Account Executive

Concertiv is a procurement services firm for middle-market financial and professional services companies. We help some of the world’s most sophisticated firms — think leading private equity firms, boutique investment banks, multi-strategy hedge funds, and AmLaw 100 law firms — get more out of their biggest, messiest vendor relationships so they can focus on the work that moves the needle. Across travel, market data, and technology, our team delivers an average of 3x return on what clients spend with us.

We’re looking for an Account Executive to join as a senior individual contributor and win new business across our full suite of procurement and managed services solutions.

This is a role for someone who can create demand and close new logos while speaking the language of financial services CFOs and the operators who help them make complex vendor decisions. These are complex, multi-stakeholder deals with smart, demanding clients who expect rigor, credibility, and a clear business case. Selling to them is a craft, and you’ll get to practice it every day.

This is a full-time, 50+ hours/week, in-person role based in our New York City office. We’re looking for someone energized by high standards, intellectual curiosity, and working shoulder-to-shoulder with a team that moves quickly. If that sounds like the environment where you do your best work, we’d love to talk.

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.

Build and manage a robust pipeline of opportunities across private equity, investment banking, hedge funds, consulting firms, 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 at large and sophisticated firms, 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 Implementation 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.

Contribute to the development of sales playbooks, pitch materials, and case studies that elevate the broader sales organization.

Mentor and support junior team members, sharing best practices on enterprise selling, financial services client engagement, and pipeline management.

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.

Accelerators: Uncapped commission with 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.

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