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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in B2B sales within capital markets, focusing on institutional investors and fintechs, while effectively leading and developing sales teams. Proven ability to build go-to-market strategies, manage customer success, and establish strategic partnerships to drive revenue growth.
Highest-signal resume keywords
B2B Sales ExperienceSales Team ManagementGo-To-Market StrategyCustomer Success ManagementFinancial Data Sales
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Revenue ManagementQuota SettingTerritory PlanningSales ForecastingComplex Enterprise SalesNegotiationAPI SalesData-Driven Decision MakingDemand GenerationMarket Positioning
Soft Skills
Strong CommunicationCoachingLeadershipStructured ApproachRelationship Building
Tools & Technologies
Sales Analytics ToolsCRM SoftwareMarketing Automation ToolsAI Tools in Financial Research
Industry Keywords
Capital MarketsInstitutional InvestorsFintechCustomer SuccessStrategic PartnershipsFinancial InstitutionsHedge FundsAsset ManagersFamily OfficesUsage-Based Products
About the role
Key responsibilities & impact- Own the full revenue number across new business, expansion, and retention
- Lead, coach, and grow the sales team, including hiring, quota setting, territory planning, and compensation design
- Carry and close a book of strategic accounts across institutional and fintech segments
- Build and execute go-to-market strategy for institutional and fintech clients
- Own marketing, including positioning, messaging, demand generation, content, and events
- Partner with the CEO on brand and product launches
- Build customer success and account management to drive adoption, renewals, and expansion
- Develop and manage strategic distribution, integration, and channel partnerships
- Establish pipeline discipline, accurate forecasting, and reporting to the CEO and board
- Bring customer insight to product and engineering to shape the roadmap
- Represent Fiscal.ai at industry conferences and events
Requirements
What you’ll need- 8+ years of B2B sales experience in capital markets, selling to institutional investors, financial institutions, or fintechs
- 3+ years managing and developing a sales team as a senior manager, director, or equivalent
- Track record of consistently exceeding targets, both as an individual contributor and as a team leader
- Experience in a startup or high-growth environment, including building process and structure where little existed
- Comfort with complex enterprise sales cycles and multi-stakeholder deals
- Hands-on approach and willingness to prospect, run demos, negotiate, and close
- Strong communication skills and a structured, data-driven approach to managing a business
- Ability to work from our Toronto office, or from New York for exceptional candidates
- Ability to travel regularly
- Experience selling financial data, research, or analytics products
- Established network on the buy side, such as hedge funds, asset managers, and family offices
- Relationships across the fintech ecosystem
- Experience selling API or usage-based products to technical buyers
- Prior exposure to leading marketing, customer success, or partnerships
- Familiarity with how AI tools are changing financial research workflows
Benefits
Comp & perks- Equity
- Paid time off
- Benefits
