Job Description
Associate Account Executive– Financial Services Sales
CENTRL is a growing Silicon Valley technology AI company for Automating Diligence & DDQ/RFP Response for Investment Managers, Banks, Service Providers, and Corporates, with regional offices in New York, India, the United Kingdom. Our clients include some of the largest banks, investment management firms and corporates across the Americas, Europe, and APAC. CENTRL is led by a highly experienced management team with a proven track record and is backed by some of the leading investors such as Providence Strategy Growth and Susquehanna Growth.
We are seeking an Associate Account Executive who will own a defined sub-vertical within Financial Services and act as the primary point of contact for prospects in that segment. While this is a junior role, the position carries real ownership and accountability, with direct support, coaching, and deal involvement from senior sales leadership.
This role is ideal for someone who wants responsibility early in their career and is motivated to grow into a senior, full-cycle Account Executive.
( Position is remote, east-coast based preferred)
Responsibilities Include:
- Own and manage a defined Financial Services sub-vertical, acting as the anchor Account Executive for that segment
- Drive the full sales cycle for opportunities within the assigned vertical, from initial discovery through close, with support from senior leadership as needed
- Conduct discovery calls to understand prospect workflows, pain points, and buying criteria
- Lead product demonstrations and workflow walkthroughs tailored to customer use cases
- Build and maintain a healthy pipeline through a combination of inbound leads and outbound prospecting
- Develop strong relationships with key stakeholders across IR, Compliance, Risk, Operations, and Legal teams
- Collaborate closely with senior AEs and leadership on deal strategy, pricing, and negotiation
- Partner with Marketing and Product to share market feedback and inform messaging and roadmap priorities
- Maintain accurate opportunity tracking, forecasting, and activity logging in Salesforce
- Continuously build expertise in CENTRL’s platform, the competitive landscape, and Financial Services workflows
What We’re Looking For:
1–3 years of experience in SaaS sales, business development, or a client-facing role
Interest in Financial Services, risk, compliance, or investment management workflows
Strong communication skills and comfort speaking with customers
Coachable, curious, and motivated to grow in a sales career
Ability to manage multiple tasks and follow structured sales processes
Experience with Salesforce or other CRM tools is a plus, but not required
Other:
- A home office and available to work remotely
- Job Type: Full-time
- Based in US- East Coast based
- Competitive base compensation package, with OTE-based commission
