Fiscal.ai (formerly FinChat) is a leading research and data platform for capital markets. Combining a powerful research Terminal with modern APIs, Fiscal.ai is building the modern financial data company. The firm has raised $13M in venture backing and is headquartered in Toronto, Canada. With thousands of customers and millions of end-users through their API offerings, Fiscal.ai is building the premiere financial data company in the AI era.
Type:
Full-time
We are seeking a driven
Account Executive
to lead growth within institutional sales. You'll be responsible for running inbound demos, driving outbound sales, and building strong relationships with asset managers, hedge funds, and other financial institutions.
In addition to institutional sales, you'll also manage our
academic access program
, ensuring universities and colleges are successfully onboarded and provided with free Fiscal.ai Terminal licenses.
This role is based in
Toronto
and requires a minimum of
three days per week in our office
.
###
Responsibilities
Conduct
inbound product demos
for prospective institutional clients.
Drive
outbound sales
to generate leads, book demos, and close new institutional accounts.
Build and maintain relationships with
universities and colleges
, overseeing the distribution of free Fiscal.ai Terminal licenses.
Act as a trusted product expert, showing how the Fiscal.ai Terminal delivers value to institutional investors.
Diligently
follow up
with prospects and clients to keep momentum in the sales pipeline.
Collaborate closely with the team to refine sales processes, messaging, and growth strategies.
Provide client feedback to help shape product development and improve the customer experience.
Requirements
Experience in
equity research, financial data, or as a power user of the Fiscal.ai Terminal
.
Demonstrated success in
sales or business development
, ideally with institutional clients.
Strong communication and presentation skills -- able to demo complex financial products effectively.
Highly organized, persistent, and committed to
consistent follow-up
.
Ability to thrive in a
fast-paced startup environment
.
Must be located in Toronto
and able to work in the office
at least 3 days per week
.
###
Nice to Have
Existing network in the institutional investment community.
Experience managing
academic partnerships or outreach programs
.
Benefits
$125,000 base salary ($175,000 OTE uncapped) CAD
10% gross bookings commission uncapped + commissions for distributing licenses to Universities and Colleges
Employee benefits
Equity options
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