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Simply Wall St

Simply Wall St

via Ashby

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Account Executive

Anywhere
full-time
Posted 9/24/2025
Direct Apply
Key Skills:
Sales & Lead Management
CRM Management
Customer Success
Campaign Management
Business Development
Relationship Building
Negotiation
Presentation Skills
Stock Market Knowledge
Investor Relations

Compensation

Salary Range

$70K - 110K a year

Responsibilities

Drive revenue growth by managing relationships with listed companies, executing sales campaigns, and supporting customer success while contributing strategically to commercial initiatives.

Requirements

Requires knowledge of stock markets and investor relations, experience in B2B sales or business development, strong communication and CRM skills, and ability to work independently in a fast-paced environment.

Full Description

OUR MISSION At Simply Wall St, we help people become confident, long-term investors. The stock market offers an exceptional opportunity for building wealth, but it’s easy to fail. While many chase quick wins, we believe in thinking long-term and investing like a business shareholder. Our product gives individual investors the capabilities to build a portfolio, previously only available to professionals. WHY JOIN? Help us empower individuals by giving them a new way to invest in stocks; Work at a profitable, global, B2C SaaS startup; Operating at scale with 6.5 million users across 180 countries; Small team and flexible working environment; Work with a product customers love: 4.5* Trustpilot Reviews; Strong employee retention with 70% of the team with us for >2 years. See more information about the company, how we work and benefits etc https://simplywallst.atlassian.net/wiki/spaces/SWSP/overview You will be working with USA-based clients, so time-zone flexibility is essential, along with some willingness to travel for meetings or events. ROLE OBJECTIVE The objective of this role is to drive revenue growth by developing and managing relationships with listed companies. You will leverage your understanding of the stock market to generate new business, manage ongoing customer relationships, and support the execution of commercial initiatives, with a focus on clients in the USA and Australia. This is a hands-on sales role covering prospecting, lead management, campaign execution, and ongoing customer relationships. Beyond day-to-day sales, you will also contribute strategically to shaping our commercial function, go-to-market approach, and product evolution. TEAM STRUCTURE You will be our first hire in the Commercial team, reporting directly to the Chief Operating Officer. As the pioneer in this function, you will help shape our business development strategy from the ground up. You will collaborate closely with product, and executive teams to ensure client success and alignment between business opportunities and company strategy. RESPONSIBILITIES Sales & Lead Management Identify and engage listed companies in the USA and Australia through outreach (calls, emails, LinkedIn) and manage inbound leads from marketing and referrals. Run discovery conversations, deliver presentations via phone, video calls, in-person and drive opportunities through to close. Maintain accurate CRM records of all activities, opportunities, and forecasts. Campaign Management & Customer Success Work with clients to design and deliver advertising campaigns that meet their objectives. Oversee campaign execution with internal teams, ensuring high quality and timely delivery. Provide reporting, insights, and recommendations during and after campaigns. Support ongoing customer relationships to drive renewals, upsells, and long-term value. Strategic Contribution Provide structured feedback from clients and prospects to shape product development and positioning. Contribute to building the commercial playbook - refining sales processes, messaging, and customer engagement strategies. Partner with leadership to influence go-to-market models, pricing, and commercial strategy. CAPABILITIES Knowledge Understanding of stock markets, investor relations, and financial communications. Prior experience in business development, partnerships, or B2B sales. Familiarity with advertising, financial media, or equity research is a strong advantage. Knowledge of USA and Australian market practices is highly desirable. Skills Strong relationship-building and networking skills. Persuasive communicator with excellent presentation and negotiation abilities. Commercially minded with the ability to align client needs to revenue opportunities. CRM management skills - disciplined in logging activities, keeping pipeline data accurate, and ensuring reliable forecasting. Resilient, results-driven, and able to work independently to hit targets. Attributes Entrepreneurial mindset with a proactive, can-do attitude. Adaptable and comfortable working in a fast-moving environment. High integrity, professionalism, and emotional intelligence. Self-motivated, ambitious, and eager to contribute to company growth. PERKS Flexible Remote Working: Work where you are most productive; Simply Stop: Time is one of the most valuable commodities, so we stop working early on Fridays; Share Club: We provide a subscription to SWS, cash for you to invest & regular sessions to discuss stocks and investment ideas; Parental Leave Policy: With a supportive part-time return to work option; Learning & Development Fund: We invest in your growth; Team Events & Hackathons: An opportunity for everyone to come together and push what is possible.

This job posting was last updated on 9/30/2025

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