Account Executive, Scale, Financial Services
Core
Full-cycle sales role for Financial Services clients, managing new business acquisition and account growth.
Role type
Account Executive (Financial Services)
Builds
Customer engagement platform features for marketing and customer experience
Domain
Marketing Technology / Financial Services
Deliverable
product features
Required skills
SaaS sales, pipeline management, consultative selling, stakeholder influence, data analysis, complex system navigation
Preferred skills
Financial Services sales experience, Growth/Marketing team sales, analytics/CRM/marketing automation background
Technologies
CRM, marketing automation platforms, data storage solutions
Responsibilities
Prospecting and closing new business deals, managing 8-14 customer accounts, acting as strategic advisor, collaborating with Marketing/Product/Tech executives, navigating large SaaS investments
Seniority
Mid-level, hands-on IC
