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Collateral PartnersVerified Job Source

Account Executive

The Account Executive is responsible for owning net-new revenue from the initial conversation through to the signed contract. Key tasks include running discovery, building custom proposals, negotiating deals, and handing off closed clients to the delivery team.

  • Remote
  • Canada
  • Posted Aug 6, 2026
  • 1 position

Job summary

Collateral Partners is finance's integrated communications platform - we work with 400+ investment firms, asset managers, and advisory firms on the moments that matter most: raising capital, executing transactions, and building investor confidence. We're hiring an Account Executive to own net-new revenue from first conversation through signed contract. You'll run discovery, build proposals, negotiate, close - then hand off cleanly to our delivery team and move to the next opportunity. This is not a software sale. You're selling sophisticated financial and communications services to GPs, CFOs, and founders who can smell a script in the first 30 seconds. If you can read a pitch deck or fund presentation and immediately understand what a client is trying to accomplish, and you've closed complex services deals with finance-sector buyers before - this is the perfect opportunity to get in early at Collateral Partners. What you'll need: 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 What you'll get: 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 This is a remote-first opportunity with a competitive base + commission on closed business.

What you’ll do

The Account Executive is responsible for owning net-new revenue from the initial conversation through to the signed contract. Key tasks include running discovery, building custom proposals, negotiating deals, and handing off closed clients to the delivery team.

Requirements

Candidates must have 4+ years of experience closing complex services contracts with sophisticated buyers in the finance sector. Genuine fluency in capital raises, M&A, and fund structures is required to effectively sell to GPs, CFOs, and founders.

Benefits

• Commission on closed business • Competitive base salary

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Full-cycle Sales
  • Financial Fluency
  • Complex Services Closing
  • Discovery
  • Proposal Development
  • Negotiation
  • Contract Management
  • Private Equity Sales
  • Asset Management Sales
  • Capital Raising Knowledge
  • M&A Understanding
  • Fund Structure Knowledge

Job areas

  • Sales
  • Finance & Accounting
  • Consulting
  • Management & Leadership

Additional details

Minimum experience
2+ years
Posting language
English
Working hours
40 hours per week
Seniority
Mid-Senior level
Application method
Direct apply is available