
Account Executive
Posted Sep 28

Posted Sep 28
This is a fully remote position, open to applicants in North America.
• Manage the entire sales cycle within a specified North American territory.
• Focus on targeting banks, community credit unions, and financial institutions with assets ranging from $500 million to $20 billion.
• Create and oversee a self-sourced pipeline of mid-market and regional financial institutions across North America.
• Primarily self-source the pipeline, especially during the initial year.
• Conduct sales cycles from the first outreach all the way to commercial closure.
• Handle deals typically valued between $80k and $300k in Annual Recurring Revenue (ARR).
• Acquire extensive knowledge of account data infrastructure, digital banking strategies, marketing functions, and key stakeholders.
• Perform product demonstrations that effectively translate predictive analytics and AI advisor capabilities into revenue and engagement results.
• Collaborate with the CEO and product team to deliver market intelligence for strategic roadmap and positioning decisions.
• Participate in industry events to enhance visibility and develop the sales pipeline.
• Establish Insait's sales processes in North America, including objection handling and playbook creation.
• Report directly to the CEO and engage in weekly leadership discussions.
• 5 to 9 years of experience in B2B SaaS sales.
• A minimum of 3 years in sales targeting financial services institutions.
• Proven track record of securing net-new logo business in the $80k to $300k Annual Contract Value (ACV) range.
• Experience in selling a data, analytics, marketing technology, or AI platform to financial services buyers.
• Demonstrated success in selling to Chief Revenue Officers (CROs) or other revenue leaders in financial institutions.
• Ability to construct business cases focused on revenue growth, cross-selling, and customer acquisition.
• Comfortable managing multi-threaded deals involving IT, marketing, data, and C-suite stakeholders.
• Background in a startup environment with fewer than 100 employees.
• Experience in building a pipeline from the ground up without a fully developed Sales Development Representative (SDR) team or extensive marketing support.
• Residing in North America.
• Established relationships within the US banking or credit union ecosystem are preferred.
• Capability to develop and advance a pipeline without inbound or SDR support.
• Strong skills in qualification processes.
• Proficient in mapping accounts, identifying economic buyers, champions, and blockers, as well as developing multi-threaded engagement strategies.
• Ability to structure deals, manage procurement challenges, and close effectively.
• Adequate knowledge of data and AI concepts to conduct credible product demonstrations and address technical objections.
• Competence in translating product capabilities into tangible business outcomes.
• Familiarity with CRM systems, sales engagement tools, and pipeline management.
• Excellent written, video call, and in-person communication skills.
• Resilience in navigating enterprise fintech sales.
• Direct access to the CEO.
• Significant input into product roadmap, pricing, and go-to-market strategy.
• A commission plan that the new hire will help to design.
• Opportunities to attend key industry events.
• Investment and access from the leadership team.
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