Role: Account Executive / Account Manager, Go-to-Market

Report to: GTM Manager
Location: LatAm Remote
Working Hours: Eastern Time (NYC) Hours, Monday to Friday
Contract Type: Independent Contractor
Salary: Competitive, based on experience

About the client

We operate a pioneering digital transaction platform that radically improves the speed, confidentiality, and success by which small businesses hire M&A advisors, engage with potential acquirers, and achieve successful exits.

In 2025 alone, our platform facilitated over 1,000,000 platform connections, 75,000+ signed NDAs, and hundreds of millions of dollars in successfully closed transactions in the lower middle market.

What will you be doing?

Support Team Growth: Join the Go-to-Market (GTM) team, our sales and account management organization focused on winning new business and growing relationships across both the “sell-side” (advisors, brokers, owners) and “buy-side” (private equity, family offices, search funds).
Proactive Engagement: Execute key tasks to support growth across members by proactively engaging with prospects and existing customers via phone and email.
Account Management: Manage critical processes, ensure our internal systems remain accurate, and handle proactive outreach to members whose platform usage is waning.
Build Trust: Earn members’ trust and ensure positive outcomes to bolster our reputation for excellence in every interaction.

Responsibilities:

Strategic Alignment: Understand unique member investment goals and go-to-market strategies to ensure they are effectively set up to see success on the platform.
Engagement KPIs: Drive key performance indicators around member engagement with the product through consistent phone and email interaction.
Operational Execution: Deliver on core account management tasks, including:
- Proactive prospect and member outreach to drive improved platform usage.
- 20+ connected calls a week, promptly responding to inbound requests, and launching email campaigns.
- Salesforce admin processing, including contract processing and verification.
- Managing help requests via phone and email.
Product Advocacy: Report common product and service feedback to the appropriate internal teams to drive platform evolution.
Internal Collaboration: Attend and participate in regular internal meetings and contribute to internal projects and initiatives as they arise.

Qualifications:

Experience: Up to 10 years of professional experience, with 2+ years of credible and demonstrated experience in a quota-carrying role within B2B sales, account management, or customer success.
Industry Knowledge: Prior exposure and GTM experience in or around investment banking, private equity, or financial services in the North American market is a strong plus.
Communication: Exceptionally strong written and oral communication skills in English.
Performance History: Referenceable history of achieving increasing levels of excellence in personal or professional settings.
Core Skills: Highly responsive, organized, tech-savvy, detail-oriented, eager to learn, and flexible.
Attitude: Positive and professional work attitude with a strong commitment to taking ownership, communicating deliberately, and consistently delivering high-quality work.
Logistics: Must have a fully reliable, high-speed internet connection for remote work and availability to travel to New York 3–4 times a year for company-wide in-office work weeks.

Compensation
The client offers competitive compensation based on a candidate’s relevant experience, demonstrated skills,
performance history, and local market conditions.

Compensation is structured as: Base Salary + Variable Compensation = On-Target Earnings (OTE). Compensation varies based on local market benchmarks and cost-of-talent dynamics.

Expected OTE Range: $40,000 - $90,000 USD

Individual offers are determined based on experience, qualifications, interview performance, and
geographic market.

Account Executive, Go-to-Market