Strategic Account Executive (Enterprise SaaS | Banking)
for each section present. Use - for lists. Use
for prose. No job title heading. No Job ID. Remove boilerplate. Include sections only if real content.
We need to parse the posting.
Content:
- Intro line: "Enterprise Account Executive Full-time / On-site / San Francisco, CA $145K - $155K (OTE: $290K - $310K)" includes location, pay, OTE. So we have Pay info: $145K - $155K base, OTE $290K - $310K. Also location: San Francisco, CA. Also schedule: Full-time, On-site, 5 days in-office required (mentioned later). So we can have sections: Pay, Location? Not required but we can include under maybe "About the role" or separate sections. The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we should create sections accordingly if content exists.
We need to include About the role: description of company, product, etc.
Responsibilities: bullet list of duties.
Requirements/Qualifications/Skills: maybe combine? We have experience requirements: 5+ years as AE closing six-figure+ new business deals, experience at early-stage startup (Seed to Series B), sold into financial services, banking, or credit unions, managed 6+ month enterprise sales cycles with multiple stakeholders, experience selling AI, automation, or complex technical platforms, based in SF or willing to relocate; 5 days in-office required, tech stack - Salesforce, 5-8 years of experience Closing Enterprise AE's - B2B SaaS deals at top SaaS companies, Start-ups. Also "We are looking for a Enterprise Account Executive with 5+ years of experience to own a territory and close six- and seven-figure deals selling our agentic AI platform to community banks and credit unions across the US." That's more description.
We can create sections: About the role (company/product description), Responsibilities (what you'll be doing), Requirements (experience, qualifications), Benefits (list), Pay (base and OTE), Schedule (Full-time, On-site, 5 days in-office). Also maybe Location but not required.
We must not create sections with filler like "commensurate with experience". We have actual content.
We must preserve all substantive info; not invent or summarize away detail. So we need to include all details.
Let's extract details:
Company description: "The company builds agentic AI for community banks and credit unions - their platform handles voice, digital and employee-assisted channels through a single AI brain that learns and operates autonomously. Series A with $30M raised and already cash-flow positive. Trusted by hundreds of financial institutions with real revenue and real outcomes in production at scale."
Later: "You'll join a profitable, $30M Series A company already trusted by 100+ financial institutions reaching over 10 million Americans."
Product description: "The product: The company's agentic AI platform is purpose-built for financial institutions - community banks and credit unions. The platform features a single AI brain that powers interactions across multiple channels: Voice AI: Autonomous voice agents that handle inbound calls, resolving and fulfilling customer needs rather than simply routing to a human Digital AI: Intelligent virtual assistants across digital banking channels Employee-Assisted AI: AI co-pilots that support bank and credit union staff Unlike basic chatbots or deflection tools, the company's agents actually respond to and resolve customer requests end-to-end. The platform comes pre-trained for financial services use cases, making it easy to integrate, scale, and manage while ensuring compliance with banking regulations. Trusted by over 100 banks and credit unions and reaching more than 10 million Americans, the platform delivers measurable ROI through automation, improved customer satisfaction, and operational efficiency."
Responsibilities (What will you be doing?):
- Owning a defined geographic territory and driving new logo acquisition through a mix of inbound leads (~70%) and strategic outbound to named accounts
- Qualifying prospects using MEDDIC methodology and managing complex, multi-stakeholder enterprise sales cycles from discovery through close
- Partnering with BDRs and sales engineers to build pipeline and deliver technical demos to senior decision-makers at financial institutions
- Closing six- and seven-figure ACV deals with long-term (5-year) contract structures
- Acting as the strategic owner of your region - deciding how to deploy resources, prioritize accounts, and hit quota.
Also earlier: "You'll join a profitable, $30M Series A company already trusted by 100+ financial institutions reaching over 10 million Americans. This is a hunter role - you'll be the CEO of your territory, leveraging inbound leads, BDRs, and sales engineers to acquire new logos. Deal cycles average 6–9 months with contracts averaging 5 years, and there's a clear path to elevated roles given the small, high-performing team."
That could be part of About the role or Responsibilities. We'll incorporate.
Requirements/Qualifications/Skills:
- 5+ years as AE closing six-figure+ new business deals.
- Experience at early-stage startup (Seed to Series B)
- Sold into financial services, banking, or credit unions (ideal)
- Managed 6+ month enterprise sales cycles with multiple stakeholders
- Experience selling AI, automation, or complex technical platforms
- Based in SF or willing to relocate; 5 days in-office required
- Tech stack - Salesforce
- 5 - 8 years of experience Closing Enterprise AE's - B2B SaaS deals at top SaaS companies, Start-ups.
