CareerPlan

Account Executive

Los Angeles, United StatesFull-time2026-09-28 → 2026-11-11

Core

Founding Account Executive building a self-sourced pipeline for an AI platform serving financial institutions in North America.

Role type

Founding Account Executive (B2B SaaS)

Builds

Production-grade AI backbone for banking workflows

Domain

Financial Services / Fintech / AI

Deliverable

production ML models

Required skills

B2B SaaS sales, financial services sales, net-new logo acquisition, C-suite selling, multi-threaded deal management, startup sales experience, data/AI platform selling

Preferred skills

North America banking/credit union relationships, community bank/credit union sales experience

Technologies

CRM, sales engagement tools, pipeline management tools

Responsibilities

Build and manage self-sourced pipeline of mid-market and regional financial institutions, run full sales cycle from outreach to close, develop deep knowledge of accounts' data infrastructure and strategy, run product demonstrations, feed market intelligence to CEO and product team, attend industry events, establish sales templates and playbook

Seniority

Senior, founding hire