---
title: 'Account Executive - Financial Services & Fintech at Qualitate'
canonical: 'https://feeny.ai/job/account-executive-financial-services-fintech-qualitate-new-york-1hd10gqz2e7v'
type: 'job'
last_seen: '2026-10-13'
---

# Account Executive - Financial Services & Fintech at Qualitate

- **Company:** Qualitate
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-04-17
- **Last confirmed live:** 2026-10-13
- **Apply:** https://jobs.ashbyhq.com/qualitate/1cfc7cff-d24a-4799-a0aa-2cf2b77e17c3

## Job description

## About Qualitate

Qualitate is building the AI-native primary intelligence platform for enterprises, investment firms, and asset managers. We automate the entire primary research workflow, from study design and expert recruitment through AI-moderated interviews and insight synthesis – replacing weeks of manual research with hours of high-signal output. Expert research is a broken industry dominated by legacy incumbents with expensive, manual, and slow services. Investment and corporate strategy teams spend hundreds of hours coordinating intermediaries, scheduling expert calls, and synthesizing insights across fragmented providers. The process takes weeks to produce short-lived intelligence. Qualitate transforms this workflow by autonomously conducting expert discussions at scale using AI. Qualitate’s AI Moderator interviews thousands of experts simultaneously each month, capturing forward-looking purchasing plans, competitive displacement, and real-time ROI signals. The platform turns these interviews into quantified, time-series outputs tracking over 10,000 public and private companies – queryable instantly in natural language. Our customers include some of the world’s largest enterprises, hedge funds, PE firms, credit investors, and venture capital firms. We’re growing fast, and need account executives to help scale our GTM organization.

## The Role

You'll own Qualitate's financial services and fintech vertical. You'll sell into banks, payments companies, lending platforms, insurance carriers, and fintech infrastructure businesses. Think Stripe, Block, Adyen, JPMorgan, Goldman Sachs, Visa, and Mastercard. Enterprise buyers use Qualitate for competitive intelligence, market landscaping, M&A diligence, product strategy research, and customer insights. The sales cycles are multi-threaded, the stakeholder maps are wide, and the deals are large. The right person for this role is comfortable running complex enterprise sales processes while still moving with the urgency of an early-stage company.

What the day-to-day looks like:

- Prospect into and close financial services corporations and fintech companies. You own the full cycle from first outreach to signed contract.
- Build pipeline through outbound prospecting, your professional network, modern AI tooling, industry events, and partnerships. You’ll focus on strategy, corporate development, product, and competitive intelligence teams within target accounts.
- Run demos and workshops tailored to enterprise use cases: competitive landscape analysis, market entry research, M&A target screening, voice-of-customer programs, and regulatory landscape mapping.
- Navigate complex enterprise buying processes with multiple stakeholders — VPs of strategy, heads of corporate development, product leaders, procurement, legal, and information security.
- Manage pilots and enterprise evaluations through to conversion, driving adoption and purchasing across multiple teams within target accounts.
- Develop account plans for strategic accounts with potential for six-figure+ annual contracts and multi-team expansion.
- Feed product insights back to engineering. Your market signal directly shapes our enterprise roadmap.
- Help build the sales playbook. As part of our founding go-to-market team, you’ll define the enterprise sales process, pricing and packaging approach, security review workflow, and competitive positioning for this segment.

Who This Role Is For

- 3–8 years of quota-carrying closing experience selling software, data, or market research products into financial services enterprises and/or fintech companies. You’ve sold into both established institutions and high-growth technology companies.
- You know how to run multi-stakeholder enterprise deals. You can map an org chart, build champions, manage procurement processes, and navigate security reviews without losing momentum.
- You understand what corporate strategy, product, and corp dev teams actually need. You can translate Qualitate’s platform into outcomes that matter to enterprise buyers — faster competitive intelligence, better M&A diligence, deeper market understanding, reduced reliance on expensive consulting engagements.
- You’ve sold into financial services specifically. You understand regulatory environment, the compliance requirements, the security review processes, and the buying culture at banks, payments companies, and fintech platforms.
- You’re comfortable with longer sales cycles measured in months, while still operating with the speed and scrappiness of an early-stage company.
- You’ve built. Experience in environments where the enterprise sales motion was being created, not inherited. You’ve shaped pricing, packaging, or go-to-market strategy, not just executed someone else’s.

