Sr CRM Account Executive - Financial Services
Core
Drive adoption of CRM and AI-powered workflow solutions for Global Finance Institutions, focusing on front office transformation and enterprise-wide digital transformation.
Role type
Senior Account Executive (Financial Services Vertical)
Builds
Enterprise-scale CRM and AI products for banking, insurance, and wealth management
Domain
Financial Services / Enterprise Software
Deliverable
client delivery
Required skills
Financial Services industry expertise, enterprise software sales, consultative selling, pipeline generation, account planning, solution selling
Preferred skills
AI integration experience, new logo hunting, team enablement
Technologies
ServiceNow CRM, AI-powered workflow solutions
Responsibilities
Develop and execute territory strategy for high-value use cases in banking/insurance/wealth management; Prospect and grow pipeline in CRM greenfield accounts; Partner with account teams and implementation partners to close net new sales; Act as Financial Services CRM Authority and coach Account Executives
Seniority
Senior, hands-on IC
