Small, Medium and Growth Business - Account Executive - Denver
Salesforce · Sales & marketing tech
Based in Denver, CO (posting doesn't say if remote)
AE$55k–$104k baseLarge company149 insiders to talk to
Still open · posted today
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Account Executive
talentpluto · Sales & marketing tech
On-site in New York, NY; must live near New York, NY (in-person at the New York office)
Account Executive
Opens the job on talentpluto's own careers site. Some companies ask you to create an account or click through another page first.
At a glance
What you'd actually do: Sell an AI add-in for Microsoft Office to investment banks, private equity and finance teams, running deals from prospecting through close.
Pay
Not listed
Only 'competitive salary' stated
Where you work
On-site in New York, NY; must live near New York, NY (in-person at the New York office)
Selling to
enterprise marketing teams
How you'd sell
Inbound + outbound
Experience asked
Not specified
Your game plan for this job
0 of 5 doneMost people just hit Apply. Do these first and you show up with someone on the inside.
- 1Pick 2–3 people at talentplutoWe haven't found reps here yet. Search LinkedIn for "sales development talentpluto".
- 2Send a short, curious noteAsk about their experience, not for a referral. We write it for you, with the role and what talentpluto sells.
- 3Have a 15-minute chatGood questions for this role:
- What was your path from SDR to where you are now?
- How did you land the job? What stood out in your interviews?
- How is the team doing on quota? What separates the people who hit it?
- How long do SDRs usually stay before moving up to AE?
- 4Apply, ideally with a referralIf the chat went well, ask if they'd refer you or point you to the hiring manager. Then apply and let them know so they can flag it.
- 5Prep for the role playSDR interviews almost always end in a mock cold call. Practice with the talentpluto cheat sheet and the role-play guide.
Talk to someone at talentpluto before you apply
A friendly message to a current rep is the best way to stand out. Ask about their experience, not for a referral.
Full job description
Location:
New York, NY
Work Model:
In-office
Industry:
AI / Financial Services Software
Compensation:
Competitive salary
About the Company
Our partner is a fast-growing AI company building an AI product that works across Microsoft Office for finance teams. More than 50 firms are already live on the platform, and the company is expanding its go-to-market team in New York to meet demand from investment banks, private equity firms, and other finance organizations. The team is small, in person, and moving quickly.
The Opportunity
As an Account Executive, you will bring an AI product into the daily workflows of finance professionals, running deals from first conversation through close. You will sell to sophisticated buyers who live in Excel, PowerPoint, and Word, and who expect a seller who understands how their work actually gets done.
This is an early sales seat with real ownership, working closely with the founding team in the New York office and helping shape how the company goes to market as it scales.
Responsibilities
- Own the full sales cycle, from prospecting and discovery through negotiation and close
- Build pipeline across finance firms through outbound and inbound demand
- Run product demos and consultative conversations with finance professionals and their leadership
- Partner with the founding team on messaging, pricing, and go-to-market strategy
- Feed customer insight back to product and engineering
- Help build the repeatable sales process as the team grows
Requirements
- Experience in a closing sales role, ideally selling software to sophisticated buyers
- Background in finance, such as investment banking or private equity, or experience selling into finance teams, is a strong plus
- Comfort speaking credibly about financial workflows and how AI fits into them
- High ownership and drive, suited to an early-stage, fast-moving environment
- Able to work in person from the New York office
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