Account Executive - FinServ

Account Executive – Financial Services

Position Type: Full-Time

Location: New York, Boston, New Jersey, or Chicago 

Package: $100K - $150K base salary + Competitive & Uncapped Commissions

Note: Visa sponsorship and relocation are not supported for this position  

Overview

A privately held, high-growth technology provider is seeking an experienced Account Executive to drive new business within the Financial Services sector. The organization delivers advanced, high-performance infrastructure platforms supporting next-generation analytics and AI-driven workloads for sophisticated enterprise customers.

This role is responsible for end-to-end revenue ownership across banks, fintech firms, insurers, and asset managers. The ideal candidate brings a strong understanding of regulated environments, security and compliance considerations, and complex enterprise buying processes. Success in this role requires a consultative mindset and the ability to engage both technical teams and senior business stakeholders.

Key Responsibilities

• Own and execute the full sales lifecycle from qualified opportunity through contract close within Financial Services accounts


• Develop and implement strategic account plans to penetrate and expand named and target customers


• Collaborate closely with technical and solution-focused teams to deliver demonstrations, proofs of concept, and tailored solution designs


• Build and manage a healthy pipeline to consistently meet or exceed revenue targets


• Lead commercial negotiations, including pricing structures, contracts, and terms


• Maintain accurate pipeline, forecasting, and opportunity management within CRM systems


• Partner with post-sales and customer success teams to ensure smooth onboarding and identify upsell or expansion opportunities


• Provide informal mentorship and support to less-experienced sales team members, sharing best practices and market insight

Required Experience & Skills

• Bachelor’s degree in Business, Sales, Marketing, or a related field; advanced degree a plus


• 5–10 years of experience selling SaaS, cloud, or infrastructure-based solutions


• Demonstrated success closing new business within Financial Services organizations


• Strong understanding of industry priorities including data security, regulatory compliance, and risk management


• Proven ability to manage complex, multi-stakeholder enterprise sales cycles


• Excellent communication, presentation, and negotiation skills


• Comfortable articulating technical concepts to both technical and non-technical audiences


• Experience in startup or high-growth environments preferred


• Proficiency with modern CRM platforms (e.g., Salesforce or similar)


• Self-directed with the ability to collaborate effectively in cross-functional teams


• Familiarity with usage-based or consumption-driven commercial models


• Strategic, hands-on approach with strong operational discipline


• Exposure to AI/ML ecosystems, high-performance compute, or cloud infrastructure is a strong advantage

Compensation & Benefits

• Competitive base salary with performance-based incentives


• Comprehensive health and wellness benefits


• Retirement savings plan with employer contribution


• Generous paid time off


• Opportunities for ongoing professional development and career advancement