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Account Executive - Capital Markets

Account Executive — Capital MarketsBase: $125,000 - $150,000  |  OTE: $250,000 - $300,000+ (Uncapped)  |  Equity Included  |  2 OpeningsLocation: Hybrid — New York, NY  |  Remote considered for exceptional performers

ABOUT FISCAL.AI

Fiscal.ai is a leading research and data platform built for capital markets professionals. Combining a high-performance research Terminal with a modern, near-real-time fundamentals API and MCP server, Fiscal.ai is redefining financial data infrastructure for the AI era. Headquartered in Toronto and backed by $13M in venture capital, the company serves thousands of institutional and professional clients and reaches millions of end-users through its API ecosystem.

THE ROLE

This is a full-cycle, hunter-oriented Account Executive role for a professional who understands capital markets — not just software sales. You will own your pipeline from initial outreach through close, lead your own technical demonstrations, and build lasting relationships across buy-side institutions, retail brokerages, and financial technology platforms.

We are not looking for order-takers. We are looking for someone who wakes up curious about the market, understands why a portfolio manager cares about KPI coverage depth, and can credibly position Fiscal.ai’s data infrastructure against data incumbents.

KEY RESPONSIBILITIES

Pipeline Development

  • Build and execute self-sourced, multi-channel outbound campaigns (email, phone, LinkedIn) to ensure consistent pipeline coverage against assigned quota. Inbound leads and marketing-qualified introductions will be provided, but this role demands a genuine hunter who does not wait to be fed.

Technical Product Ownership

  • Lead your own product demonstrations end-to-end — no SE required. You will be expected to articulate the architecture of our fundamentals API, explain data normalization and coverage depth, and confidently handle technical questions from quants, data engineers, and investment professionals.

Relationship & Market Development

  • Represent Fiscal.ai at industry conferences and market events, converting introductions into qualified enterprise opportunities. Build and maintain strategic relationships across target segments including asset managers, hedge funds, online brokerages, and fintech platforms.

CRM & Forecast Discipline

  • Maintain meticulous records in HubSpot/Salesforce to support accurate forecasting and full pipeline transparency. In a fast-moving environment, data integrity is not optional.

About Cal

Cal.com is an open-source scheduling platform offering customizable solutions for individuals, businesses, and developers, enabling efficient meeting coordination and integration with various platforms.
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