Mission
We’re seeking a highly motivated FinTech Account Executive (Pre-Sales) who is passionate about solving complex customer problems through innovative digital solutions. This role requires someone who thrives in a collaborative environment, is eager to grow, and resonates deeply with the challenges faced by private credit investment firms. If you have extensive experience in financial services and excel at conducting compelling software demonstrations, this role offers an exciting opportunity to make a significant impact in the private credit industry.
Status:
Remote with occasional travel as needed.
What You’ll Do
- Build strong relationships with clients, understand their challenges, and align our solutions to meet their needs.
- Deliver customized and impactful product demonstrations, showcasing our platform’s ability to solve real-world problems in private credit fund management.
- Develop and execute sales strategies to drive growth in the private credit market.
- Collaborate closely with internal teams to design tailored pre-sales solutions and ensure smooth onboarding for new clients.
- Act as a trusted advisor to clients, providing insights into industry trends and best practices to maximize their success with our platform.
- Document all client interactions and maintain a robust sales pipeline.
- Stay informed about private credit asset types and industries to better serve clients and enhance product positioning.
Must-Have Criteria
- Collaborative and Growth-Oriented: You thrive in team settings, are eager to grow, and are motivated to exceed expectations.
- Customer-Centric Passion: You deeply understand and resonate with the challenges faced by private credit firms and are passionate about providing digital solutions to solve these problems.
- Industry Experience:
- Experience in financial services within roles such as Operations, Analyst, or Partner at investment firms, OR
- Pre-sales AE experience at fintech companies in the alternative investment space, with extensive demo experience.
- Motivation and Drive: You excel in a goal-based environment, bringing energy and commitment to achieve sales targets.
Plus Criteria
- Work experience at leading investment firms such as KKR, Blackstone, Apollo, or Fortress.
- Direct experience in the private credit investment segment.
- Familiarity with private credit asset types and related industries.
What We Offer
- The opportunity to shape the future of private credit fund management through cutting-edge technology.
- A collaborative, supportive environment where your contributions make a direct impact.
- Competitive compensation with a commission-based structure to reward high performance.
- Professional growth opportunities in a rapidly growing market.
Join Us
If you’re ready to drive innovation, solve complex client challenges, and grow with a team passionate about transforming the private credit industry, we want to hear from you.
Be part of Bridge Legal—where collaboration and innovation meet opportunity.