Account Executive Investment Banking

Job description

About Ontra

Ontra is the leader in AI-powered solutions for the private markets. Powered by industry-leading AI, data from over 2 million contracts, and a global network of legal professionals, Ontra automates critical private market workflows across the fund lifecycle. Ontra’s solutions transform unstructured data trapped in static documents into actionable intelligence, enabling firms to accelerate contracts, streamline compliance, and automate entity management. Trusted by more than 1,000 global GPs, investment banks, law firms, and advisors – including nine of the top ten PEI-ranked firms worldwide – Ontra helps firms focus on what’s important.

Our Culture

Ontra is a remote-first company that values the power of connection. We find innovative ways to stay connected, both virtually and in person. By promoting ownership, inspiring creativity, and championing collaboration, Ontra enables you to shape your impact and growth. Our commitment to innovation extends beyond our technology; it’s embedded in our culture, and AI plays a crucial role in everything we do.

Our culture is one where belonging is the cornerstone of every interaction, rooted in acceptance and respect for all. Our commitment to inclusion begins at the application process, ensuring a fair and equitable hiring experience that values the unique contributions you bring from day one.

About the Role

Ontra is seeking an Account Executive, Investment Banking to join its growing Sales team.

For this job, we are currently only hiring candidates based in the United States, with a preference for candidates in the New York City Metropolitan area.

We’re looking for someone excited to cultivate strong relationships with new investment bank customers, enhance and expand on existing investment bank customer accounts, and strategically drive revenue growth.

This is a great opportunity for an ambitious, extroverted closer who is adept at building and nurturing strong relationships with clients, is always on the hunt to expand business, and is ready to adapt to new strategies and initiatives.

What You’ll Do

• Prospecting and Lead Qualification: Engage in intensive prospecting activities and qualify leads to build a robust sales pipeline.
• Sales Process Management: Competently manage the sales process from initial discovery stages to closing, ensuring all steps are strategically executed.
• Transaction Closure: Efficiently close transactional sell-side M&A processes, leveraging investment banking relationships to facilitate swift deals.
• Account Acquisition and Growth: Focus on driving revenue growth through new investment bank accounts and existing relationships.
• Strategic Planning and Execution: Collaborate with team members and managers to strategize and effectively execute sales calls, customer events, and educational sessions.
• Cross-Functional Collaboration: Work closely with Marketing and Customer Success teams to support go-to-market initiatives for investment banks.

What You’ll Bring

• Experience: 1+ years of sales experience as a top-performing closer or SDR (with 3+ years of combined professional experience); preference given to experience working within or selling to investment banks.
• Infectious Enthusiasm: Genuine passion for the role and a resilient, positive attitude that inspires confidence in our customers and our team.
• Intellectual Curiosity: Innate drive that pushes you to ask sharp questions, listen actively to understand the root of a problem, and deftly connect a client’s needs to the right solution.
• Communication Skills: Excellent verbal and written communication skills for effectively engaging with clients and stakeholders.
• Industry Knowledge: Not required, but preference given to candidates with an understanding of the investment banking industry, including key players and market trends.

Compensation

This role offers a competitive On-Target Earnings (OTE) compensation plan structured with a ⁵⁰⁄₅₀ split between base pay and commission.

Pay Transparency

Ontra takes individual candidate location, experience, and skills into consideration when determining compensation. The base pay range is listed below.

Some positions may be eligible for additional compensation, such as commission, variable compensation, profits interest units, or other equity-based compensation, which are not included in the below base pay range.

If you are selected to participate in our interview process, your Talent Acquisition Partner will share more details about the total compensation package for the role.

Base Pay Range

$94,800—$132,600 USD

Hiring Locations We currently hire exclusively in the locations listed below. Select jobs may have more specific location requirements due to business needs.

United States Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington

APAC Hong Kong

EMEA United Kingdom

Benefits Snapshot

• Remote-first working policy, with office hubs in SF, NYC, Santa Barbara, and London
• Twice yearly team offsites for in-person collaboration
• Paid flexible time off policy
• Paid parental leave and benefits
• Employer-supported retirement contributions, varying by country
• Monthly phone and internet reimbursement
• Company-sponsored LinkedIn Learning accounts, department budgets for professional development, and robust onboarding program
• Various options for medical, dental, and vision insurance

Travel Occasional travel is required for Ontra employees, including typically at least twice per year to attend team and larger group off-sites for in-person collaboration. For some roles, additional travel may be required based on the requirements of the role and business need.

Inclusivity Ontra is committed to the full inclusion of all qualified individuals. As part of this commitment, Ontra will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

Personnel Privacy Notice: View here.

Note on Employment Verification: All employees hired will be required to verify identity and eligibility to work in their particular location.

Note to External Agencies: We are not accepting any blind submissions or resumes/CVs from recruitment agencies. Any candidates sent to Ontra will NOT be accepted or considered as a submission without a signed agreement in place.

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