Senior Account Executive (Existing Business, Financial Services)

Join our high-growth company as a Senior Account Executive focused on existing client relationships in the Financial Services market. This role involves managing the end-to-end sales process, upselling to existing clients, and collaborating with marketing and product teams. You will have the opportunity to work from home, travel to clients, and make a significant impact on the company's growth.

• Take responsibility for the end-to-end sales processes in your territory, targeting hedge funds, asset managers, investment bankers, and sell-side research departments.
• Focus on upselling existing client relationships, requiring you to research opportunities, initiate discussions, prospect new teams, conduct demos, manage product trials, and close sales.
• Forecast accurately and develop the necessary pipeline to meet and exceed goals, while partnering closely with the marketing team to expand brand awareness.

• Able to travel to clients monthly or quarterly based on business needs
• Strong ability to develop rapport with new people, and to maintain relationships, combined with a positive, outgoing personality
• Energetic and creative individual, possessing natural curiosity with the ability to learn quickly
• Able to distill and explain complex issues in simple terms
• Able to prospect and build a pipeline, from identifying the right opportunities to gaining access to the right levels of and across an organization; influencing and building advocacy to create the conditions for enterprise
• An expert communicator with the ability to comfortably communicate across all levels of an organization
• Outstanding oral, written and presentation skills
• Proven track record of achieving sales targets; we are building a team of top sales performers and a great winning culture, so looking for people who share the same experience and values and together we can continue on our explosive growth
• 7+ years of relevant sales experience with a B2B SaaS solution and a customer network in the Financial Services market (buy side and sell side)
• Reputation for consistently delivering results and setting the example for work ethic, initiative, enthusiasm, and commitment