Strategic Account Executive, Financial Services
Placer.ai
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $70,000 - $100,000 per year
About the role
- Own the entire sales process from initial prospecting and discovery to contract negotiation and closing for new logos
- Develop strategic account plans for existing clients to drive upsell and cross-sell revenue
- Act as a subject matter expert on FinTech trends and regulatory changes
- Build and maintain relationships across multiple business units and levels
- Partner with Sales Engineering and Product teams to customize solutions
- Maintain a high level of CRM hygiene and provide accurate quarterly revenue forecasts
Requirements
- 5–10 years of experience in Enterprise B2B sales
- Proven track record of meeting or exceeding $1M+ annual quotas
- Proficiency in a structured sales framework (e.g., MEDDPICC, Challenger, or Sandler)
- Financial literacy—understanding P&L impact, ROI modeling, and regulatory landscape
- Willingness to travel to client sites as needed (approx. 25%)
Benefits
- Competitive salary
- Excellent benefits
- Fully remote
- Medical, dental and vision coverage
- Flexible time off
- 401K and equity awards for certain roles
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
B2B salessales processcontract negotiationaccount planningupsellcross-sellCRM hygienerevenue forecastingsales frameworkfinancial literacy
Soft skills
relationship buildingcommunicationstrategic thinkingcollaborationsubject matter expertise