Strategic Account Executive (Financial Services)

Join our team as a Strategic Account Executive in the Financial Services sector. In this role, you will cultivate and oversee a dynamic sales pipeline within the Insurance and Wealth sector, formulate strategic deal models, and engage with senior leadership at major financial institutions. You will lead negotiations throughout the sales process, foster connections with industry experts, and collaborate closely with Product and Marketing teams. This position offers competitive benefits, including paid parental leave, bereavement care, stock options, paid time off, premium healthcare, and a company-sponsored 401(k) retirement plan.

• Cultivate and oversee a dynamic sales pipeline within the Insurance and Wealth sector, formulating strategic deal models and cultivating substantial partnerships.
• Identify and capitalize on new business prospects, driving revenue and fostering sustainable financial growth, while engaging and influencing senior leadership at major financial institutions.
• Lead negotiations throughout the sales process to secure favorable terms and agreements for multi-year contracts, collaborating closely with Product and Marketing teams to develop holistic solutions.

• Proven track record of surpassing quotas in high-growth sales environments
• Willingness to travel across the U.S. (approximately 15% travel)
• Ability to confidently present to — and build trust with — C-level executives at Fortune 500 firms, with the presence and polish to influence strategic decision-making at the highest levels
• Profound understanding of U.S. Insurance and Wealth products/services and claims decision-making processes
• 3+ years of experience in hands-on business development work, from value creation to contract negotiation, funnel creation, and opportunity management
• 5+ years of successful sales experience within a SaaS organization, preferably selling into financial or insurance institutions
• Demonstrated success in navigating complex, enterprise-level sales cycles involving multiple stakeholders, and averaging high six-figure ACV agreements
• Familiarity and experience applying and running a MEDDIC or MEDDPIC sales methodology
• Strong understanding of Insurance and Wealth agents’ needs and pain points
• Experience working with Insurance and Wealth organizations
• Familiarity with platforms such as Salesforce and Gmail