Centari

Account Executive, Financial Services

NYC Office FullTime On-site $230/year
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Job Description

About Centari At Centari, we're transforming the world's contracts into actionable intelligence. Every firm has the same AI now. What separates them is institutional intelligence: how the firm has structured deals, priced risk, and navigated markets across every transaction it has closed. It's why a client picks one law firm over another, and why an LP backs one fund over the next. And today, this knowledge sits buried in closed deals and in the heads of the people who worked on them. Centari brings it to the surface as structured data that AI can act on, empowering companies to generate new revenue and see opportunities no one else can. The most demanding transactional practices in the world already build on Centari, including deal teams at Ropes & Gray, DLA Piper, Willkie, Fried Frank, and Wilson Sonsini. We proved it in law. Finance and the enterprise face the same problem at even greater scale, and we're going after all of it. We raised an oversubscribed Series A from investors including Sentinel Global, GTMfund, South Park Commons, Jack Altman, RiverPark Capital, and Recall Capital, and now we're building the team to match our ambition. For more information, check out centari.com http://centari.com or find us on LinkedIn https://www.linkedin.com/company/centariapp/. The Role We're hiring an Account Executive, Financial Services to build pipeline and close new business in the private markets. You'll run full sales cycles, from first outreach to signed engagement, and help build the playbook for expansion. This role is based in our New York office, with travel of up to 30%. What You'll Own - Your pipeline. You’ll source a meaningful share of opportunities yourself through outbound, referrals, and the industry events and conferences where you represent Centari. - Full-cycle deals. Discovery, demo, business case, and close with legal, finance, and operations teams. - Commercial terms. You agree pilot success criteria and pricing before a pilot starts, then stay on the account with our customer success team until it converts to a paid engagement. You take each deal through security review and contract negotiation to signature. - Forecasting. Your CRM reflects what is actually happening in each deal and what’s needed to move it forward. What You Bring - 2–5 years in a quota-carrying B2B software or data sales role with a record of hitting your number. Come with the specifics: quota, attainment, average deal size, and a deal you sourced yourself. - Experience selling to private equity, private credit, or other financial services firms, or a background in fund finance, operations, or banking and a clear reason to move into sales. - You like prospecting and you're good at it. You can get a fund GC or head of operations to take a first meeting. - You've taken enterprise deals through procurement: security reviews, MSA negotiation, and contract redlines. - Nice to have: hands-on experience with credit agreements or fund documents, or experience at an early-stage company. What We Offer - Competitive salary and meaningful equity - Comprehensive health coverage (Centari covers 100% of employee premiums) - Dental and vision (Centari covers 75% of employee premiums) - 401(k) with match up to 4% - Lunch covered for in-office team - Flexible PTO

Frequently Asked Questions

What does the Account Executive, Financial Services role at Centari involve?

The Account Executive, Financial Services position at Centari in NYC Office is a fulltime role. About Centari At Centari, we're transforming the world's contracts into actionable intelligence. Every firm has the same AI now. What separates them is institutional intelligence: how the firm has structured deals, priced risk, and navigated markets across every transaction it has closed. It's why a client picks one law firm over another, and why an LP backs one fund over the next. And today, this knowledge sits buried in closed deals and in the heads of the people who worked on them. Centari brings it to the surface as structured data that AI can act on, empowering companies to generate new revenue and see opportunities no one else can.

What skills are required for Account Executive, Financial Services at Centari?

Key skills for this role include: API.

What is the salary for Account Executive, Financial Services at Centari?

The listed compensation for this role is $230/year. Actual salary may vary based on experience and location.

Is the Account Executive, Financial Services position at Centari remote or on-site?

This position is On-site. The role is based in NYC Office.

How do I apply for Account Executive, Financial Services at Centari?

You can apply for this position directly through the employer's careers page. Click the 'Apply Now' button on this page to be redirected to the original listing. Make sure your resume is ATS-optimized. Use SpotChange's free ATS test to check.

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About This Role

Account Executive, Financial Services at Centari is a fulltime sales position in NYC Office. Key skills include API. Compensation: $230/year. Education: Master's Degree preferred. Experience: 3+ years.

This role is classified as on-site and is suitable for mid level-level professionals. Ghost Score 20/100 (Probably Active) indicates this listing is probably active with recent employer engagement.

To apply, visit the official application page through the Apply Now button above. SpotChange Jobs provides AI-powered career tools including resume optimization, ATS testing, interview preparation, and salary negotiation assistance.