Generate and qualify new opportunities using AI-assisted research, account analysis, and signal detection
Use Copilot and AI tools to identify customer pain points, triggers, and environment gaps
Analyze financial institutions’ channel, ATM, and self-service environments
Conduct structured discovery conversations informed by AI-driven preparation
Collaborate with senior account executives, software specialists, and sales engineers
Ensure orders reflect correct terms, pricing, and subscription structures
Analyze pipeline and sales performance trends
Continuously refine selling approaches through feedback and experimentation

Software Account Executive

Key skills