- (Also mention "We are looking for a Enterprise Account Executive with 5+ years of experience to own a territory and close six- and seven-figure deals selling our agentic AI platform to community banks and credit unions across the US.") That's similar.
We could combine into Requirements section.
Benefits list:
- 100% paid health, dental & vision care
- 401(k) & financial wellness perks
- Daily meals provided
- Commuter benefit
- Monthly wellness stipend
- Claude Enterprise + frontier AI tools for every employee
- Discretionary PTO
- Paid parental leave
- Mental health & wellness benefits
- Family benefits
- Competitive equity compensation
Pay:
- Base: $145K - $155K
- OTE: $290K - $310K
Schedule:
- Full-time
- On-site
- 5 days in-office required
Location: San Francisco, CA (could be in About the role or a separate Location section but not required; we could include in About the role paragraph.)
We must not repeat job title as heading. So no
for Enterprise Account Executive.
We must output only HTML fragment, no /, no markdown.
We'll produce something like:
About the role
...
Responsibilities
- ...
...
Requirements
- ...
...
Benefits
- ...
...
Pay
Base salary: $145K – $155K; OTE: $290K – $310K.
Schedule
Full‑time, on‑site role requiring 5 days in‑office per week.
We need to ensure we preserve all substantive info. Let's craft About the role paragraph combining company description, product description, stage, traction, etc.
We must not invent or summarize away detail. So we need to keep specifics: Series A $30M raised, cash-flow positive, trusted by hundreds of financial institutions, later says trusted by 100+ financial institutions reaching over 10 million Americans. We'll include both.
Product details: single AI brain, voice AI, digital AI, employee-assisted AI, resolves end-to-end, pre-trained for financial services, compliance, trusted by over 100 banks and credit unions, reaching >10 million Americans, delivers measurable ROI via automation, improved CSAT, operational efficiency.
Also mention that it's hunter role, CEO of territory, leveraging inbound leads, BDRs, SEs, deal cycles 6-9 months, contracts avg 5 years, clear path to elevated roles.
We'll include all.
Now Responsibilities: list as above.
Requirements: list as bullet points.
Make sure we don't duplicate content unnecessarily but preserve all.
Let's draft.
Check for any boilerplate: cookie/navigation/legal/EEO etc. Not present.
Now produce HTML.
Be careful to escape any special characters? Not needed.
We'll output:
About the role
The company builds agentic AI for community banks and credit unions, with a platform that handles voice, digital and employee‑assisted channels through a single AI brain that learns and operates autonomously. It is a Series A company with $30M raised and is already cash‑flow positive, trusted by hundreds of financial institutions (over 100+ banks and credit unions) reaching more than 10 million Americans. The agentic AI platform is purpose‑built for financial institutions: a single AI brain powers Voice AI (autonomous voice agents that resolve inbound calls end‑to‑end), Digital AI (intelligent virtual assistants across digital banking channels), and Employee‑Assisted AI (AI co‑pilots that support bank and credit‑union staff). Unlike basic chatbots, the agents actually respond to and resolve customer requests end‑to‑end, come pre‑trained for financial‑services use cases, integrate easily, scale, and maintain compliance with banking regulations. The platform delivers measurable ROI through automation, improved customer satisfaction, and operational efficiency. As a hunter role, you will be the CEO of your territory, leveraging inbound leads, BDRs, and sales engineers to acquire new logos, with deal cycles averaging 6–9 months and contracts averaging 5 years, and a clear path to elevated roles on the small, high‑performing team.
Responsibilities
- Own a defined geographic territory and drive new logo acquisition through a mix of inbound leads (~70%) and strategic outbound to named accounts.
- Qualify prospects using MEDDIC methodology and manage complex, multi‑stakeholder enterprise sales cycles from discovery through close.
- Partner with BDRs and sales engineers to build pipeline and deliver technical demos to senior decision‑makers at financial institutions.
- Close six‑ and seven‑figure ACV deals with long‑term (5‑year) contract structures.
- Act as the strategic owner of your region — deciding how to deploy resources, prioritize accounts, and hit quota.
Requirements
- 5+ years of experience as an Account Executive closing six‑figure+ new‑business deals.
- Experience at an early‑stage startup (Seed to Series B).
- Proven track record selling into financial services, banking, or credit unions.
- Managed 6+ month enterprise sales cycles with multiple stakeholders.
- Experience selling AI, automation, or complex technical platforms.
- Based in San Francisco or willing to relocate; role requires 5 days in‑office per week.
- Familiarity with Salesforce.
- 5–8 years of experience closing enterprise AE‑level B2B SaaS deals at top SaaS companies or start‑ups.
