Account Executive – Financial Services

Carbon60

Account Executive focused on growing financial services business across the Northeast US. Collaborate with leadership and AWS experts to sell innovative cloud solutions to institutions.

Posted 6/20/2026full-timeRemote • New York • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

cloud technologiesmanaged servicesdata platformsAI adoptionsales cyclesproposal developmentRFP responsesbusiness casesforecastingrevenue goals

Soft Skills

relationship buildingcommunicationpresentation skillsself-starterindependent operationcredibility buildingcustomer insightsmarket trend analysiscompetitive feedbacknegotiation

Tools & Technologies

AWScloud infrastructuredata analyticssecurity servicesfinancial services softwareCRM systemscollaboration toolsbusiness intelligence toolsproposal management softwarepresentation software

Industry Keywords

financial servicescompliance requirementsregulatory standardsenterprise technologyconsulting solutionscapital marketswealth managementfintechinsurance providerstechnology decision-makers

Tech Stack

Tools & technologies

AWSCloud

About the role

Key responsibilities & impact

Build and manage a pipeline of opportunities across banks, credit unions, insurance providers, asset managers, fintechs, and payments companies.
Develop and execute a territory plan for the Financial Services market in New York and the broader Northeast region.
Own complex sales cycles from initial outreach and discovery through proposal, negotiation, and close.
Work with customers to identify opportunities related to cloud modernization, data platforms, AI adoption, security, and managed services.
Build relationships with technology and business leaders, including CIOs, CTOs, CISOs, and other senior stakeholders.
Partner closely with AWS account teams, partners, and the broader AWS ecosystem to identify opportunities and win business.
Maintain an accurate forecast and healthy pipeline while consistently delivering against revenue goals.
Lead the development of proposals, RFP responses, business cases, and executive presentations.
Bring customer insights, market trends, and competitive feedback back to the organization to help shape our Financial Services strategy and offerings.

Requirements

What you’ll need

A minimum of 5-7+ years of experience selling enterprise technology, cloud, managed services, or consulting solutions, with a history of closing complex six- and seven-figure deals.
Experience selling into Financial Services organizations, including banks, insurance providers, capital markets firms, wealth management companies, or fintechs.
Strong understanding of the regulatory, security, and compliance requirements that influence technology decisions in Financial Services.
Working knowledge of AWS and cloud technologies, including infrastructure, data and analytics, security, and AI-related services.
Experience selling professional services, managed services, or cloud transformation engagements involving multiple stakeholders and technical decision-makers.
Existing relationships within the Financial Services community and the ability to build credibility quickly with senior technology and business leaders.
A proven ability to manage long, complex sales cycles that involve executive sponsors, procurement, legal, security, and compliance teams.
Strong written, verbal, and presentation skills, with the ability to communicate effectively with both technical and executive audiences.
A self-starter who is comfortable operating independently, creating opportunities, and driving deals forward.

Benefits

Comp & perks

Competitive compensation, including a strong base salary and uncapped commission plan with accelerators.
Comprehensive benefits, including medical insurance and 401k with company matching as EOR.
Flexibility: OpsGuru believes that sustainable high performance requires balance. We offer flexible working arrangements and a culture built on trust.