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Capital Markets Account Executive

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Monetary
Full Time position
Listed on 2026-10-24
Job specializations:
  • Sales
    Financial Sales
  • Finance & Banking
    Financial Sales
Salary/Wage Range or Industry Benchmark: 100000 - 180000 USD Yearly USD 100000.00 180000.00 YEAR
Job Description & How to Apply Below

Monetary is the financial platform powering treasury and capital markets across the public sector. State and local governments, public universities, health systems, and the bankers and advisors who serve them run trillions of dollars in debt, cash, and investments on Monetary.

We’ve built the most sophisticated treasury platform in public finance — sitting at the intersection of treasury management and a $4 trillion fixed income market that’s been waiting for modern infrastructure.

ABOUT THE ROLE

You’ll be responsible for selling Monetary Capital Markets, a unique platform that empower bankers and municipal advisors to optimize how they serve their current and future clients in one system: client profiles, refunding monitoring, market data, sizing and structuring, and client deliverables. Your job is to build pipeline and close new business with investment banks, municipal advisors, and commercial banks serving public finance.

You’ll be one of the first dedicated sellers in a new business line, with warm pipeline, active pilots, and senior relationships already in motion. You’ll help write the sales playbook for this market, and you’ll be a core contributor to the Monetary business.

WHAT YOU'LL DO
  • Carry and exceed a new-business quota. Own your number for Capital Markets new revenue across banks, advisory firms, and broker-dealers.
  • Build your own pipeline. Prospect public finance desks, municipal advisory practices, and bank public sector groups through targeted outreach, referrals, industry events, and conferences such as Bond Buyer and GFOA.
  • Run the full client life-cycle. Lead discovery, demos, pilots and proofs of concept, business cases, pricing, contract negotiation and post sale relationship management.
  • Partner directly with product. Work with product on custom sales demos and share market feedback to drive the roadmap.
  • Sell to senior bankers and advisors. Engage managing directors, heads of public finance, and practice leaders on the workflows they run every day, from refunding screens to sizing and pitch books.
  • Convert pilots and warm pipeline. Turn existing trials and partner conversations into signed contracts, and expand initial deals into firm‑wide deployments.
  • Keep a clean, accurate forecast. Manage opportunities in Salesforce with disciplined qualification, next steps, and commit‑level forecasting.
  • Post sale success. Partner with Customer Success on onboarding so new customers are deployed, using the product, and happy.
WHAT YOU'LL BRING
  • 7+ years of experience in public finance, capital markets, or fintech
  • A track record of meeting or beating quota on complex, multi‑stakeholder deals with six‑figure contract values.
  • Familiarity with how municipal bankers and advisors work: new money and refunding transactions, structuring, pricing, and client coverage. Experience at an investment bank, municipal advisor, bank, or a vendor selling to them is a strong plus.
  • Existing relationships across public finance desks and municipal advisory firms.
  • Strong consultative selling skills. You ask sharp questions, quantify value, and can hold your own with a managing director.
  • The ability to learn and demo a technical product credibly, including refunding analysis and sizing workflows.
  • Disciplined pipeline management and forecasting in Salesforce.
  • Comfort in a new, fast-moving business line where the playbook is still being written.

GROW Continuously

  • We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.
  • We are energized by the fast‑paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.
  • We are driven by curiosity to think creatively, innovate, and…
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