Account Executive, Financial Services
RecordPoint
full-time
Posted on:
Location Type: Remote
Location: New York • United States
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Salary
💰 $200,000 - $350,000 per year
About the role
- Proactively identify, qualify, and close new business opportunities within enterprise and mid-market organizations in the Financial Services sector.
- Develop and maintain a healthy pipeline to consistently achieve sales quotas.
- Execute a verticalized ABM strategy for accounts within your vertical.
- Work closely with the SDR team, providing guidance on outreach strategies, collaborating on prospecting efforts, and sharing market insights to improve overall lead quality.
- Partner with Marketing to effectively manage inbound leads and execute targeted outreach campaigns.
- Collaborate cross-functionally with Customer Success to ensure smooth customer onboarding and long-term satisfaction.
- Provide insightful input to refine messaging, positioning, and GTM strategies for enterprise and mid-market clients.
- Use our state of the art Sales and Marketing technology stack to move prospects efficiently through the funnel.
- Deploy MEDDPICC to map out sales qualification stages and increase deal velocity.
Requirements
- Proven background in solution selling and strong ability to position and articulate value-based solutions tailored to customer challenges.
- 5-10 years of SaaS sales experience, ideally selling to enterprise and mid-market clients within the FSI sector.
- Proven ability to manage complex sales cycles with multiple stakeholders.
- Exceptional communication and presentation skills, with an ability to articulate technical concepts clearly.
- Familiarity with modern sales tools, especially Gong, LinkedIn Sales Navigator, and Salesforce.
- Experience with AI-driven sales enablement or intent data tools is highly desirable.
- Proven expertise in MEDDPICC qualification and buyer-centric sales processes.
- Demonstrated ability in multithreading sales cycles, building compelling business cases, and coaching internal champions.
- Experience conducting impactful online product demonstrations incorporating storytelling and customer value/impact.
- Strong negotiation skills, demonstrated success in closing complex enterprise software deals and a historical record of quota attainment.
- Entrepreneurial, proactive mindset with excellent organizational and time management skills.
- Natural curiosity and active listening capabilities to thoroughly understand and address customer needs.
Benefits
- Health, dental, and vision insurance
- Competitive 401K matching
- 20 days of Personal Paid Time Off in addition to recognized public holidays
- Highly generous parental leave program
- Employee Share Options for staff as part of long-term incentives program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
solution sellingsales qualificationMEDDPICCsales cycles managementsales enablementpresentation skillsnegotiation skillscustomer onboardingpipeline managementquota attainment
Soft Skills
communication skillsorganizational skillstime managementactive listeningproactive mindsetnatural curiositycollaborationcoachingstorytellingbuilding business cases