Account Executive - Credit Funds

Qualitate
New York, NY
On-siteCareer-pivot friendly

Who this role is best for

Geared toward sales professionals with credit fund experience comfortable with consultative selling motions.

Best fit for

  • Candidates with 2–8 years of experience selling into credit funds or private capital firms
    — “2–8 years of quota-carrying closing experience selling software, data, or research products into credit funds”
  • Professionals with prior exposure to credit research or credit fund deal teams
    — “Prior experience in credit research, leveraged finance, restructuring, or on a credit fund deal team before moving into sales.”

Things to consider

  • This role requires a hybrid in-office commitment with 3 days in NYC per week
    — “NYC hybrid (3 days in-office, 2 days remote)”
  • Candidates must be able to manage complex institutional buying processes independently
    — “Navigate institutional buying processes, including managing directors, heads of research, CIOs, investment committee members, compliance, and procurement.”

How to stand out

  • Showcase ability to build sales processes from scratch in early-stage companies
    — “You’ve built. Early-stage or high-growth experience where the sales process wasn’t handed to you.”
  • Highlight understanding of credit underwriting and due diligence workflows
    — “You understand credit underwriting and due diligence workflows.”
  • Demonstrate success in selling to analytically rigorous or skeptical buyers
    — “You’ve sold to skeptical, analytically rigorous buyers.”
  • Demonstrate ability to tailor demos to specific credit use cases
    — “Run demos tailored to credit underwriting workflows”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • closing deals in credit funds
  • expanding customer reach
  • high forecasting accuracy
Typical background
enterprise salescredit fund sales

Skills & requirements

Required

SalesNegotiationClient Relationship ManagementStrategic PlanningPresentation Skills

Preferred

Credit Fund KnowledgeAI Technology

Stack & domain

SalesNegotiationProblem-solvingCustomer ServiceTeamworkCredit FundsInvestmentAI

About the role

Original posting from Qualitate via Ashby

ABOUT QUALITATE

Qualitate is building the AI-native primary intelligence platform for enterprises, investment firms, and asset managers. We automate the entire primary research workflow, from study design and expert recruitment through AI-moderated interviews and insight synthesis – replacing weeks of manual research with hours of high-signal output.

Expert research is a broken industry dominated by legacy incumbents with expensive, manual, and slow services. Investment and corporate strategy teams spend hundreds of hours coordinating intermediaries, scheduling expert calls, and synthesizing insights across fragmented providers. The process takes weeks to produce short-lived intelligence.

Qualitate transforms this workflow by autonomously conducting expert discussions at scale using AI. Qualitate’s AI Moderator interviews thousands of experts simultaneously each month, capturing forward-looking purchasing plans, competitive displacement, and real-time ROI signals. The platform turns these interviews into quantified, time-series outputs tracking over 10,000 public and private companies – queryable instantly in natural language.

Our customers include some of the world’s largest enterprises, hedge funds, PE firms, credit investors, and venture capital firms. We’re growing fast, and need account executives to help scale our GTM organization.

THE ROLE

You'll help drive Qualitate's expansion into the credit fund vertical, selling AI-powered primary intelligence into direct lending funds, distressed and special situations investment firms, CLO managers, private credit platforms, and PE firms with credit arms. This is a full-cycle closing role — you build your own pipeline, run your own demos, and close your own deals. The right person understands credit underwriting workflows and can show how Qualitate accelerates diligence and improves analytical rigor.

Credit funds use Qualitate to run industry expert diligence on new deals, map competitive landscapes, build management reference programs, and monitor portfolio companies. As part of our founding GTM team, you'll develop the messaging, case studies, and sales process for this vertical from scratch.

WHAT THE DAY-TO-DAY LOOKS LIKE:

  • Prospect into and close credit-focused investment firms, including direct lending funds, distressed and special situations investment firms, CLO managers, private credit platforms, and PE firms with credit arms. You own the full cycle.
  • Build pipeline through your own network, outbound prospecting, modern AI tooling, industry events, and creative approaches.
  • Run demos tailored to credit underwriting workflows: industry expert diligence on new deals, competitive landscape mapping, management reference programs, and portfolio monitoring.
  • Navigate institutional buying processes, including managing directors, heads of research, CIOs, investment committee members, compliance, and procurement.
  • Manage trials and proof-of-concepts through to conversion, driving adoption and purchasing in target accounts.
  • Feed product insights back to engineering. Your market signal directly shapes what we build.
  • Help build the sales playbook. As part of our founding go-to-market team, you’ll develop the messaging, case studies, competitive positioning, and sales process for this vertical from scratch.

WHO THIS ROLE IS FOR

  • 2–8 years of quota-carrying closing experience selling software, data, or research products into credit funds, private capital, or PE firms. You understand the difference between how a direct lender underwriting middle-market deals operates versus a distressed fund working through restructurings.
  • You have a network in the credit and private capital ecosystem. You can get meetings with deal team leads, heads of research, and managing directors without waiting for inbound.
  • You understand credit underwriting and due diligence workflows. How funds evaluate industries, assess management teams, model downside scenarios, and build conviction on new credits. You can map Qualitate’s capabilities to that process.
  • You’ve sold to skeptical, analytically rigorous buyers. You know how to earn credibility, demonstrate concrete value, and let the product speak.
  • You’re comfortable with consultative selling motions where the deal often starts with proving value on a live underwriting project before expanding into a platform commitment.
  • You’ve built. Early-stage or high-growth experience where the sales process wasn’t handed to you.

WHAT SETS YOU APART

  • Direct experience selling research tools, data products, or workflow software to credit-focused firms.
  • Familiarity with expert networks and how credit teams currently use (or underuse) them for industry diligence and management references.
  • You’ve been part of an early sales team where you helped build the GTM function.
  • Prior experience in credit research, leveraged finance, restructuring, or on a credit fund deal team before moving into sales.

COMPENSATION & BENEFITS

  • OTE: Competitive base + uncapped commissions with accelerators above quota. Early-stage equity stake.
  • Benefits: Health coverage, flexible PTO, paid holidays.
  • Location: NYC hybrid (3 days in-office, 2 days remote).

Source: Qualitate careers (Ashby)

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