CrawlJobs Logo
Scale Logo Scale · Sales

Enterprise Account Executive (Financial Services)

United States, New York, NY Employment contract 200000.00 - 230000.00 USD / Year · Job Posted May 04, 2026
Apply Position
Job Link Share

Job Description

The Enterprise Account Executive (Financial Services) will report to the Director of Enterprise GTM and own revenue growth across a portfolio of Scale AI’s most strategic financial services customers and prospects. This role is focused on selling complex, agentic AI solutions -autonomous workflows powered by LLMs and human-in-the-loop systems - into large banks, insurers, asset managers, and fintechs.

Job Responsibility

  • Own and expand relationships with the largest financial services institutions (banks, insurers, capital markets, fintech), focusing on high-impact, multi-year AI transformations
  • Sell agentic AI solutions by mapping Scale’s capabilities to mission-critical workflows (e.g., underwriting, fraud, compliance, customer ops, investment research)
  • Build trusted relationships with executive stakeholders (CIO, CTO, Chief Data/AI Officer, Heads of Risk/Operations/Lines of Business) and guide enterprise AI strategy
  • Develop and execute multi-threaded account plans that drive net-new revenue, expansion, and long-term platform adoption
  • Lead complex deal cycles, including business case development, ROI modeling, and mutual close plans across new business, renewals, and expansions
  • Partner deeply with Solutions Engineering to shape and land technically credible pilots, POVs, and production deployments
  • Navigate regulatory, security, and procurement processes unique to financial services environments
  • Act as the voice of the customer internally—informing product roadmap, agent design, and vertical-specific solutions
  • Maintain a strong command of pipeline, forecasting, and deal hygiene using Salesforce, Clari, and related tools
  • Operate with urgency and precision in a fast-paced, highly cross-functional environment

Requirements

  • 8–12+ years of enterprise sales experience, with significant focus on financial services (banking, insurance, capital markets, or fintech)
  • Proven track record of closing and expanding large, complex, multi-million dollar enterprise deals within highly regulated environments
  • Experience selling AI/ML, data platforms, or workflow automation technologies, with the ability to position agentic / LLM-driven solutions at a business and technical level
  • Deep understanding of financial services workflows (e.g., underwriting, claims, fraud, KYC/AML, research, operations) and how technology transforms them
  • Demonstrated success engaging and influencing executive stakeholders, including building and delivering compelling business cases and ROI narratives
  • Strong command of enterprise sales methodology, including account planning, multi-threading, and disciplined forecasting
  • Ability to navigate ambiguity, long sales cycles, and complex stakeholder landscapes with high ownership and resilience
  • Excellent communication and storytelling skills across both technical and non-technical audiences
  • High level of business acumen, technical curiosity, and a consultative, customer-first mindset

Nice to have

  • Experience selling agentic AI, LLM platforms, or automation solutions into financial services
  • Background working with or alongside risk, compliance, or data organizations within large enterprises
  • Familiarity with regulatory considerations (e.g., model risk management, auditability, data privacy) in AI deployments
  • Prior experience in high-growth or emerging technology environments

What we offer

  • Comprehensive health, dental and vision coverage
  • retirement benefits
  • learning and development stipend
  • generous PTO
  • commuter stipend (may be eligible)
Scale - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Enterprise Account Executive (Financial Services)

8 matching positions

Enterprise Account Executive, Financial Services

We are looking for an Enterprise Account Executive, Financial Services. You will...
Location
Location
Germany , Frankfurt
Salary
Salary:
Not provided
appian.com Logo
Appian Corporation
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience navigating a complex sales cycle from start to finish, leveraging internal resources within the larger sales organisation, cross functionally with the customer success team and externally across customer and partner ecosystems
  • Strong presentation skills for delivering in-person and virtual presentations to LOB & IT audiences, highlighting your ability to perform client discovery, communicate ROI and build business value
  • In-depth understanding of Banking / Financial institutions across DACH and their buying behaviours
  • To be a trusted advisor to both customers and colleagues to leverage multiple stakeholders throughout complex deals
  • To actively seek to understand industry trends to help position against competitors
  • Significant direct selling experience as an Enterprise Account Executive, selling complex technologies at the enterprise level to Global 2000 customers
  • History of consistent quota achievement
  • Examples of landing new customer logos
  • Strong job tenure: history of displaying loyalty and perseverance through long, stable job tenure and positive career trajectory
  • Fluent English & German
Job Responsibility
Job Responsibility
  • Driving revenue growth in major accounts
  • Establishing relationships and providing direct touch across all levels of the end customer
  • Engaging with the top SIs
  • Penetrating new customers and organisations within your assigned accounts
  • Attaining and exceeding sales performance goals
What we offer
What we offer
  • Health coverage
  • Employee Assistance Program (EAP) with free mental health support
  • Life and disability insurance
  • Employee Stock Purchase Program (ESPP)
  • Retirement/pension plan
  • Wellness dollars
  • Tuition reimbursement
  • Family-forming benefits
  • Fulltime
Read More
Arrow Right

