Senior CRM Account Executive (Financial Services)

Quick Facts

• Role: Senior CRM Account Executive (Financial Services)
• Focus: Revenue growth for CRM and AI-powered workflow solutions across global financial institutions
• Travel: 30–50%

Description

Drive adoption and market success of next-generation CRM and AI products for the Financial Services vertical. Own territory strategy, consultative pipeline growth, and net-new sales and expansions by validating high-value CRM and AI opportunities through executive briefings, workshops, and use-case pilots. Serve as the Financial Services CRM authority by leading opportunities and enabling account teams and sales development to identify, qualify, and accelerate CRM deals.

Responsibilities

• Develop and execute a Financial Services territory strategy using high-value, industry-specific use cases
• Provide critical industry input during account planning aligned to high-ROI AI-driven CRM opportunities
• Prospect and grow pipeline in CRM greenfield accounts and expand existing CRM partnerships through consultative selling
• Lead executive briefings (EBCs), discovery workshops, and use case pilots
• Partner with account teams and solutions implementation partners/resellers to close net-new CRM opportunities
• Act as primary Financial Services CRM expert within the territory; collaborate with solution consultants to drive net-new initiatives
• Lead opportunities and coach Account Executives and Sales Development teams to accelerate CRM sales cycles

Requirements

• 7+ years enterprise software and/or specialty solutions experience to lead solution wins
• Experience selling into Financial Services front office transformation
• New logo hunter experience (Sr AE or Sr Solutions sales executive)
• Understanding of business sales processes
• Experience leveraging or critically thinking about integrating AI into work processes, decision-making, or problem-solving
• Travel required: 30–50%

Benefits

• Base pay: $137,000–$185,050 plus equity (when applicable) and variable/incentive compensation (OTE)
• Health plans, flexible spending accounts, 401(k) plan with company match, and ESPP
• Matching donations, flexible time away plan, and family leave programs
• Compensation varies by geographic work location and may change based on work location