Account Executive

Posted Sep 28

This is a fully remote position, open to applicants in North America.

📋 Description

• 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.


⛳️ Requirements

• 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.


🏝️ Benefits

• 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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