Senior Enterprise Account Executive, Financial Services

We are seeking a driven, high-energy individual who is passionate about new busi...
Location
Location
United States , New York City
Salary
Salary:
280000.00 - 330000.00 USD / Year
creandum.com Logo
Creandum
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7+ years of proven success in enterprise software sales with a consistent track record of exceeding targets within the Financial Services Industry (FSI)
  • Demonstrated experience managing complex sales processes within NYC enterprise markets, specifically focusing on Data Warehousing, AI/ML, or Fraud/Risk Management
  • Proven ability to independently develop close relationships with C-level stakeholders at major banks while managing long-term business engagements
  • Deep understanding of commercial open-source business models, including selling on-premise and secure cloud/SaaS hybrid solutions for regulated environments
  • Ability to craft and execute sales strategies tailored to the Banking and Securities industry, leveraging partner and Go-to-Market knowledge
  • Strong presentation, communication, and organizational skills with a knack for building strong business champions
  • Familiarity with sales methodologies such as MEDDIC, SPIN, or Challenger Sales, and experience working in a fast-paced, competitive market
  • Experience collaborating with cross-functional teams to deliver on customer expectations, including Pre-Sales, Marketing, Customer Success, and Field Engineering resources
  • Proven ability to build and nurture relationships with key decision-makers, including CTOs, IT leaders, and technical end users, while collaborating with Solution Architects, Professional Services, and Channel Partners
Job Responsibility
Job Responsibility
  • Develop and execute a strategic territory plan targeting large New York City banking institutions, focusing on mission-critical use cases to build a robust pipeline and achieve sales objectives
  • Become an expert in our product offerings and industry solutions, delivering compelling demos and proposals that articulate business value for complex financial ecosystems
  • Leverage deep knowledge of the NYC financial market to position our solutions as the best fit for customer needs, highlighting advantages over legacy relational databases and competing technologies
  • Lead complex sales cycles with a solution-based approach, employing strategic selling tactics, including the Land & Expand model, to grow high-value banking accounts
  • Manage the full sales process from prospecting to closing, consistently securing new logos and expanding within the world's largest financial organizations
  • Provide guidance and mentorship to SDRs and Field Marketing to align on banking-specific target accounts and support pipeline development
  • Maintain accurate and up-to-date information within the CRM system, ensuring data integrity and adhering to rigorous forecasting guidelines
  • Develop strong partnerships with public cloud providers (AWS, Google, Microsoft Azure) and leverage these relationships to drive growth within cloud-first banking initiatives
What we offer
What we offer
  • medical, dental, and vision benefits
  • 401(k)
  • paid time off
  • certain leaves of absence
  • stock option grant
  • annual bonus (for certain roles)
  • Fulltime
Read More
Arrow Right

