Enterprise Account Executive
J
JumpFinancial Services AI
Remote / Draper, UT HybridFull-TimeSenior
Salary$250K - $280K OTE on a 50/50 split
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Job Details
- Experience
- 5+ years
- Required Skills
- SalesforceHubSpotCRM
Requirements
- 5+ years of experience in enterprise SaaS sales or similar, with a track record of exceeding quota.
- Proven success selling to large financial institutions, including RIAs, broker-dealers, banks, insurance firms, or similar enterprise buyers.
- Deep experience with consultative, solution-based selling and multi-stakeholder deal management.
- Strong understanding of financial services workflows, buying processes, and compliance requirements.
- Excellent communication, negotiation, and presentation skills, both verbal and written.
- Ability to navigate complex, long sales cycles and build trust with senior-level stakeholders.
- High ownership, self-motivation, resourcefulness, and strong judgment.
- Experience using CRM tools such as Salesforce, HubSpot, or similar.
- Bachelor’s degree or equivalent experience preferred.
Responsibilities
- Prospect, manage, and close new business with large financial institutions, including wealth management firms, broker-dealers, banks, and insurance firms.
- Drive discovery calls, demos, and collaborative solution design for prospective clients.
- Lead consultative sales processes to deeply understand financial institutions’ pain points, priorities, workflows, compliance needs, and buying processes.
- Develop, negotiate, and close high-value, multi-stakeholder SaaS deals.
- Build strong relationships with executive, technical, compliance, and business stakeholders on the client side.
- Collaborate cross-functionally with Product, Customer Success, Marketing, and leadership to deliver value throughout the client lifecycle.
- Manage a robust pipeline using CRM tools, providing accurate forecasting and reporting.
- Stay ahead of industry trends, client challenges, competitive dynamics, and opportunities across financial services.
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