CareerPlan

Sales Executive - New Logo (Named Accounts)

New York City / San FranciscoFull-time$125k–$150k2026-11-02 → 2026-11-10
No visa sponsorship

Core

Strategic enterprise sales role focused on acquiring new logo financial institutions (Banks & Credit Unions $20B+ AUM) and closing complex, multi-stakeholder deals.

Role type

Senior Enterprise Sales Executive (New Logo)

Builds

Transformational financial platforms for large banks and credit unions

Domain

Financial Services / Fintech

Required skills

Enterprise SaaS sales, complex platform selling, executive-level negotiation, regulatory/compliance navigation, strategic account planning, CRM proficiency

Preferred skills

MBA, experience with loan origination/digital lending/mortgage technology, cross-sell/upsell strategies

Technologies

Salesforce

Responsibilities

Develop multi-year account penetration strategies for target banks, build trusted relationships with C-suite executives, lead discovery and ROI-based business cases, drive pricing and contract negotiation, orchestrate internal/external stakeholders, maintain accurate pipeline forecasts, lead Quarterly Business Reviews (QBRs), coordinate due diligence escalations

Seniority

Senior, hands-on IC