Account Executive (Financial Services)

Join Code Metal as an Account Executive in the financial services sector. In this role, you will drive business development, technical collaboration, and long-term account growth. You will manage the entire sales process, build relationships with key stakeholders, and structure funding paths for deals. You will work closely with various teams, including Solutions, Product, and Engineering, and maintain a long-lead pipeline against goals with accurate forecasting. Benefits include a retirement plan, uncapped vacation, health care plan, flexible hybrid work arrangement, and relocation assistance for qualifying employees.

• Engagements from introduction through technical evaluation, commercial close, and expansion.
• Running the full motion from first conversation through signature: proof of value, paid integration, production.
• Building relationships and trust with major financial institutions to turn a first engagement into a lasting presence in the account.

• Passion: you care about the customer's outcome, not just the close. You go where the action is, on site when a deal needs you, an event to build relationships, dinner with your key stakeholders, etc. and you bring energy that lifts the people around you
• Trust: financial services runs on it. 5+ years selling into, or capturing business within, major U.S. banks or financial institutions, with the trusted, enduring relationships to show for it. You're fluent in complex organizational dynamics and structures, and your forecast holds up because your judgment does. You'll need to be able to clear standard financial-services background and regulatory screening
• Humility: you win as a team and share credit easily, ask for help early, and take feedback without flinching. You try things, keep what works, drop what does not, and let the playbook get better every quarter because of it
• Curiosity: you dig until you understand: how a business line is funded, what your stakeholders actually worry about, and how your solution maps to a program's outcomes
• Nice to have: active relationships inside one or more major U.S. banks or financial institutions; familiarity with core banking systems, risk and compliance platforms, legacy system modernization, or developer tooling; CRM discipline and experience using tools for conducting market and account research