Account Executive - Financial Services Industry
Core
Lead strategic accounts in the financial services industry (major banks and securities firms) to drive AI adoption, business reform, and digital transformation using Microsoft solutions and the partner ecosystem.
Role type
Senior Account Executive (Financial Services)
Builds
Enterprise and strategic account transformations in banking and securities
Domain
Financial Services (Banking & Securities) + Enterprise Technology
Deliverable
client delivery
Required skills
Strategic selling, consultative selling, executive selling, complex deal management, account planning, pipeline management, forecast management, executive relationship management, AI transformation leadership, business acumen, financial statement analysis, regulatory compliance knowledge (FISC, Financial Services Agency, risk management), change management, negotiation, facilitation, CXO-level negotiation, board-level presentation
Preferred skills
Growth mindset, customer obsession, strategic thinking, decision-making in ambiguous situations, ownership, cross-functional leadership
Technologies
Microsoft Cloud Platform, AI, Security, Data Platform, Application Modernization, Hybrid Infrastructure
Responsibilities
Develop and execute long-term account plans and growth strategies for major banks and securities firms; lead cross-functional teams including Solution Specialists and Customer Success; drive revenue targets, forecast accuracy, and pipeline creation; lead AI and digital transformation initiatives; manage executive relationships and sponsorships at the CXO/board level; orchestrate collaboration with global engineering and consulting teams.
Seniority
Senior, hands-on IC with strategic leadership
