Senior Account Executive, Financial Services

FLOWX.AI

Senior Account Executive driving FlowX.AI’s enterprise AI sales across US financial services. Building banking and insurance relationships, pipeline, discovery, proposals, and strategic growth.

Posted 8/20/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $175,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in B2B technology sales within the financial services sector, focusing on enterprise banking and insurance. Proficient in building customer relationships, leading discovery sessions, and adapting strategies to drive growth and meet regulatory challenges.

Highest-signal resume keywords

B2B Technology SalesSaaS SalesEnterprise Sales CyclesStrong Communication SkillsCRM Tools Familiarity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Strategy DevelopmentPipeline ManagementGap Selling PrinciplesMarket Trend AnalysisRegulatory Compliance Knowledge

Soft Skills

Self-Starter MindsetAdaptabilityStructured ThinkingDiscovery Skills

Industry Keywords

Financial ServicesBankingInsuranceDigital TransformationAI Interest

About the role

Key responsibilities & impact

Build and manage relationships with prospective and existing customers across the financial services landscape
Source new opportunities to supplement BDR and marketing lead-generation efforts, focusing on enterprise banking and insurance accounts
Lead in-depth discovery sessions to understand business needs, regulatory challenges, and desired outcomes
Collaborate with product, engineering, and solutions teams to build demonstrations and tailored proposals
Present FlowX.AI's value clearly and practically in alignment with customer goals, using Gap Selling principles
Maintain an accurate pipeline and provide regular progress and forecast updates
Stay current on FlowX.AI's platform, use cases, and evolving financial-services customer needs
Contribute customer feedback to product and go-to-market improvements
Drive growth across the US market, focusing on financial services

Requirements

What you’ll need

5+ years of experience in B2B technology sales, with SaaS or digital transformation preferred, selling into financial services, banking, or insurance clients
Proven track record selling to enterprise clients, ideally within regulated industries
Self-starter mindset and comfort taking ownership of approach, pipeline, and results
Ability to identify improvement opportunities, recognize market trends, and adapt strategies
Adaptability and effectiveness in fast-moving environments
Ability to think in a structured manner under changing conditions
Strong communication and discovery skills
Familiarity with enterprise sales cycles and CRM tools
Strong interest in AI

Benefits

Comp & perks

Opportunity to lead the growth of a next-generation AI platform at a pivotal stage, as the company shifts from product maturity to commercial scale
High strategic autonomy and mobility within the company, with a real voice in how the company evolves and your contribution
Exposure to AI-native enterprise platforms and hands-on experience in bringing AI into production environments
The chance to grow your network with key industry players across banking, insurance, and financial services
OTE of $350-400k with a low quota and aggressive accelerators
Early-stage equity potential included