Account Executive

This is a fully remote position, open to applicants in New York.

📋 Description

• Take full ownership of the sales cycle from prospecting to closing within a designated territory of banks, credit unions, and fintechs.

• Identify and qualify new opportunities through outbound prospecting, inbound follow-ups, events, and partner referrals.

• Develop and sustain a robust, accurately forecasted pipeline that consistently meets or surpasses quotas.

• Conduct structured discovery sessions to comprehend each prospect’s governance, risk, and compliance challenges.

• Deliver engaging, customized product demonstrations in collaboration with sales engineering and customer success teams.

• Oversee multi-stakeholder evaluations, proof-of-concept engagements, and sandbox provisioning.

• Create business cases, proposals, and pricing that align with customer requirements and budget cycles.

• Navigate through procurement, security, and legal reviews typically encountered by regulated financial services buyers.

• Negotiate and finalize contracts while ensuring customers are set up for a smooth onboarding experience.

• Guarantee seamless transitions to Customer Success after securing the deal.

• Maintain precise records, forecasts, and activity data within the CRM.

• Provide market and prospect insights to Product, Marketing, and Leadership teams.

⛳️ Requirements

• Proven experience in meeting and consistently achieving quotas in a B2B SaaS or financial services sales environment.

• Demonstrated capability to manage complex, multi-stakeholder sales cycles from start to finish.

• Exceptional skills in discovery, presentation, and negotiation.

• Comfort in selling a technical or consultative product to discerning buyers.

• Ability to engage with compliance, risk, operations, and executive stakeholders with confidence.

• Strong organizational, pipeline management, and follow-through abilities.

• Excellent written and verbal communication skills.

• Capability to juggle multiple priorities in a fast-paced environment.

🏝️ Benefits

• Flexible work arrangements.

• Opportunities for professional development.