Sales Executive

Client Success · New York City, New York
Department Client Success
Employment Type Full-time
Minimum Experience Mid-level

T-REX is on a mission to empower responsible finance. We are revolutionizing the investment lifecycle of complex assets through increased data transparency, enhanced analytical capability, and streamlined collaboration. Our solutions combine SaaS technology, big data management, and asset class expertise to foster improved investment decision-making across alternative financial markets. T-REX’s managed data service and software platform bridge the gap between asset originators and investors, eliminating manual processes and automating workflow. T-REX solutions help our clients to mitigate risk, improve efficiency and drive greater performance across their investment process.

Join T-REX as we help unlock liquidity across the financial markets, responsibly and sustainably with the transformative power of fintech.  We are looking for new team members who share our passion for innovation and our entrepreneurial, collaborative, and results-driven approach.


Sales Executive

T-REX is seeking a Sales Executive to expand the company’s footprint in structured finance. This executive will work with the existing T-REX team to establish a robust pipeline of prospective clients and guide those prospects through the sales process. As the front line of T-REX’s go-to-market team, this executive will interface with C-suite executives in industries with securitization needs across many asset classes such as renewables, warehouse, energy project finance, auto, and CPACE, just to name a few.


This Sales Executive will own all aspects of pipeline and deal management for their territory, and is expected to work closely with multiple parts of the organization. 

  • Develop a robust pipeline: 
    • Identify applicable buyers across structured finance: issuers, investment bankers, investors, etc.
    • Work closely with business development and marketing to identify campaign and outreach themes
    • Guide business development for top-of-funnel activities
    • Create and execute project plans for each opportunity.  
  • Create and execute a territory plan
    • Identify core prospective clients and create account plans
    • Create a network of Centers of Influence
    • Highlight product requests needed to expand into new asset classes and client types
  • Carry and execute against a quota 
    • Responsible for all aspects of closing business: prospecting, opportunity identification, relationship development product demonstrations and contract negotiation.
    • Accurately forecast near and medium stage pipeline
    • Actively manage Salesforce CRM

What we’re looking for

  • 8-10 years experience in sales, either financial technology or financial services
  • B2B SaaS experience a plus
  • Strong written and verbal communication skills with deep knowledge of financial products and language
  • Team player with the ability to work independently and drive processes across the team
  • Strong presentation skills and ability to demonstrate technology
  • Self starter with an interest in building a territory from the ground up.
  • Knowledge of Structured Financial products preferred

What it’s like working at T-REX: 

You’re going to be challenged: Building an inter-disciplinary SaaS platform that combines deep knowledge from both the financial and technology industries isn’t easy! 

You’re going to make an impact: T-REX offers you the opportunity to have a deep impact on our growth, product and team.

You’re an asset we’re going to invest in: We believe in investing in our people so we have generous tuition reimbursement and wherever we can we promote from within.

You’re going to have fun: You’ll get to work with a team of diverse people; we’re an international team who loves everything from boardgames, Pi Day baking competitions and T-REX Trivia Nights.


T-REX - People Hiring People:

At T-REX, we are committed to equal employment opportunity regardless of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression. We are proud of our diversity and strive to reflect the society we are a part of. T-REX is a team of people who love to put in good work and have fun together.


Join us on our mission to Empower Responsible Finance and have fun doing it!

Thank You

Your application was submitted successfully.

  • Location
    New York City, New York
  • Department
    Client Success
  • Employment Type
  • Minimum Experience