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PerformLine

Senior Account Executive

PerformLine

Senior Account Executive selling PerformLine’s marketing compliance technology to enterprise financial services clients. Building pipeline, expanding verticals, and closing complex SaaS deals.

Posted 8/20/2026full-timeMorristown • New Jersey • 🇺🇸 United StatesSenior💰 $110,000 - $180,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in B2B enterprise SaaS sales, particularly within financial services, with a strong focus on managing complex deal cycles and leveraging AI tools for account research and forecasting. Proven ability to build relationships with C-suite stakeholders and achieve consistent quota attainment.

Highest-signal resume keywords
B2B Enterprise SaaS Sales ExperienceGRC/Compliance Software KnowledgeSalesforce ProficiencyAI Platform ExperienceFinancial Services Network

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Quota AttainmentEnterprise Deal ManagementAccount ResearchRevenue ForecastingPipeline Development
Soft Skills
Strong Executive PresenceCommunication Skills
Tools & Technologies
SalesforceAI ToolsClaude
Industry Keywords
Financial ServicesBankingInsuranceWealth ManagementFintech

About the role

Key responsibilities & impact
  • Build pipeline from scratch across a named account list
  • Use AI tools, including Claude, to research accounts, improve outreach, and prioritize opportunities
  • Develop relationships with prospects across target accounts
  • Run complex, multi-stakeholder enterprise deals involving compliance, legal, risk, and C-suite stakeholders
  • Own the full sales cycle from sourcing through redlines and close
  • Lead vertical expansion into insurance and wealth management
  • Partner with Marketing and Client Success on messaging and expansion opportunities
  • Communicate pipeline progress, revenue forecasts, and feature requests to internal stakeholders
  • Use AI for account research, forecasting, and preparation
  • Represent PerformLine at industry events and conferences to build brand presence and source pipeline

Requirements

What you’ll need
  • 7+ years of B2B enterprise SaaS sales experience; GRC/compliance software is a plus
  • Consistent quota attainment
  • Demonstrated success selling into enterprise financial services, including banking, insurance, wealth management, or fintech
  • Active network of financial services relationships
  • Experience sourcing and managing enterprise deal cycles averaging 6+ months
  • Experience operating without a fully built territory, playbook, or support infrastructure
  • Strong executive presence and communication skills
  • Proficiency in Salesforce and modern sales technology stack
  • Experience with AI platforms such as Claude
  • Work authorization without employer sponsorship

Benefits

Comp & perks
  • Commission
  • Benefits package available via the PerformLine Careers page