Account Executive

Build the sales engine. Sell to the smartest buyers in financial services. Report directly to the CEO. This is not a seat on a sales floor. You are Concertiv's sales team. The lead AE building our new business motion, owning the playbook, the pipeline, and the logos that define our next chapter. The growth of this business will track to your work, and you'll have a direct line to the CEO to make it happen. --- Overview Selling into top private equity shops, boutique investment banks, multi-strategy hedge funds, and AmLaw 100 firms is difficult. On the other side of the table sits a buyer who is sharp, skeptical, allergic to fluff, and reluctant to spend a dollar. Vendors and service providers get one shot to make a credible case before being filtered out. Concertiv has built a sales motion around earning that shot, and earning it again. At Concertiv, we work with C‑suite stakeholders at these firms every day, and we live off our ability to deliver value to, and speak the language of, the CFOs and COOs who run them. We help our clients get more out of three of their top operating expenses: travel, market data, and technology. Each one demands essential but non‑core work to manage well, and most of our clients don't have a dedicated team for these categories, or the scale to build real vendor leverage. We take that work off the CFO's plate, and we deliver an average 3x return on what they spend with us. We're hiring an Account Executive to own new logo acquisition end to end. Most AE roles hand you a playbook, a territory, and a quota. This one hands you a market and asks you to figure out how to break into accounts that other vendors can't get a meeting with. You'll report directly to the CEO, sell to some of the most sophisticated buyers in the world, and build a book of business you can point to and say, "I built that." The reps who do well here are relentless but precise — they treat the work as a craft, and they win on their ability to communicate value to a CFO. This is a full‑time, in‑person role based in our New York City office. 50+ hours a week, small team, high standards. If you're looking for the kind of sales seat most reps don't get until they're a decade into their career, this is it. Your Team & Resources You won't be selling in a vacuum. Concertiv is backed by Long Arc Capital, and you'll have regular access to Long Arc's Investment and Operations team — experienced PE operators who can serve as coaches, sounding boards, and warm introductions as you build your book. You'll also have access to a deep network of funds and banks across Long Arc's broader ecosystem, which becomes a real sales asset: warm intros, peer references, and benchmarking data that competitors can't match. Internally, you'll work alongside our marketing, client success, and business‑line teams, who will support your deals from first touch through post‑sale handoff. You'll also have direct access to senior leadership, including our CEO, for executive sponsorship on strategic accounts. Responsibilities Own the full enterprise sales cycle for new logo acquisition — from targeted outbound prospecting and executive relationship development through proposal, negotiation, and contract execution. Carry an annual new logo ARR quota of $750,000. Build and manage a pipeline across private equity, investment banking, hedge funds, and law firms in the US. Generate pipeline through strategic outbound prospecting, C‑suite network activation, referrals, partnership channels, and industry event engagement. Serve as a trusted advisor to CFOs, COOs, Managing Directors, and senior finance and operations leaders on procurement strategy, vendor economics, and cost optimization. Lead complex, multi‑stakeholder sales processes, navigating procurement committees, legal review, and executive approval cycles. Develop and deliver tailored solution proposals encompassing Concertiv's full suite — travel, market data, technology procurement, and managed services — with clear ROI modeling and peer benchmarking. Negotiate commercial terms, pricing structures, and contract language in coordination with leadership and legal counsel. Consult prospects on vendor management best practices, leveraging Concertiv's market data and benchmarking capabilities to build compelling business cases. Partner closely with client success and business‑line teams to ensure seamless handoffs and strong post‑sale outcomes that drive referrals. Provide market intelligence and prospect feedback to inform product positioning, pricing strategy, and ideal customer profile development. Develop the sales playbooks, pitch materials, and case studies that will scale as the team grows. Maintain disciplined CRM hygiene in Salesforce — deal stages, close dates, stakeholder mapping, and activity logs current at all times. Deliver accurate weekly and monthly pipeline forecasts to sales leadership. Consistently meet and exceed annual quota and revenue targets. Other duties as assigned. Experience Required At least 1 year in a quota‑carrying enterprise or complex solution selling role. Demonstrated, consistent track record of exceeding quota — with documented performance against targets in prior roles. Direct experience selling to professional services firms — private equity, investment banking, hedge funds, consulting firms, or law firms required. Proven ability to lead complex, multi‑stakeholder enterprise sales processes from prospecting through close. Executive presence and credibility — ability to engage and influence C‑suite and MD‑level buyers on strategic and financial topics. Experience with Salesforce for pipeline management, forecasting, and territory planning. Strong consultative selling skills: business case development, ROI modeling, procurement economics, negotiation, and closing. Excellent written and verbal communication skills with a high standard for proposal and presentation quality. Preferred Experience selling procurement, managed services, travel management, market data, or vendor management solutions. Deep familiarity with the operational and procurement needs of financial services or professional services firms — understanding of fund structures, investment bank workflows, or law firm economics is a strong differentiator. Experience building or contributing to go‑to‑market strategy, sales process development, or sales enablement in a scaling organization. Familiarity with enterprise sales tools beyond Salesforce, e.g., Outreach, LinkedIn Sales Navigator, Gong, Clari. Bachelor's degree or equivalent combination of education and work experience. Travel Requirements Up to 25% travel may be required for this position. Compensation In compliance with the New York State Pay Transparency Law and NYC Local Law 32, the compensation range below reflects the good faith base salary range Concertiv expects to pay for this role. Actual compensation within this range will be based on experience, skills, and qualifications. Total compensation includes base salary plus variable compensation. Base salary range: $115,000 – $135,000; On‑target earnings: approximately $231,000 – $251,000, inclusive of on‑target commission and a discretionary quarterly bonus. Commission structure includes accelerators above quota. Details provided during the interview process. Medical, dental, vision, HSA with a $75 monthly employer contribution, FSA, EAP, unlimited PTO, 401(k) with company match, and paid parental leave. STD, LTD, Life and AD&D are 100% employer paid. Concertiv is an equal opportunity employer. We are committed to a workplace free from discrimination and harassment. All employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law, including the New York State Human Rights Law and the New York City Human Rights Law. #J-18808-Ljbffr Concertiv