Account Executive

Company Overview
Our client is a leading provider of analytics-driven solutions for financial institutions. Since 2001, hundreds of banks and credit unions have leveraged their platform to drive significant revenue growth through deposit optimization, account growth, and fee income strategies. By combining proprietary analytics with modern, value-added products and dynamic pricing capabilities, our client delivers measurable outcomes for retail and SMB banking segments.

Mission:
To serve as the go-to partner for retail banking analytics, strategy, and product performance—helping financial institutions grow deposits, increase fee revenue, and strengthen customer relationships through:

• Actionable analytics and insights
• Modern, recurring-revenue solutions with dynamic pricing
• Strategic marketing and business development support
• Performance reporting that drives decision-making

Core Values:
Execution over Perfection | Can-Do Attitude | Collaboration | Transparency | Customer Obsession

Culture:
Our client operates with a low-ego, high-output mindset, prioritizing results over process. The team is largely remote with a collaborative environment focused on delivering meaningful value and solutions.

Role Summary

Our client is seeking a Senior Sales Executive to drive growth within its analytics and marketing automation product suite designed for financial institutions. This individual will own the full sales cycle—from prospecting through close—and engage directly with executive-level stakeholders including C-Suite, Retail Banking, and Marketing leaders.

This is a highly consultative sales role requiring deep knowledge of the banking technology ecosystem. The ideal candidate will be capable of articulating complex, data-driven value propositions and competing effectively against legacy platforms. This position plays a critical role in expanding market share and driving new business through strategic, insight-led selling.

Key Responsibilities

• Own the full sales cycle: prospect, qualify, present, negotiate, and close new business within assigned territories or accounts
• Conduct regular presentations with senior banking and marketing leaders via virtual and in-person meetings
• Execute competitive displacement strategies against incumbent platforms by clearly communicating differentiated value
• Research and develop deep understanding of target institutions, including technology stack and strategic priorities
• Deliver consultative, data-driven presentations demonstrating measurable business impact
• Manage pipeline activity and forecasting within CRM systems
• Collaborate cross-functionally with product, analytics, marketing, and implementation teams
• Represent the organization at industry events, conferences, and trade associations
• Travel as needed to support client engagement and business development efforts

Required Qualifications

• 7+ years of B2B software sales experience with a strong track record of quota attainment
• Demonstrated success closing complex, high-value deals
• Deep understanding of financial institutions and retail banking operations
• Familiarity with banking technologies such as CRM/MCIF platforms, marketing automation tools, analytics systems, and core/digital banking platforms
• Proven consultative selling capabilities using structured methodologies
• Strong executive presence with experience engaging senior stakeholders
• Ability to independently manage a territory and maintain consistent pipeline development
• Experience using CRM tools such as Salesforce
• Bachelor’s degree preferred

Preferred Qualifications

• Experience selling CRM, MCIF, or marketing automation platforms within financial services
• Background in analytics or business intelligence solutions
• Established relationships with banking decision-makers
• Familiarity with major core and digital banking providers
• Experience in high-growth fintech or banking technology environments
• Active involvement in industry associations or events

What Success Looks Like

First 90 Days:

• Develop deep understanding of product value propositions and competitive positioning
• Build a qualified pipeline of target institutions
• Deliver initial presentations to prospective clients
• Establish a competitive strategy for displacing incumbent solutions

Year 1:

• Achieve or exceed annual sales targets
• Successfully close new business, including competitive displacement deals
• Establish credibility as a trusted advisor within the industry

Compensation & Benefits

• Competitive base salary plus commission and performance incentives
• Comprehensive benefits package including medical, dental, and retirement contributions
• Paid time off and holidays
• Company-sponsored insurance and disability coverage
• Professional development opportunities, including industry conferences
• Direct exposure to executive leadership

Culture

Our client fosters a performance-driven, collaborative environment that values results, innovation, and accountability. Team members are empowered to take ownership of their work while contributing to a culture focused on delivering meaningful solutions to clients.

If this sounds like you, we'd love to hear from you. Apply here and let us know why you'd be a great fit for this awesome role!