Account Executive- Financial Services

Bainbridge- Financial Services

Account Executive- Private Equity and M&A

The Opportunity
Bainbridge is seeking an accomplished Account Executive to join our growing M&A sales team.

This position offers the opportunity to move beyond traditional B2B sales and engage directly with business owners, CEOs, and senior executives on potential acquisitions, investments, and strategic business opportunities.

Our executives play a key role in identifying and developing relationships that can lead to significant transactions across a diverse range of industries and businesses.

We welcome ambitious sales professionals who bring strong commercial instincts, confidence in executive-level conversations, and a proven ability to develop new business. 

Key Responsibilities

• Identify and cultivate potential acquisition and investment opportunities.
• Engage business owners and senior executives in substantive business conversations.
• Develop relationships and advance opportunities through the business development process.
• Apply consultative selling skills to understand business objectives and recognize potential opportunities.
• Engage business owners in discussions regarding financial performance, including revenue and EBITDA, growth objectives, and strategic opportunities.
• Conduct initial business assessments, gather relevant data, and present potential opportunities to prospective clients.
• Manage prospecting activities, client communications, and opportunity progression through salesforce CRM.
• Maintain an active pipeline through consistent follow-up, relationship development, and effective time management.
• Collaborate with leadership and colleagues across teams.

• Bachelor's degree in business, finance, economics, marketing, or related field.
• Proven experience in B2B sales, business development, account management, or related client- facing role.
• Demonstrated success in consultative selling, outbound prospecting, and developing new business opportunities.
• Strong communication and interpersonal skills, with the confidence to engage business owners, C-suite executives, and senior decision-makers.
• Ability to conduct thoughtful business conversations, ask insightful questions, and identify potential opportunities.
• Excellent organizational skills with experience managing sales pipelines, maintaining accurate CRM records, and following through on commitments.
• Self motivated, resourceful, and comfortable working independently within a collaborative, results- oriented team.