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Senior Global Account Executive - Financial Services

United States · Job Posted March 20, 2026
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Job Description

This is an individual contributor role. We are looking for a driven and strategic Account Executive to join our Financial Services Sales Team, focused on North America. In this role, you will play a key part in accelerating our growth by both landing new enterprise logos and expanding relationships within our existing customer base. You will target major financial institutions — including banks, wealth managers, asset managers, insurers, and FinTechs — and act as a trusted advisor throughout complex sales cycles. This is a hybrid role that requires equal strength in prospecting and acquiring new clients (“hunting in the wild”) and growing revenue from current enterprise accounts (“hunting in the zoo”).

Job Responsibility

  • Drive net new growth by sourcing and closing new business opportunities with North America's top financial institutions
  • Expand strategic accounts by identifying upsell and cross-sell opportunities, building executive relationships, and increasing product adoption across business units
  • Own the full sales cycle — from pipeline development to closing — with a focus on long-term value and partnership
  • Develop and execute tailored account strategies that align with the client’s business goals and challenges
  • Lead multi-stakeholder engagements and collaborate internally with marketing, product, pre-sales, and customer success teams to shape winning solutions
  • Maintain accurate forecasting and CRM hygiene, providing regular updates on territory performance and growth opportunities
  • Represent the company at key industry events and client meetings as a senior face of our financial services go-to-market team

Requirements

  • 10+ years of enterprise software or SaaS sales experience, with at least 5 years focused on financial services clients in North America
  • Demonstrated success in both net new acquisition and expanding strategic accounts, with a history of meeting or exceeding quota
  • Deep familiarity with North American financial institutions — including their organizational structures, decision-making processes, and current challenges
  • Proven ability to build and nurture C-suite and senior-level relationships (CRO, COO, CTO, CMO, Head of Distribution, etc.)
  • Excellent communication, storytelling, and negotiation skills
  • confident managing complex deals with long sales cycles
  • Highly motivated self-starter with strong business acumen and a collaborative mindset
  • Bachelor’s degree required
  • MBA or equivalent experience preferred
  • 7+ years of solution sales experience with a history of driving, managing and closing enterprise deals
  • Experience selling software (cloud/SaaS) to large, strategic global accounts
  • Proven ability to hit, or exceed sales quota
  • Ability to articulate value proposition to C-Level, Sales and Marketing executives
  • Proven consultative sales solution skills in a SaaS/Cloud environment
  • Travel required

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