Prospect, manage, and close new business with large financial institutions (e.g., wealth management, broker-dealers, banks, insurance firms).
Drive discovery calls, demos, and collaborative solution design for prospective clients.
Lead consultative sales processes to deeply understand financial institutions’ pain points, priorities, and buying processes.
Develop, negotiate, and close high-value, multi-stakeholder SaaS deals.
Build relationships with executive, technical, and business stakeholders on the client side.
Collaborate cross-functionally with product, customer success, and marketing to deliver value throughout the client lifecycle.
Manage a robust pipeline using CRM tools, providing accurate forecasting and reporting.
Stay ahead of industry trends, client challenges, and the competitive landscape.

Minimum 5 years of experience in enterprise SaaS sales or similar, with a track record of exceeding quotas.
Proven success selling to large financial institutions (RIAs, BDs, banks, or insurance firms).
Deep experience with consultative, solution-based selling and multi-stakeholder deal management.
Strong understanding of financial services workflows, buying processes, and compliance requirements.
Excellent communication, negotiation, and presentation skills (verbal and written).
Ability to navigate complex, long sales cycles and build senior-level trust.
High degree of ownership, self-motivation, and resourcefulness.
Experience using CRM tools (e.g., Salesforce, HubSpot).
Bachelor’s degree or equivalent experience preferred.

Enterprise Account Executive

Key skills