Senior Enterprise Account Executive, Financial Services

We are seeking a driven, high-energy individual who is passionate about new busi...
Location
Location
United States , New York City
Salary
Salary:
250000.00 - 330000.00 USD / Year
creandum.com Logo
Creandum
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7+ years of proven success in enterprise software sales with a consistent track record of exceeding targets within the Financial Services Industry (FSI)
  • Demonstrated experience managing complex sales processes within NYC enterprise markets, specifically focusing on Data Warehousing, AI/ML, or Fraud/Risk Management
  • Proven ability to independently develop close relationships with C-level stakeholders at major banks while managing long-term business engagements
  • Deep understanding of commercial open-source business models, including selling on-premise and secure cloud/SaaS hybrid solutions for regulated environments
  • Ability to craft and execute sales strategies tailored to the Banking and Securities industry, leveraging partner and Go-to-Market knowledge
  • Strong presentation, communication, and organizational skills with a knack for building strong business champions
  • Familiarity with sales methodologies such as MEDDIC, SPIN, or Challenger Sales, and experience working in a fast-paced, competitive market
  • Experience collaborating with cross-functional teams to deliver on customer expectations, including Pre-Sales, Marketing, Customer Success, and Field Engineering resources
  • Proven ability to build and nurture relationships with key decision-makers, including CTOs, IT leaders, and technical end users, while collaborating with Solution Architects, Professional Services, and Channel Partners
Job Responsibility
Job Responsibility
  • Develop and execute a strategic territory plan targeting large New York City banking institutions, focusing on mission-critical use cases to build a robust pipeline and achieve sales objectives
  • Become an expert in our product offerings and industry solutions, delivering compelling demos and proposals that articulate business value for complex financial ecosystems
  • Leverage deep knowledge of the NYC financial market to position our solutions as the best fit for customer needs, highlighting advantages over legacy relational databases and competing technologies
  • Lead complex sales cycles with a solution-based approach, employing strategic selling tactics, including the Land & Expand model, to grow high-value banking accounts
  • Manage the full sales process from prospecting to closing, consistently securing new logos and expanding within the world's largest financial organizations
  • Provide guidance and mentorship to SDRs and Field Marketing to align on banking-specific target accounts and support pipeline development
  • Maintain accurate and up-to-date information within the CRM system, ensuring data integrity and adhering to rigorous forecasting guidelines
  • Develop strong partnerships with public cloud providers (AWS, Google, Microsoft Azure) and leverage these relationships to drive growth within cloud-first banking initiatives
What we offer
What we offer
  • medical, dental, and vision benefits
  • 401(k)
  • paid time off
  • certain leaves of absence
  • stock option grant
  • eligibility for an annual bonus
  • Fulltime
Read More
Arrow Right

Enterprise Account Executive, Financial Services

We are looking for an Enterprise Account Executive, Financial Services. You will...
Location
Location
Germany , Frankfurt
Salary
Salary:
Not provided
appian.com Logo
Appian Corporation
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience navigating a complex sales cycle from start to finish, leveraging internal resources within the larger sales organisation, cross functionally with the customer success team and externally across customer and partner ecosystems
  • Strong presentation skills for delivering in-person and virtual presentations to LOB & IT audiences, highlighting your ability to perform client discovery, communicate ROI and build business value
  • In-depth understanding of Banking / Financial institutions across DACH and their buying behaviours
  • To be a trusted advisor to both customers and colleagues to leverage multiple stakeholders throughout complex deals
  • To actively seek to understand industry trends to help position against competitors
  • Significant direct selling experience as an Enterprise Account Executive, selling complex technologies at the enterprise level to Global 2000 customers
  • History of consistent quota achievement
  • Examples of landing new customer logos
  • Strong job tenure: history of displaying loyalty and perseverance through long, stable job tenure and positive career trajectory
  • Fluent English & German
Job Responsibility
Job Responsibility
  • Driving revenue growth in major accounts
  • Establishing relationships and providing direct touch across all levels of the end customer
  • Engaging with the top SIs
  • Penetrating new customers and organisations within your assigned accounts
What we offer
What we offer
  • Health coverage
  • Employee Assistance Program (EAP) with free mental health support
  • Life and disability insurance
  • Employee Stock Purchase Program (ESPP)
  • Retirement/pension plan
  • Wellness dollars
  • Tuition reimbursement
  • Family-forming benefits
  • Fulltime
Read More
Arrow Right

Senior Enterprise Account Executive, Digital Experience - Financial Services

Our suite of products is market leading in the customer experience space, and we...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
socialvalueportal.com Logo
Social Value Portal Ltd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Validated Enterprise Software sales experience
  • Have sold into global enterprise customers, and able to demonstrate strong POV and value realisation, securing multi-million, multi-year deals
  • Track record of achieving/exceeding sales quota and market share goals
  • Show success in selling to executives, VP and/or 'C' level – preferably CMO/Digital Leaders
  • Excellent networking ability
  • Skilled Solution seller with proven ability to build win-win proposals
  • Outstanding communication, presentation and negotiation skills (verbal and written)
  • Excellent organizational and time management skills
  • Able to maintain a high level of efficiency and work effectively in a fast-paced, collaborative and team-oriented environment
  • Ambitious and focused
Job Responsibility
Job Responsibility
  • Manage the relationship closely, help drive value from existing investments and position and grow investment in new Adobe technology
  • Align closely with supporting teams across CSM’s, solution consultants, enterprise architects, digital strategy, marketing, inside sales, and many more
  • Lead the engagement with your clients, support a clear value framework, manage communications across c-level executives, and facilitate communications and relationships across their business and ours
  • Generation of net new revenue through driving and developing sales strategies
  • Demonstrate ability to work closely with Partners, Consulting and SC’s
  • Share and build customer references and value metrics per vertical and segment
  • Drive marketing activities and PR activities in collaboration with Marketing
  • Demonstrate solution selling capabilities
Read More
Arrow Right

