Account Executive, Financial Services
SunnyData
full-time
Posted on:
Location Type: Remote
Location: United States
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Tech Stack
About the role
- Collaborate closely with strategic partners to co-sell and deliver high-impact data transformation and AI solutions to enterprise clients.
- Proactively identify and engage prospective clients through research, outreach, and relationship-building.
- Leverage and expand your professional network to generate qualified leads.
- Execute multi-channel business development campaigns including outbound calls, targeted emails, social engagement, and event participation.
- Craft compelling pursuit strategies and tailor sales narratives to win business.
- Maintain rigorous pipeline hygiene and forecasting discipline, regularly updating deal progress and sales metrics.
Requirements
- 7+ years of success in consulting sales, solution delivery, or technical roles.
- Strong track record of driving outcomes and surpassing goals.
- Well-versed in the technology services sector, ideally with exposure to cloud, data, or AI-driven solutions.
- Background prospecting and building customer base in the Financial Services industry, preferably in the banking sector.
- 4-year Bachelor’s degree is preferred.
- Willing and able to travel up to 50%.
Benefits
- Health Insurance : Employees and their eligible family members including spouses, domestic partners, and children are eligible for coverage from the first day of employment.
- Paid Time Off : Start your career at SunnyData with a minimum of 15 days Paid Time Off annually, plus nine paid company Holidays.
- Opportunities for professional development and career advancement.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data transformationAI solutionsbusiness developmentsales metricspipeline managementconsulting salessolution deliveryoutbound callstargeted emailssocial engagement
Soft Skills
collaborationrelationship-buildingnetworkingstrategic thinkingcommunicationgoal-orientedproactiveadaptabilitypersuasionforecasting