Senior Account Executive (Strategic Growth, Financial Services)

Join our high-growth company as a Senior Account Executive focused on the Financial Services market. In this role, you will partner with the global sales team to execute a strategic client growth plan, upsell existing client relationships, and develop strong internal relationships. You will also coordinate with your team to forecast accurately and gather market and client product needs. This is an opportunity to make a significant contribution to the company's growth and future success.

• Partner with the global sales team to execute a strategic client growth plan and achieve shared revenue targets.
• Focus on upselling existing client relationships by researching opportunities, initiating discussions, conducting demos, and closing sales.
• Develop strong internal relationships and coordinate with your team to forecast accurately and develop the necessary pipeline to meet and exceed goals.

• Ability to listen actively, ask insightful questions, and uncover the real needs of the client, becoming a trusted partner. Use your knowledge of the industry, competitive environment, and client experiences to identify trends and stay ahead of customer needs
• Strong ability to develop rapport with new people, and to maintain relationships, combined with a positive, outgoing personality
• An energetic and creative individual, possessing natural curiosity with the ability to learn quickly. Must have a strong work ethic
• Experience hitting six-figure or seven-figure revenue targets on an annual basis
• 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)
• Conduct product demonstrations in a value-based sales environment
• Able to distill and explain complex issues in simple terms
• Able to cold call and prospect across a client base while building a pipeline
• Partner with our Global Customer Success, Sales Development and Product Specialist teams to deliver strong growth across a defined client base
• Outstanding communicator, whether in presentations or casual conversations, and can convey value propositions clearly across all levels of an organization
• Partner with the global sales team to help execute a strategic client growth plan with the global sales team for your book of accounts across a shared revenue target
• Quick learner and able to implement feedback effectively
• Able to travel to clients on a regular basis
• Proven track record of exceeding targets; we maintain a team of top sales performers and a great winning culture. Reputation for consistently delivering results and setting the example for work ethic, initiative, enthusiasm, and commitment