Account Executive
Core
B2B sales role selling consumer credit and identity monitoring solutions to financial institutions and fintechs.
Role type
Account Executive (B2B SaaS)
Builds
Consumer credit solutions, identity monitoring tools, privacy protection, financial ads marketplace
Domain
Fintech, Banking, Financial Services
Deliverable
client delivery
Required skills
B2B SaaS sales, selling to financial institutions, strategic partnership development, prospecting, lead generation, closing sales, CRM proficiency (Salesforce), travel management
Preferred skills
experience in digital banking, credit services, or debt settlement, AI tool adoption
Technologies
Salesforce, AI tools
Responsibilities
Develop growth strategy for financial gain and client satisfaction, build and maintain client relationships, consult with prospects to recommend products, research prospect companies and markets, present sales proposals, attend trade association meetings and conferences, travel to meet clients or attend conferences
Seniority
Mid-Senior level (4+ years experience)