Note: The job is a remote job and is open to candidates in USA. Collateral Partners is an integrated communications platform serving investment firms, asset managers, and advisory firms. The Account Executive will own net-new revenue from initial discovery through contract signing, including proposals, negotiation, and closing, before handing clients off to the delivery team.
Responsibilities
- You'll run discovery, build proposals, negotiate, close - then hand off cleanly to our delivery team and move to the next opportunity
- Full-cycle ownership: discovery, custom proposals, negotiation, contracts - start to finish
Skills
- Genuine finance fluency - you understand how capital raises, M&A, and fund structures work, not just the vocabulary
- 4+ years closing complex services contracts with sophisticated buyers
- Full-cycle ownership: discovery, custom proposals, negotiation, contracts - start to finish
- Comfort selling into private equity, asset management, or professional services firms
Benefits
- Direct access to firm leadership - no layers between you, the Founder or the Managing Director
- A warm, active pipeline (not a cold start) and an embedded delivery team once you close
- A seat that scales as we continue to grow rapidly
- Remote-first opportunity
- Option to go in-office if you are based in Dallas
- Commission on closed business
Company Overview