About the company
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Account Executive, Strategic Growth - Financial Services based in United States.
Responsibilities
- 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.
Conditions
- 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.