
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Familiarity with commodity markets, trade-flow analytics, AIS/maritime tracking, or freight and storage data.
What you'll need (Must-haves)
Nice-to-haves
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