Senior Account Executive, Strategic Growth - Financial Services

Accountabilities: • Partner with the global sales organization to execute strategic growth plans across a defined portfolio of financial services accounts and shared revenue targets.

• Drive expansion within existing client relationships by researching opportunities, prospecting new teams, initiating conversations, conducting product demonstrations, managing trials, and closing sales.

• Build and maintain strong relationships with financial services clients, becoming a trusted partner by understanding their business priorities, challenges, and evolving needs.

• Prospect proactively across existing client organizations and develop a consistent pipeline of expansion opportunities.

• Collaborate with Global Customer Success, Sales Development, Product Specialist, and other internal teams to maximize growth across assigned accounts.

• Develop strong internal partnerships, secure stakeholder alignment, and coordinate resources to support revenue outcomes.

• Maintain accurate forecasts and build the pipeline required to achieve and exceed revenue objectives.

• Work closely with Product Specialists during customer trials to maintain engagement and demonstrate product value.

• Gather market intelligence and customer feedback and communicate insights to sales, product management, content, and product marketing teams.

• Identify industry trends and evolving customer requirements to help inform future product and commercial strategies.

• Conduct value-based product demonstrations and clearly communicate solutions to stakeholders across different levels of client organizations.

• Travel regularly to meet clients and support strategic account development.

Requirements:

• 7+ years of relevant B2B SaaS sales experience, with an established customer network within the financial services sector.

• Experience selling to financial services organizations across both buy-side and sell-side markets.

• Proven track record of consistently exceeding sales targets and delivering strong commercial results.

• Experience managing six-figure or seven-figure annual revenue targets.

• Strong full-cycle sales capabilities, including prospecting, discovery, value-based selling, product demonstrations, trials, negotiation, and closing.

• Ability to identify expansion opportunities within complex enterprise accounts and develop strategic account growth plans.

• Strong understanding of the financial services industry, competitive landscape, and customer needs.

• Excellent listening, questioning, and consultative selling skills, with the ability to uncover underlying client requirements.

• Strong communication and presentation skills, with the ability to explain complex concepts and value propositions clearly to stakeholders at all organizational levels.

• Proven ability to build rapport, establish trusted relationships, and collaborate effectively with both clients and internal teams.

• Entrepreneurial mindset, strong initiative, curiosity, energy, and commitment to achieving ambitious goals.

• Ability to learn quickly, incorporate feedback, and adapt effectively in a fast-moving environment.

• Willingness and ability to travel regularly to meet clients.

Benefits:

• Base compensation range of $158,000–$217,000 USD.

• Competitive benefits program.

• Generous commission plan with uncapped earning potential.

• Equity participation.

• Opportunity to work within a global, high-growth B2B SaaS environment.

• Exposure to major financial services organizations and strategic enterprise accounts.

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