CareerPlan

Strategic Account Executive - Financial Services

New York, NYFull-time$142k2026-10-06 → 2026-11-11
Based in United States

Core

Strategic Account Executive selling complex search, security, and observability SaaS solutions to Fortune 250 financial services clients.

Role type

Senior Strategic Account Executive (Financial Services)

Builds

Cloud-based search, security, and observability solutions for large financial institutions

Domain

Financial Services / Enterprise Software

Deliverable

product features

Required skills

Complex technology sales, C-level executive influence, strategic account planning, deal negotiation, SaaS licensing knowledge, technology landscape discovery, organizational mapping, competitive analysis, pipeline management

Preferred skills

Experience with American Express or large global financial services organizations, knowledge of credit card payment systems and banking building blocks (servicing, retail banking, fraud, audit)

Technologies

Elastic Search AI Platform, cloud-based search, security, and observability solutions

Responsibilities

Prospect, qualify, pursue, develop, and close strategic software and SaaS opportunities in assigned Fortune 250 accounts; develop trusted advisor relationships with senior executives; create compelling business cases and strategic plans; lead account relationships and sales cycles; maintain rolling pipeline; demonstrate technical proficiency with Elastic solutions

Seniority

Senior, hands-on IC