CareerPlanSign in

Account Executive, Existing Business - Financial Services

💼 Full-time💰 $99,000–$99,000🗓 2026-09-18 → 2026-09-26

Core

Farm existing client relationships in the Financial Services market to drive upsell revenue for an AI-driven market intelligence platform.

Role type

Existing Business Account Executive (Financial Services)

Builds

Enterprise AI market intelligence platform for hedge funds, asset managers, and investment banks

Domain

Financial Services / AI / Market Intelligence

Deliverable

product features

Required skills

SaaS sales experience, financial services domain knowledge, pipeline management, enterprise prospecting, demo delivery, stakeholder influence

Preferred skills

Experience with buy-side and sell-side clients, ability to travel monthly/quarterly

Technologies

AI-driven search and market intelligence platform

Responsibilities

Manage end-to-end sales processes for existing accounts, conduct product demos and trials, forecast sales pipeline, gather client feedback for product enhancement

Seniority

Mid-Senior, hands-on IC

Sourced via greenhouse · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.