Financial Services Industry Account Executive
Core
Define and execute enterprise AI and agentic transformation strategies for banking and insurance customers, positioning AI agents to optimize operations and customer engagement.
Role type
Senior Account Executive (Enterprise AI & Digital Transformation)
Builds
AI-powered experiences, intelligent operating models, and autonomous business processes for financial services enterprises.
Domain
Financial Services (Banking, Insurance) + Enterprise AI & Digital Transformation
Deliverable
client delivery
Required skills
Enterprise sales, account management, territory management, complex deal cycle leadership, C-suite relationship building, commercial strategy, financial services domain knowledge, AI technology curiosity, cross-functional team orchestration, consensus building.
Preferred skills
Experience driving digital transformation, knowledge of risk management and compliance, ability to influence senior leaders without direct authority.
Technologies
AI, data, cloud, security, productivity tools, business applications
Responsibilities
Partner with executives to reimagine customer engagement and operations; guide customers on AI adoption journeys; develop and execute territory/account strategies for revenue growth; lead complex deal cycles from discovery to value realization; orchestrate specialists and partners to connect technology investments to measurable outcomes.
Seniority
Senior, hands-on IC with strategic account leadership