What Sets You Apart

- Direct experience selling research, intelligence, or data products to corporate strategy or competitive intelligence teams.
- Track record of landing and expanding within large financial institutions — moving from a single team to enterprise-wide adoption.
- You’ve been part of an early sales team where you helped build the GTM function.
- Existing relationships with strategy, product, or corp dev leaders at target accounts.
- Prior experience in management consulting, corporate strategy, investment banking, or fintech operations before moving into sales.

## Compensation & Benefits

- OTE: Competitive base + uncapped commissions with accelerators above quota. Early-stage equity stake.
- Benefits: Health coverage, flexible PTO, paid holidays.
- Location: NYC hybrid (3 days in-office, 2 days remote).

## About Qualitate

## Company Overview
- **One-liner**: Qualitate is an AI-powered expert intelligence platform that automates primary research for investment firms and enterprises.
- **Entity Type**: Private (seed stage; raised $7M)
- **Headquarters**: New York, New York, United States
- **Founded**: 2024
- **Founders**: Sagar Kadakia (CEO & Founder)

## Core Business
- **Primary industry/industries**: AI-native primary research, expert networks, market intelligence
- **Target customers**: B2B – investment firms (hedge funds, credit funds, private equity), financial services, and enterprise strategy teams
- **Mission or purpose statement**: “Equipping every company with the world’s most valuable asset: expert intelligence.”

## Products & Services
- **AI Moderator**: An AI agent that autonomously conducts structured interviews with verified experts, from study design to moderation and insight creation.
- **Continuous Market Intelligence**: Dashboards that track company momentum, competitive threats, and market signals through 350,000+ minutes of expert conversations, analyst research, and curated data.
- **AI Analyst**: An AI-powered assistant that can answer questions, generate executive briefings, and launch custom surveys across the intelligence library.
- **Compliance Suite**: Automatic MNPI and PII screening, firm-level access controls, and a dedicated compliance portal for regulated environments.
- **Custom Research (Diligence, Win/Loss, Channel Checks)**: On-demand, AI-facilitated primary studies delivered in under a week (typically 5 days).

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metric**: Total funding – $7M seed round (announced in 2025)
- **Notable Investors/Partners**: Not publicly named (listed only as “World-Class Investors”)
- **Growth Signals**:
  - 25 employees as of mid-2025 with 12% monthly headcount growth (LinkedIn)
  - Proprietary data engine trained on 350,000+ minutes of expert discussions
  - Coverage of 500+ companies and 10,000+ technology markets
  - Trusted by “the world’s largest investment funds and corporations”

## Competitive Advantages
- **Vertically integrated**: Owns the expert panel, moderation, and analysis stack – no third-party dependencies or handoff gaps.
- **Proprietary data engine**: The AI moderator improves with every interview on the platform, creating a data moat that third-party networks cannot replicate.
- **Compliance-first design**: Built for sensitive environments with automated screening and firm-level controls.
- **Speed**: Custom research projects delivered in ~5 days versus the traditional multi-week timeline.

## Strategic Focus
Qualitate is focused on replacing fragmented, multi-vendor primary research workflows with a single AI-native platform. The company is scaling its AI moderator capability to run hundreds of interviews per project, moving from qualitative “outlier opinions” to quantitative, time-series market signals. Growth priorities include deepening coverage across financial services and enterprise verticals, and expanding the engineering and intelligence operations teams.

## Why Work Here
- **Culture**: Highly collaborative, fast-shipping environment with “big ambition” – described as building a new category of primary research.
- **Work Model**: On-site in New York City (all current open roles are listed as “OnSite”).
- **Team Composition**: Small but growing (25 people) with heavy influence from top expert networks (GLG, AlphaSights, CB Insights) and data companies (YipitData, Gartner).
- **Impact**: Every team member directly shapes the mission; roles span engineering, intelligence operations, sales, and product design.
- **Current openings**: Staff Software Engineer, Founding Head of Talent, multiple Account Executives (Enterprise, Financial Services, Hedge Funds, Credit Funds), and Intelligence Operations Associate – all New York City based.

## Sources
1. [qualitate.io](https://qualitate.io/)
2. [qualitate.io/about-us](https://qualitate.io/about-us)
3. [qualitate.io/careers](https://qualitate.io/careers)
4. [qualitate.io/product](https://qualitate.io/product)
5. [linkedin.com/company/qualitate-io](https://www.linkedin.com/company/qualitate-io)

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