Senior Account Executive

Job Description

The Opportunity

My client is seeking an accomplished Senior Account Executive to convert qualified inbound conversations with privately held business owners into signed sell-side M&A advisory engagements. You will lead high-value advisory conversations, establish credibility quickly with founders and executives, and help strong-fit prospects determine whether a sale, recapitalization, or other liquidity event is the right next step.

This is a senior consultative closing role requiring strong commercial judgment, executive presence, and disciplined follow-through. You will own the relationship from the first advisory conversation through execution of the engagement letter, navigate complex questions and decision dynamics, and partner closely with senior bankers for a thoughtful transition into transaction execution.

What You Will Do

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• Take ownership of qualified inbound opportunities from introduction through close.
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• Lead high-value discovery conversations that uncover company background, owner goals, transaction timing, valuation expectations, and decision criteria.
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• Assess transaction readiness and fit based on the owner’s objectives, expectations, timing, and advisory needs.
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• Present the firm’s sell-side M&A process, capabilities, positioning, and differentiated value proposition in clear, credible language.
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• Build trusted relationships with founders, business owners, and C-suite executives navigating high-stakes decisions.
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• Navigate sophisticated questions and objections related to timing, fees, valuation, confidentiality, market conditions, and the advisory process.
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• Create momentum through decisive next steps, tailored follow-up, and consistent executive-level communication.
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• Advance qualified opportunities from discovery through proposal discussions and signed engagement letters.
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• Maintain accurate CRM notes, pipeline stages, forecasts, next steps, and conversion activity.
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• Coordinate a seamless transition to senior bankers once an engagement is secured, preserving context and client confidence.
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• Share practical feedback on lead quality, client sentiment, messaging, market conditions, and opportunities to improve conversion.
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What You Bring

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• Significant experience in consultative B2B sales, high-ticket sales, financial services, or professional advisory work.
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• Demonstrated success closing complex, high-value services or advisory engagements with sophisticated decision-makers.
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• Strong discovery, presentation, negotiation, relationship-building, and objection-handling skills.
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• Executive presence and the ability to communicate credibly with founders, business owners, and C-suite leaders.
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• Strong business acumen, sound judgment, and the ability to simplify a complex process without overselling it.
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• Disciplined follow-up habits, pipeline management, forecasting, organization, and accountability in a remote environment.
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• Comfort with performance targets and a 100% commission-only compensation model.
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• Experience in M&A, investment banking, private equity, business brokerage, financial services, consulting, or related professional services is preferred.
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• Full-time remote availability from 9:00 AM to 5:00 PM Central Time.
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Why Join

You will work with qualified inbound opportunities, engage directly with accomplished business owners at pivotal moments, collaborate closely with experienced M&A professionals, and have uncapped earning potential tied directly to the engagements you close.