Account Executive, Financial Services

📋 Description

• Own the full sales cycle for SaaS-based risk, compliance, and third-party management solutions
• Identify, develop, and close new-logo opportunities through proactive outbound prospecting
• Build and maintain a healthy pipeline of qualified opportunities, ensuring accurate deal
• Conduct consultative discovery conversations with senior leaders to understand regulatory
• Develop compelling, outcomes-based sales narratives that clearly communicate business value, return
• Navigate multi-threaded and complex sales cycles by building relationships across technical

🎯 Requirements

• Bring at least 5 years of SaaS sales experience, with 2 or more years selling into Wealth, Trust
• Demonstrated success in new-logo acquisition roles, including experience managing annual sales
• Proven ability to independently generate a significant portion of pipeline, with experience
• Experience selling compliance, risk management, vendor management, workflow automation, or
• Strong understanding of complex, multi-stakeholder sales processes and the ability to navigate
• Excellent discovery, storytelling, presentation, and consultative selling skills, with the ability

🎁 Benefits

• Fast-paced and collaborative work environment with opportunities for professional growth.
• Responsible PTO plan that meets or exceeds applicable state and local medical and family leave
• 11 paid company holidays.
• Community and social events designed to support team engagement.
• Mental health benefits and wellbeing support.
• Medical, dental, and vision insurance.