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As a Middle‑Market Account Executive at Preqin, you will own the full sales cycle and drive new subscription agreements across a defined East Coast territory. You will identify, develop, and close new business while building a strong pipeline. The role requires solid commercial judgment, understanding of financial markets and private capital trends, and the ability to distill complex data and workflows for investors, fund managers, and service providers.
Job Responsibility:
Lead the full sales cycle: targeted outreach, discovery, product positioning, demos, proposals, negotiation, and close
Build and manage a pipeline of new business opportunities—net‑new prospects and whitespace within existing accounts
Deliver clear, value‑focused demonstrations of Preqin’s private capital solutions and data offerings tailored to middle‑market clients
Execute territory plans through localized events, coordinated go‑to‑market activity, and lead‑generation efforts
Produce accurate proposals, maintain clean CRM documentation, and communicate deal progress with precision
Requirements:
1–3 years of quota‑carrying sales experience with closing responsibility (SaaS, financial services, or market data preferred)
Demonstrated ability to run a structured sales process and meet or exceed targets
Strong understanding of financial markets, private capital workflows, and industry trends
Clear, professional written and verbal communication skills with confidence engaging clients and internal stakeholders
Data‑driven, detail‑oriented approach to evaluating opportunities, managing pipeline, and preparing materials
Strong proficiency with Microsoft Excel, PowerPoint, Word, and Outlook