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Account Executive, Existing Business – Financial Services

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Published
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2Application actions
23 Oct 2026Apply before
Opportunity details

About this role.

AI Summary

This Account Executive role owns expansion revenue within existing Financial Services customers, including hedge funds, asset managers, investment banks, and sell-side research teams. The position is a farming-focused enterprise sales role requiring account research, stakeholder prospecting, product demonstrations, trial management, forecasting, and closing. Success depends on credible financial-markets knowledge, consultative SaaS selling ability, and a consistent history of meeting revenue targets. The AE will work cross-functionally with marketing, product specialists, product management, content, and product marketing while traveling to clients as business needs require.

Role DNA

A quick view of the complexity, pace, ownership and collaboration implied by the job description.

Job Complexity

4/5
EasyHard

Pace & Pressure

4/5
RelaxedFast-paced

Autonomy Level

4/5
GuidedFull ownership

Communication Load

5/5
IndependentCollaborative
AI insightThe role combines complex enterprise expansion selling with a specialized financial-services buyer base and end-to-end ownership of pipeline and forecasting. It requires independently creating opportunities across existing accounts while explaining a sophisticated AI-driven research platform to senior stakeholders.

Salary analysis

Estimated compensation compared with the broader US market for similar roles.

Estimated job medianMarket rate
$127,000
US market range$100k–$165k
AI insightThe disclosed yearly base-compensation range is $99,000 to $155,000 USD, with a midpoint of $127,000. The stated range is broadly competitive for a US-based financial-services enterprise Account Executive; uncapped commission and equity are mentioned but are not quantified and are excluded from the salary figures.

Core skills

Skills and capabilities most closely associated with this opportunity.

Sample interview questions
How have you grown revenue within an existing enterprise account?

I begin with a structured account plan that maps current users, adjacent teams, executive sponsors, and unmet workflows. I use adoption data and customer conversations to identify high-value use cases, then build a multithreaded business case that connects the expansion to measurable client outcomes.

How would you position an AI-driven market-intelligence platform to a hedge fund or asset manager?

I would focus on the speed and confidence of investment research: reducing time spent finding trusted information, surfacing relevant insights across disparate content, and supporting a repeatable research process. I would tailor the demonstration to the team’s specific coverage, workflows, and decision-making priorities.

Describe your approach to forecasting an expansion pipeline accurately.

I qualify each opportunity against a clear process that includes business pain, stakeholder access, solution fit, evaluation plan, commercial path, and close date. I update the forecast based on verifiable customer commitments and document risks, next steps, and mitigation actions rather than relying on optimism.

What would you do if an existing client had low platform adoption but a potential need for more licenses?

I would first diagnose the adoption barrier through usage data and conversations with users and the account sponsor. Then I would coordinate training, workflow-specific enablement, and product-specialist support to demonstrate value before proposing an expansion tied to a validated use case.

How do you build credibility with senior financial-services buyers?

I prepare thoroughly on the firm, investment strategy, coverage areas, and relevant market themes, then ask focused questions about their research workflow and information gaps. I communicate concisely, avoid unsupported claims, and follow through reliably with relevant insights and a clear path to value.

This analysis is generated from the job description. Salary estimates, role characteristics and sample answers are guidance, not employer-provided facts.

About AlphaSense:

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content.

The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!

Reporting to: Sales Director

About The Role

We are looking for an entrepreneurial, driven, and accomplished Existing Business Sales professional to join our growing US team, focused on growing existing client relationships and selling to the Financial Services market. This is an opportunity to join a high-growth company and sell an award-winning product that is rapidly getting adopted across the market internationally, and this person will be able to make a significant contribution to the company’s growth and future success.

Who You Are

  • Experience selling to financial market place (buy side and sell side), preferably in a SaaS technology, financial information and/or research organization
  • Proven track record of achieving sales targets; we are building a team of top sales performers and a great winning culture, so looking for people who share the same experience and values and together we can continue on our explosive growth
  • Able to prospect and build a pipeline, from identifying the right opportunities to gaining access to the right levels of and across an organization; influencing and building advocacy to create the conditions for enterprise
  • Energetic and creative individual, possessing natural curiosity with the ability to learn quickly
  • Reputation for consistently delivering results and setting the example for work ethic, initiative, enthusiasm, and commitment
  • Strong ability to develop rapport with new people, and to maintain relationships, combined with a positive, outgoing personality
  • Outstanding oral, written and presentation skills
  • Able to distill and explain complex issues in simple terms
  • An expert communicator with the ability to comfortably communicate across all levels of an organization
  • Able to travel to clients monthly or quarterly based on business needs

What You’ll Do

  • Take responsibility for the end-end sales processes in your territory, targeting hedge funds, asset managers, investment bankers, and sell-side research departments.
  • This is a farming role focused on upselling existing client relationships, requiring you to research opportunities, initiate discussions, prospect new teams, conduct demos, manage product trials, and close sales.
  • Forecast accurately and develop the necessary pipeline to meet and exceed goals
  • Partner closely with our marketing team to expand brand awareness
  • Work closely with our Product Specialist team during trials to ensure client engagement
  • Gather and pass on information on market and client product needs to sales, product management, content, and product marketing to help us continually enhance our products

For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below.

We offer a competitive benefits program, a generous commission plan with uncapped earning potential as well as equity.

Base Compensation Range

$99,000—$155,000 USD

AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.

In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.

Recruiting Scams and Fraud

We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note:

  • AlphaSense never asks candidates to pay for job applications, equipment, or training.
  • All official communications will come from an @alpha-sense.com email address.
  • If you’re unsure about a job posting or recruiter, verify it on our Careers page.

If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.

Apply now >

This job listing has been manually reviewed by the Jobicy Trust & Safety Team for compliance with our posting guidelines, including verification of the company's legitimacy, accuracy of job details, clarity of remote work policy, and absence of misleading or fraudulent content.

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