Account Executive, Financial Institutions

This is a fully remote position, open to applicants in United States.

📋 Description

• Discover new opportunities and actively nurture leads within the compliance and risk management sectors of financial institutions.

• Conduct informed and consultative meetings with senior executives at financial institutions, showcasing the business value of our products to drive incremental revenue growth.

• Formulate and implement strategies to expand a pipeline of deals within a designated territory, aiming to enhance the organization's overall revenue.

• Oversee qualified opportunities through the sales funnel stages from initial engagement to contracting and onboarding, collaborating with key stakeholders across the organization to secure new business effectively.

• Exhibit outstanding CRM (Salesforce.com, Gong, etc.) practices to maintain up-to-date and accurate forecasts.

• Establish initiatives for yourself and your Business Development Representative, focusing on targeting both existing and new financial institutions to generate new opportunities.

• Draft sales proposals, applying independent judgment and discretion to identify services based on client needs, which will be highlighted during client demonstrations.

• Schedule and conduct face-to-face meetings with VP and C-level executives, effectively communicating and articulating solution value while managing the complete sales cycle.

• Increase revenue within both new and existing accounts by identifying sales opportunities and successfully guiding them through the contracting process.

⛳️ Requirements

• Over 5 years of software sales experience within the financial services sector.

• Strong verbal and written communication skills, especially in sales communications.

• Experience in selling to or providing services for financial or banking institutions.

• Proven track record in selling SaaS software solutions.

• Domain knowledge in GRC (Governance, Risk, and Compliance) software or related areas.

• Willingness to travel as required.

• Proficiency in using Salesforce.com (CRM) to monitor sales progress through the pipeline.

• Experience presenting to C-level executives with a consultative selling approach.

• Ability to apply independent judgment and discretion based on your experience and expertise.

🏝️ Benefits

• A vibrant and fast-paced work atmosphere.

• Responsible PTO Plan that meets or exceeds state and local medical and family leave regulations.

• 11 paid holidays.

• Community and social events to keep you connected and engaged.

• Mental Health Benefits.

• Medical, Dental, and Vision insurance.

• Company-funded Group Life Insurance, Short- and Long-Term Disability.

• Flexible Spending Account & Health Savings Account.

• Aflac Benefits – Critical Illness, Cancer Protection, & Hospital Choice.

• Pet Insurance.

• 401(k) with company match, available from Day 1 of employment.

• 2 Paid Volunteer Time Off Days.

• And much more!