Benefits
- 100% paid health, dental & vision care
- 401(k) & financial wellness perks
for prose. No job title heading. No Job ID. Remove boilerplate. Include sections only if real content. We need to parse the posting. Content: - Intro line: "Enterprise Account Executive Full-time / On-site / San Francisco, CA $145K - $155K (OTE: $290K - $310K)" includes location, pay, OTE. So we have Pay info: $145K - $155K base, OTE $290K - $310K. Also location: San Francisco, CA. Also schedule: Full-time, On-site, 5 days in-office required (mentioned later). So we can have sections: Pay, Location? Not required but we can include under maybe "About the role" or separate sections. The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we should create sections accordingly if content exists. We need to include About the role: description of company, product, etc. Responsibilities: bullet list of duties. Requirements/Qualifications/Skills: maybe combine? We have experience requirements: 5+ years as AE closing six-figure+ new business deals, experience at early-stage startup (Seed to Series B), sold into financial services, banking, or credit unions, managed 6+ month enterprise sales cycles with multiple stakeholders, experience selling AI, automation, or complex technical platforms, based in SF or willing to relocate; 5 days in-office required, tech stack - Salesforce, 5-8 years of experience Closing Enterprise AE's - B2B SaaS deals at top SaaS companies, Start-ups. Also "We are looking for a Enterprise Account Executive with 5+ years of experience to own a territory and close six- and seven-figure deals selling our agentic AI platform to community banks and credit unions across the US." That's more description. We can create sections: About the role (company/product description), Responsibilities (what you'll be doing), Requirements (experience, qualifications), Benefits (list), Pay (base and OTE), Schedule (Full-time, On-site, 5 days in-office). Also maybe Location but not required. We must not create sections with filler like "commensurate with experience". We have actual content. We must preserve all substantive info; not invent or summarize away detail. So we need to include all details. Let's extract details: Company description: "The company builds agentic AI for community banks and credit unions - their platform handles voice, digital and employee-assisted channels through a single AI brain that learns and operates autonomously. Series A with $30M raised and already cash-flow positive. Trusted by hundreds of financial institutions with real revenue and real outcomes in production at scale." Later: "You'll join a profitable, $30M Series A company already trusted by 100+ financial institutions reaching over 10 million Americans." Product description: "The product: The company's agentic AI platform is purpose-built for financial institutions - community banks and credit unions. The platform features a single AI brain that powers interactions across multiple channels: Voice AI: Autonomous voice agents that handle inbound calls, resolving and fulfilling customer needs rather than simply routing to a human Digital AI: Intelligent virtual assistants across digital banking channels Employee-Assisted AI: AI co-pilots that support bank and credit union staff Unlike basic chatbots or deflection tools, the company's agents actually respond to and resolve customer requests end-to-end. The platform comes pre-trained for financial services use cases, making it easy to integrate, scale, and manage while ensuring compliance with banking regulations. Trusted by over 100 banks and credit unions and reaching more than 10 million Americans, the platform delivers measurable ROI through automation, improved customer satisfaction, and operational efficiency." Responsibilities (What will you be doing?): - Owning a defined geographic territory and driving new logo acquisition through a mix of inbound leads (~70%) and strategic outbound to named accounts - Qualifying prospects using MEDDIC methodology and managing complex, multi-stakeholder enterprise sales cycles from discovery through close - Partnering with BDRs and sales engineers to build pipeline and deliver technical demos to senior decision-makers at financial institutions - Closing six- and seven-figure ACV deals with long-term (5-year) contract structures - Acting as the strategic owner of your region - deciding how to deploy resources, prioritize accounts, and hit quota. Also earlier: "You'll join a profitable, $30M Series A company already trusted by 100+ financial institutions reaching over 10 million Americans. This is a hunter role - you'll be the CEO of your territory, leveraging inbound leads, BDRs, and sales engineers to acquire new logos. Deal cycles average 6–9 months with contracts averaging 5 years, and there's a clear path to elevated roles given the small, high-performing team." That could be part of About the role or Responsibilities. We'll incorporate. Requirements/Qualifications/Skills: - 5+ years as AE closing six-figure+ new business deals. - Experience at early-stage startup (Seed to Series B) - Sold into financial services, banking, or credit unions (ideal) - Managed 6+ month enterprise sales cycles with multiple stakeholders - Experience selling AI, automation, or complex technical platforms - Based in SF or willing to relocate; 5 days in-office required - Tech stack - Salesforce - 5 - 8 years of experience Closing Enterprise AE's - B2B SaaS deals at top SaaS companies, Start-ups. - (Also mention "We are looking for a Enterprise Account Executive with 5+ years of experience to own a territory and close six- and seven-figure deals selling our agentic AI platform to community banks and credit unions across the US.") That's similar. We could combine into Requirements section. Benefits list: - 100% paid health, dental & vision care - 401(k) & financial wellness perks - Daily meals provided - Commuter benefit - Monthly wellness stipend - Claude Enterprise + frontier AI tools for every employee - Discretionary PTO - Paid parental leave - Mental health & wellness benefits - Family benefits - Competitive equity compensation Pay: - Base: $145K - $155K - OTE: $290K - $310K Schedule: - Full-time - On-site - 5 days in-office required Location: San Francisco, CA (could be in About the role or a separate Location section but not required; we could include in About the role paragraph.) We must not repeat job title as heading. So no
for Enterprise Account Executive.
