Account Executive, Finance

BDG

. Build and manage a high-volume outbound pipeline through cold email, LinkedIn, and other digital outreach .

Posted 9/17/2026full-timeNew York City • New York • United StatesJunior💰 $75,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing high-volume outbound sales pipelines and executing the full sales cycle, including prospecting, lead qualification, and closing. Proficient in utilizing AI tools for prospecting and familiar with finance industry marketing strategies.

Highest-signal resume keywords

Outbound Sales Pipeline ManagementFull Sales Cycle OwnershipAI Tool Proficiency (Claude, Apollo)CRM Proficiency (Salesforce)Finance Industry Familiarity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ProspectingLead QualificationNegotiationClosing SalesExcel ProficiencyCanva ProficiencyPowerPoint/Keynote Proficiency

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationOrganizedDetail-OrientedEntrepreneurial Mindset

Tools & Technologies

CRM ToolsSalesforceApolloClaude

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

MediaAdvertisingFinanceDigital OutreachBusiness Development

Tech Stack

Tools & technologies

Apollo

About the role

Key responsibilities & impact

Build and manage a high-volume outbound pipeline through cold email, LinkedIn, and other digital outreach
Own the full sales cycle from prospecting and lead qualification through pitching, negotiating, and closing
Manage the business brought in across BDG's portfolio
Identify and pursue expansion opportunities within smaller finance accounts
Meet weekly and monthly activity benchmarks and revenue targets
Partner with sales leadership to refine targeting, messaging, and sequencing for the finance vertical
Use AI tools such as Claude and Apollo to build prospecting lists, draft outbound sequences, and create pitch materials
Develop working knowledge of BDG's digital, social, video, and experiential solutions
Track and report pipeline, activity, and forecasted revenue in the CRM

Requirements

What you’ll need

1–2 years of experience in media and/or advertising, in a sales role or a sales-adjacent role such as account management
Familiarity with finance industry categories and how they market to different finance personas is preferred
Comfortable with high-volume outbound prospecting and rejection
Entrepreneurial mindset; comfortable with ambiguity and building processes
Professionally familiar with Claude or a similar AI tool; able to learn sales technology such as Apollo
Strong verbal and written communication skills
Organized and detail-oriented; able to manage a self-sourced pipeline
Proficient in Excel, Canva, PowerPoint/Keynote, and CRM/sales tools such as Salesforce or Apollo
Bachelor's degree or equivalent practical experience