Senior Account Executive, Enterprise

FINNY is a growth platform for financial advisors on a mission to make great financial advice easier to find. We’ve raised $21.5M (Seed + Series A led by Venrock), work with over 1,000 firms, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase and 2025 Wealthies. Based in Chelsea, NYC, we build fast, ambitious systems at the intersection of data, AI, and real-world wealth services.

About the role

The Senior Enterprise Account Executive is a strategic revenue leader at FINNY, owning our largest and most complex deals from first conversation to signed contract. You’ll engage enterprise-level wealth management firms—broker-dealers, large RIA aggregators, and wirehouse teams—navigating multi-stakeholder buying processes and closing high-ACV contracts. You’ll also help shape how we sell at scale: refining enterprise playbooks, coaching junior AEs, and partnering with product and marketing to translate field insights into competitive advantage.

Responsibilities

• Own the full sales cycle for enterprise accounts—discovery, multi-stakeholder demos, proposals, procurement, and close.
• Build and manage a pipeline of $500K+ ACV opportunities with firms across the wealth management ecosystem.
• Lead complex, multi-threaded deals involving C-suite, compliance, operations, and IT stakeholders.
• Develop and execute account plans that align FINNY’s value proposition to each firm’s strategic priorities.
• Negotiate enterprise contracts, MSAs, and security reviews from initial conversation to launch.
• Partner with BDRs and marketing to identify, prioritize, and convert high-value enterprise targets.
• Collaborate with Customer Success on smooth handoffs and expansion opportunities within existing enterprise accounts.
• Contribute field insights to inform product roadmap, positioning, and competitive strategy.
• Represent FINNY at industry events and with key enterprise prospects.
• Mentor and coach mid-market and junior AEs on enterprise sales techniques and deal strategy.
• Contribute to the development of enterprise sales playbooks, demo frameworks, and objection-handling guides.
• Partner with the VP of Sales to set quarterly enterprise targets and forecasting.

Requirements

• 7+ years of full-cycle B2B SaaS or fintech sales experience, with at least 3 years focused on enterprise accounts ($100K+ ACV).
• Demonstrated track record of consistently exceeding quota in complex, multi-stakeholder sales cycles (6–12+ months).
• Experience selling to financial services firms—RIAs, broker-dealers, wirehouses, or wealth management platforms.
• Exceptional executive presence and ability to command rooms with C-suite and senior decision-makers.
• Deep command of enterprise sales methodology (MEDDIC, Challenger, or equivalent).
• Strong pipeline management, forecasting discipline, and CRM hygiene (Attio, Salesforce, or equivalent).
• Experience selling lead-generation, marketing automation, or AI-powered products to financial advisors.
• Familiarity with compliance and procurement processes in regulated financial services environments.
• Prior experience at an early-stage or Series A/B startup scaling enterprise sales motion.

Benefits

• Competitive salary, commission, and equity
• Medical, dental, and vision insurance
• Flexible paid time off
• 401(k)
• Food and meals provided in our NYC office
• Team offsites and events

Pay

$150K - $200K