Account Executive
Core
B2B Account Executive selling and implementing an AI platform for financial advice firms, owning the full lifecycle from demo to account growth.
Role type
Senior B2B Account Executive (Solutions/Sales)
Builds
AI-powered financial advice platform for firms
Domain
Financial Services / Fintech / AI
Deliverable
production ML models | product features
Required skills
B2B sales, full-cycle deal ownership, consultative selling, process mapping, environment configuration, onboarding, account expansion, stakeholder education
Preferred skills
Financial advice industry background, understanding of advice workflows (SOA, paraplanner roles), ability to work in ambiguity
Technologies
AI platforms, document management systems, workflow automation tools
Responsibilities
Conduct product demos and discovery calls, map client advice workflows, close deals end-to-end, configure client environments and templates, onboard and train client teams, drive account expansion and tier upgrades, gather product feedback from the field
Seniority
Mid-Senior, hands-on IC