Account Executive - Financial Services

We are seeking an Account Executive to lead Commercial / Financial Services Sale...
Location
Location
United States , Charlotte
Salary
Salary:
125000.00 - 225000.00 USD / Year
appian.com Logo
Appian Corporation
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of direct selling experience and a minimum of 2 years experience as an Enterprise Account Executive, selling complex technologies to Commercial and Financial Services clients
  • History of consistent quota achievement
  • Prior experience in winning new customer logos
  • Strong job tenure: history of displaying loyalty and perseverance through long, stable job tenure and positive career trajectory
  • Bachelors Degree in a relevant field
Job Responsibility
Job Responsibility
  • Leading Commercial / Financial Services Sales across the United States
  • Navigating all steps of sales cycles
  • Building prospective top of funnel activity
  • Managing a complex sales cycle to a successful close
What we offer
What we offer
  • 401(k) plan with company match
  • flexible time off
  • paid parental leave
  • medical, dental, and vision plans
  • life insurance
  • disability insurance
  • wellness programs
  • flexible spending accounts
  • health savings account contributions
  • employee referral bonus program
  • Fulltime
Read More
Arrow Right

Account Executive - Financial Services

We are seeking an Account Executive to lead Commercial / Financial Services Sale...
Location
Location
United States , Atlanta
Salary
Salary:
125000.00 - 225000.00 USD / Year
appian.com Logo
Appian Corporation
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of direct selling experience and a minimum of 2 years experience as an Enterprise Account Executive, selling complex technologies to Commercial and Financial Services clients
  • History of consistent quota achievement
  • Prior experience in winning new customer logos
  • Strong job tenure: history of displaying loyalty and perseverance through long, stable job tenure and positive career trajectory
  • Bachelors Degree in a relevant field
Job Responsibility
Job Responsibility
  • Navigating all steps of sales cycles, including leading a geographic territory, building prospective top of funnel activity, while effectively managing a complex sales cycle to a successful close
What we offer
What we offer
  • 401(k) plan with company match
  • flexible time off
  • paid parental leave
  • medical, dental, and vision plans
  • life insurance
  • disability insurance
  • wellness programs
  • flexible spending accounts
  • health savings account contributions
  • employee referral bonus program
  • Fulltime
Read More
Arrow Right

Account Executive - Financial Services

We are seeking an Account Executive to lead Commercial / Financial Services Sale...
Location
Location
United States , McLean
Salary
Salary:
125000.00 - 225000.00 USD / Year
appian.com Logo
Appian Corporation
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of direct selling experience and a minimum of 2 years experience as an Enterprise Account Executive, selling complex technologies to Commercial and Financial Services clients
  • History of consistent quota achievement
  • Prior experience in winning new customer logos
  • Strong job tenure: history of displaying loyalty and perseverance through long, stable job tenure and positive career trajectory
  • Bachelors Degree in a relevant field
Job Responsibility
Job Responsibility
  • Navigating all steps of sales cycles, including leading a geographic territory, building prospective top of funnel activity, while effectively managing a complex sales cycle to a successful close
  • Experience navigating a complex sales cycle from start to finish, leveraging internal resources within the larger sales organization, cross functionally with the customer success team and externally across customer and partner ecosystems
  • Use company-wide success and use cases as a blueprint and add own ideas and vertical knowledge
  • Strong presentation skills for delivering in-person and virtual presentations to LOB & IT audiences, highlighting ability to perform client discovery, communicate ROI and build business value
  • A trusted advisor to both customers and colleagues to leverage multiple stakeholders throughout complex deals
  • Actively seeking to understand industry trends to help position against competitors
What we offer
What we offer
  • 401(k) plan with company match
  • flexible time off
  • paid parental leave
  • medical, dental, and vision plans
  • life insurance
  • disability insurance
  • wellness programs
  • flexible spending accounts
  • health savings account contributions
  • employee referral bonus program
  • Fulltime
Read More
Arrow Right