The Opportunity:
My client is seeking an accomplished Senior Account Executive to convert qualified inbound conversations with privately held business owners into signed sell-side M&A advisory engagements. You will lead high-value advisory conversations, establish credibility quickly with founders and executives, and help strong-fit prospects determine whether a sale, recapitalization, or other liquidity event is the right next step. This is a senior consultative closing role requiring strong commercial judgment, executive presence, and disciplined follow-through. You will own the relationship from the first advisory conversation through execution of the engagement letter, navigate complex questions and decision dynamics, and partner closely with senior bankers for a thoughtful transition into transaction execution.
What You Will Do:
Take ownership of qualified inbound opportunities from introduction through close.
Lead high-value discovery conversations that uncover company background, owner goals, transaction timing, valuation expectations, and decision criteria.
Assess transaction readiness and fit based on the owner’s objectives, expectations, timing, and advisory needs.
Present the firm’s sell-side M&A process, capabilities, positioning, and differentiated value proposition in clear, credible language.
Build trusted relationships with founders, business owners, and C-suite executives navigating high-stakes decisions.
Navigate sophisticated questions and objections related to timing, fees, valuation, confidentiality, market conditions, and the advisory process.
Create momentum through decisive next steps, tailored follow-up, and consistent executive-level communication.
Advance qualified opportunities from discovery through proposal discussions and signed engagement letters.
Maintain accurate CRM notes, pipeline stages, forecasts, next steps, and conversion activity.
Coordinate a seamless transition to senior bankers once an engagement is secured, preserving context and client confidence.
Share practical feedback on lead quality, client sentiment, messaging, market conditions, and opportunities to improve conversion.
What You Bring:
Significant experience in consultative B2B sales, high-ticket sales, financial services, or professional advisory work.
Demonstrated success closing complex, high-value services or advisory engagements with sophisticated decision-makers.
Strong discovery, presentation, negotiation, relationship-building, and objection-handling skills.
Executive presence and the ability to communicate credibly with founders, business owners, and C-suite leaders.
Strong business acumen, sound judgment, and the ability to simplify a complex process without overselling it.
Disciplined follow-up habits, pipeline management, forecasting, organization, and accountability in a remote environment.
Comfort with performance targets and a 100% commission-only compensation model.
Experience in M&A, investment banking, private equity, business brokerage, financial services, consulting, or related professional services is preferred.
Full-time remote availability from 9:00 AM to 5:00 PM Central Time.
Why Join:
You will work with qualified inbound opportunities, engage directly with accomplished business owners at pivotal moments, collaborate closely with experienced M&A professionals, and have uncapped earning potential tied directly to the engagements you close.
