Enterprise Account Executive
Core
Enterprise Account Executive selling and implementing an AI platform for financial advisers to multi-stakeholder organizations like licensees and dealer groups.
Role type
Enterprise Account Executive (Sales + Implementation)
Builds
AI-powered financial advice platform for firms
Domain
Financial Services / Fintech
Deliverable
production ML models | product features
Required skills
Enterprise B2B sales, consultative selling, stakeholder management, process mapping, account management, rollout execution, training, adoption management, travel
Preferred skills
Financial advice industry experience, advice operations experience, experience with licensees or dealer groups, implementation experience with larger firms
Technologies
AI platform, financial advice software
Responsibilities
Sell to complex buying groups including advice leadership, compliance, and operations; conduct detailed discovery and process mapping across firms; configure environments and drive adoption; train teams and educate staff; manage account growth and expansion; provide feedback on objections and feature requests.
Seniority
Mid-Senior, hands-on IC