CareerPlan

Enterprise Account Executive (Financial Services)

San Francisco, CAFull-time$200k2026-10-06 → 2026-11-11

Core

Strategic enterprise sales role selling complex agentic AI solutions (autonomous workflows powered by LLMs) to large financial services institutions.

Role type

Senior Enterprise Account Executive (Financial Services)

Builds

High-impact AI programs for banks, insurers, asset managers, and fintechs

Domain

Financial Services (Banking, Insurance, Capital Markets, Fintech) + Agentic AI

Deliverable

production ML models

Required skills

Enterprise sales methodology, multi-threaded account planning, executive stakeholder engagement, ROI modeling, regulatory navigation, pipeline forecasting, Salesforce/Clari proficiency

Preferred skills

Selling AI/ML or data platforms, deep financial services workflow knowledge, risk/compliance background, high-growth tech environment experience

Technologies

Salesforce, Clari

Responsibilities

Own full customer lifecycle from origination to expansion, lead complex deal cycles with business case development, partner with Solutions Engineering on pilots and deployments, act as voice of customer to inform product roadmap, maintain pipeline hygiene

Seniority

Senior, hands-on IC