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 and AI software solutions to Fortune 250 financial services clients.

Role type

Senior Strategic Account Executive (Financial Services)

Builds

Enterprise search, security, and observability SaaS solutions for large financial institutions

Domain

Financial Services / Enterprise Software

Deliverable

product features

Required skills

Complex B2B technology sales, C-level executive influence, strategic account planning, deal negotiation, SaaS licensing, technology landscape discovery, organizational mapping, competitive analysis

Preferred skills

Experience with American Express or large global financial services, knowledge of credit card payment systems and banking infrastructure, subscription sales expertise

Technologies

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

Responsibilities

Prospect, qualify, and close strategic software 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 a rolling pipeline; demonstrate technical proficiency with Elastic solutions

Seniority

Senior, hands-on IC