We must output only HTML fragment, no /, no markdown.
We'll produce something like:
About the role
...
Responsibilities
- ... ...
Requirements
- ... ...
Benefits
- ... ...
Pay
Base salary: $145K – $155K; OTE: $290K – $310K.
Schedule
Full‑time, on‑site role requiring 5 days in‑office per week.
We need to ensure we preserve all substantive info. Let's craft About the role paragraph combining company description, product description, stage, traction, etc. We must not invent or summarize away detail. So we need to keep specifics: Series A $30M raised, cash-flow positive, trusted by hundreds of financial institutions, later says trusted by 100+ financial institutions reaching over 10 million Americans. We'll include both. Product details: single AI brain, voice AI, digital AI, employee-assisted AI, resolves end-to-end, pre-trained for financial services, compliance, trusted by over 100 banks and credit unions, reaching >10 million Americans, delivers measurable ROI via automation, improved CSAT, operational efficiency. Also mention that it's hunter role, CEO of territory, leveraging inbound leads, BDRs, SEs, deal cycles 6-9 months, contracts avg 5 years, clear path to elevated roles. We'll include all. Now Responsibilities: list as above. Requirements: list as bullet points. Make sure we don't duplicate content unnecessarily but preserve all. Let's draft. Check for any boilerplate: cookie/navigation/legal/EEO etc. Not present. Now produce HTML. Be careful to escape any special characters? Not needed. We'll output:About the role
The company builds agentic AI for community banks and credit unions, with a platform that handles voice, digital and employee‑assisted channels through a single AI brain that learns and operates autonomously. It is a Series A company with $30M raised and is already cash‑flow positive, trusted by hundreds of financial institutions (over 100+ banks and credit unions) reaching more than 10 million Americans. The agentic AI platform is purpose‑built for financial institutions: a single AI brain powers Voice AI (autonomous voice agents that resolve inbound calls end‑to‑end), Digital AI (intelligent virtual assistants across digital banking channels), and Employee‑Assisted AI (AI co‑pilots that support bank and credit‑union staff). Unlike basic chatbots, the agents actually respond to and resolve customer requests end‑to‑end, come pre‑trained for financial‑services use cases, integrate easily, scale, and maintain compliance with banking regulations. The platform delivers measurable ROI through automation, improved customer satisfaction, and operational efficiency. As a hunter role, you will be the CEO of your territory, leveraging inbound leads, BDRs, and sales engineers to acquire new logos, with deal cycles averaging 6–9 months and contracts averaging 5 years, and a clear path to elevated roles on the small, high‑performing team.
Responsibilities
- Own a defined geographic territory and drive new logo acquisition through a mix of inbound leads (~70%) and strategic outbound to named accounts.
- Qualify prospects using MEDDIC methodology and manage complex, multi‑stakeholder enterprise sales cycles from discovery through close.
- Partner with BDRs and sales engineers to build pipeline and deliver technical demos to senior decision‑makers at financial institutions.
- Close six‑ and seven‑figure ACV deals with long‑term (5‑year) contract structures.
- Act as the strategic owner of your region — deciding how to deploy resources, prioritize accounts, and hit quota.
Requirements
- 5+ years of experience as an Account Executive closing six‑figure+ new‑business deals.
- Experience at an early‑stage startup (Seed to Series B).
- Proven track record selling into financial services, banking, or credit unions.
- Managed 6+ month enterprise sales cycles with multiple stakeholders.
- Experience selling AI, automation, or complex technical platforms.
- Based in San Francisco or willing to relocate; role requires 5 days in‑office per week.
- Familiarity with Salesforce.
- 5–8 years of experience closing enterprise AE‑level B2B SaaS deals at top SaaS companies or start‑ups.
Benefits
- 100% paid health, dental & vision care
- 401(k) & financial wellness perks