Senior Account Executive
New
D
Digital OnboardingFinancial technology
Fully remote, work from anywhere in the continental USFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 6+ years of SaaS sales experience
- Required Skills
- Salesforce
Requirements
- Have 6+ years of SaaS sales experience and a consistent track record of meeting or exceeding sales goals.
- Have owned a growth number and hit it at a company of similar stage and scale.
- Bring direct experience selling to financial institutions, ideally community banks and credit unions, and a network in that market.
- Have experience managing complex, multi-stakeholder sales cycles.
- Build relationships with executive-level buyers and lead strategic business conversations.
- Use Salesforce, Gong, and modern sales tools to manage pipeline and forecasts.
- Demonstrate the ability to use AI tools to improve productivity, streamline workflows, and enhance sales effectiveness.
- Use a structured, consultative approach to selling.
- Communicate exceptionally well in writing and verbally.
- Experience with MEDDIC, Challenger, SPICED, or similar sales methodologies is a plus.
- Familiarity with digital engagement, marketing automation, or customer lifecycle management platforms is a plus.
- Experience with bank technology ecosystems, digital banking platforms, core systems, or other financial technology solutions is a plus.
Responsibilities
- Own a territory and drive net new business with banks and credit unions.
- Lead complex, multi-stakeholder sales cycles from initial outreach through signed agreement.
- Build and execute strategic territory plans that prioritize high-value opportunities.
- Maintain a healthy pipeline, accurate forecast, and disciplined sales process using Salesforce, Gong, and other sales tools.
- Conduct discovery and executive-level presentations connecting the platform to customer goals.
- Build business cases communicating value and return on investment across stakeholders.
- Develop relationships with decision-makers and key stakeholders throughout the buying process.
- Partner with Customer Success on customer transitions and share customer feedback and market insights with Product and Marketing.
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