CareerPlan

Enterprise Account Executive - Financial Services, New York/Northeast

Remote - USFull-time2026-10-09 → 2026-11-11
Hybrid

Core

Closing enterprise deals for Qualtrics Experience Management (XM) platform with global financial institutions to drive digital transformation and client retention.

Role type

Senior Enterprise Account Executive (Financial Services)

Builds

Enterprise SaaS platform (XM) for financial institutions

Domain

Financial Services (Banking, Wealth Management, Insurance, Fintech)

Required skills

Enterprise SaaS sales, MEDDPICC/MEDDIC sales process, Salesforce.com, complex contract negotiation, strategic negotiation, C-level relationship building, competitive landscape analysis, ROI modeling, regulatory compliance navigation

Preferred skills

BFSI sector experience, fintech experience, wealth management experience, insurance experience

Technologies

Qualtrics XM, Salesforce.com

Responsibilities

Quarterback strategic enterprise deals with Fortune 500 banks and fintech leaders; Hit and exceed quarterly and annual revenue quotas; Cultivate C-level and VP-level relationships across Consumer Banking, Wealth & Asset Management, and Digital Transformation; Develop deep domain knowledge of Qualtrics XM offerings; Maintain real-time understanding of the competitive landscape; Partner cross-functionally with Professional Services, Solutions Engineering, and Customer Success.

Seniority

Senior, hands-on IC