Account Executive - Corporate Financial Services - Expansions

Location: Remote – US-based candidates only, no visa sponsorship available

About the role

This role supports revenue growth through customer focus, relationship development, and disciplined commercial execution. You will collaborate with sales, customer, product, and operational partners to identify opportunities, solve problems, and improve outcomes. The position offers the opportunity to strengthen market execution, customer relationships, and measurable business results within a technology-driven environment.

Responsibilities

• Actively pursue sales opportunities in coordination with Salesforce, Inside Sales, and Partnerships to build a qualified sales pipeline
• Conduct needs analysis to tailor compelling demonstrations of the company’s platform
• Address customer objections, proposing solutions to their challenges
• Guide the entire sales process towards a close, effectively showcasing the company’s value
• Maintain up-to-date records of customer interactions through CRM tools
• Perform pipeline analysis to provide accurate sales forecasts
• Develop and implement a dynamic sales strategy to secure sales and rally internal support

Requirements

• 4+ years of sales experience in enterprise technology, particularly focusing on executive-level buyers
• Undergraduate degree or equivalent experience in a related field
• Understanding of SaaS business models
• Experience selling to investment customers and the insurance vertical
• Strong business acumen with the ability to navigate complex business challenges
• Demonstrated executive presence and communication skills
• Proven ability to manage multiple complex sales cycles simultaneously

Pay

On-target earnings range of $172,000 – $280,000 annually, including base salary and commission based on sales performance. Restricted Stock Units are granted at the time of hire.

Benefits

• 401(k) match
• Comprehensive employee benefits package