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Fiscal.ai

Fiscal.ai

finchat.io

3 Jobs

34 Employees

About the Company

The complete investment research platform and API for public company financial data.

Listed Jobs

Company background Company brand
Company Name
Fiscal.ai
Job Title
Chief of Staff
Job Description
**Job Title**: Chief of Staff **Role Summary**: Strategic advisor to the CEO, driving alignment on revenue growth, talent development, and operational execution for a fast-growing financial data platform. Focus on translating leadership priorities into actionable initiatives and amplifying executive bandwidth. **Expectations**: - Execute strategic goals across business functions. - Manage cross-functional planning and communication. - Lead high-impact projects and special initiatives. **Key Responsibilities**: - Partner with leadership to align company strategy across revenue, talent, and operations. - Develop and maintain executive planning frameworks (e.g., OKRs, roadmaps). - Coordinate communication between leadership and teams to ensure transparency. - Lead special projects requiring collaboration between product, business, and engineering. - Support managers in setting and achieving team targets. - Represent leadership in strategic partnerships, events, and conferences. **Required Skills**: - 5-10 years in management consulting, strategy, operations, or startup environments. - Proven experience advising executives on cross-functional initiatives. - Strong public speaking and business development capabilities. - Track record of managing end-to-end strategic projects. - Sector experience in financial services, technology, or data infrastructure. - Familiarity with AI, capital markets, or product development preferred. **Required Education & Certifications**: None specified.
Toronto, Canada
Hybrid
Senior
14-10-2025
Company background Company brand
Company Name
Fiscal.ai
Job Title
Head of Sales
Job Description
Job Title: Head of Sales Role Summary: Lead the end‑to‑end sales organization for a B2B SaaS financial data platform, building a scalable high‑velocity pipeline, hiring and coaching a performance‑driven team, and driving revenue from $5M to $20M ARR and beyond. Expectations: Deliver multi‑million ARR growth, establish repeatable sales processes, maintain accurate forecasting, close enterprise deals, and provide strategic leadership across the sales function. Key Responsibilities: - Own pipeline generation, forecasting, deal management, and revenue targets. - Develop and refine a scalable sales playbook for inbound and outbound motions. - Hire, coach, and manage Account Executives and Sales Development Representatives. - Partner with CEO and Marketing to define messaging, target accounts, and campaign strategy. - Lead strategic enterprise opportunities and maintain relationships with key customers and partners. - Collaborate with Product and Customer Success to ensure seamless handoffs and identify expansion opportunities. Required Skills: - 8+ years of sales experience with 3+ years in sales leadership (Head, Director, or VP). - Proven track record building and scaling B2B SaaS sales teams at early‑stage to growth stages. - Experience meeting or exceeding multi‑million ARR targets. - Strong understanding of sales operations, forecasting, metrics, and pipeline management. - Excellent leadership, coaching, recruitment, and talent development capabilities. - Analytical mindset with data‑driven performance optimization. - Exceptional communication and executive presence. Required Education & Certifications: - Bachelor’s degree in Business, Finance, Marketing, or related field. - Relevant sales certifications (e.g., Certified Professional Sales Person, Sales Management Certifications) are a plus.
Toronto, Canada
Hybrid
Senior
03-11-2025
Company background Company brand
Company Name
Fiscal.ai
Job Title
Account Executive
Job Description
**Job Title:** Account Executive **Role Summary:** Drive B2B sales for an API‑based financial data platform. Manage the entire sales cycle—lead generation, product demos, negotiations, and closing—targeting mid‑market and enterprise clients such as asset managers, hedge funds, and financial institutions. **Expectations:** - Consistently exceed quarterly sales quotas. - Own a pipeline of mid‑market/enterprise opportunities from prospect to close. - Collaborate closely with product and leadership to refine go‑to‑market strategy. - Maintain a high level of professionalism and compliance with industry standards. **Key Responsibilities:** - Prospect, qualify, and secure new business via outbound and inbound channels. - Conduct engaging demos and technical presentations of API offerings. - Negotiate terms, manage contracts, and secure signed agreements. - Provide real‑time updates on pipeline, forecasts, and performance metrics. - Build and nurture long‑term relationships with key decision‑makers. - Offer feedback to product and marketing teams on customer needs and market trends. **Required Skills:** - 3+ years of full‑cycle B2B sales experience with proven quota attainment. - Strong knowledge of finance, investing, and financial institutions. - Proficiency with CRM tools (e.g., Salesforce, HubSpot) and modern sales methodologies. - Exceptional communication, presentation, and negotiation abilities. - Ability to manage multiple priorities and operate independently. **Required Education & Certifications:** - Bachelor’s degree in Business, Finance, or related field. - Industry certifications (e.g., CFA, CFP) are a plus but not mandatory. ---
Toronto, Canada
Hybrid
Junior
12-11-2025