What are the responsibilities and job description for the Account Executive, Financial Services position at Centari?
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 or find us on LinkedIn.
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
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 or find us on LinkedIn.
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.
- 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.
- 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
Salary : $230,000 - $280,000