Account Executive, Go-to-Market

We operate a pioneering digital transaction platform that radically improves the speed, confidentiality, and success by which small businesses hire M&A advisors, engage with potential acquirers, and achieve successful exits.

In 2025 alone, our platform facilitated over 1,000,000 platform connections, 75,000+ signed NDAs, and hundreds of millions of dollars in successfully closed transactions in the lower middle market.

• Support Team Growth: Join the Go-to-Market (GTM) team, our sales and account management organization focused on winning new business and growing relationships across both the "sell-side" (advisors, brokers, owners) and "buy-side" (private equity, family offices, search funds).
• Proactive Engagement: Execute key tasks to support growth across members by proactively engaging with prospects and existing customers via phone and email.
• Account Management: Manage critical processes, ensure our internal systems remain accurate, and handle proactive outreach to members whose platform usage is waning.
• Build Trust: Earn members' trust and ensure positive outcomes to bolster our reputation for excellence in every interaction.

• →Strategic Alignment: Understand unique member investment goals and go-to-market strategies to ensure they are effectively set up to see success on the platform.
• →Engagement KPIs: Drive key performance indicators around member engagement with the product through consistent phone and email interaction.
• →Operational Execution: Deliver on core account management tasks, including:
  • →Proactive prospect and member outreach to drive improved platform usage.
  • →20+ connected calls a week, promptly responding to inbound requests, and launching email campaigns.
  • →Salesforce admin processing, including contract processing and verification.
  • →Managing help requests via phone and email.
• →Product Advocacy: Report common product and service feedback to the appropriate internal teams to drive platform evolution.
• →Internal Collaboration: Attend and participate in regular internal meetings and contribute to internal projects and initiatives as they arise.

• Experience: 3 to 10 years of professional experience, with credible and demonstrated experience in a quota-carrying role within B2B sales, account management, or customer success.
• Industry Knowledge: Prior exposure and GTM experience in or around investment banking, private equity, or financial services in the North American market is a strong plus.
• Communication: Candidates must communicate in English with fluency, confidence, and clarity. While fluency levels may vary, 100% of what the candidate says must be clearly understandable.
• Performance History: Referenceable history of achieving increasing levels of excellence in personal or professional settings.
• Core Skills: Highly responsive, organized, tech-savvy, detail-oriented, eager to learn, and flexible.
• Attitude: Positive and professional work attitude with a strong commitment to taking ownership, communicating deliberately, and consistently delivering high-quality work.
• Logistics: Must have a fully reliable, high-speed internet connection for remote work and availability to travel to New York 3–4 times a year for company-wide in-office work weeks.