Account Executive, Financial Services

This position is posted by Jobgether on behalf of a partner company. We are currently looking for an Account Executive, Financial Services in the United States.

This role sits at the intersection of data, analytics, and financial services, focusing on driving new business growth while strengthening long-term client partnerships. You will act as a trusted advisor to financial institutions, helping them leverage advanced data and technology solutions to improve performance, manage risk, and unlock new opportunities. Operating within a named-account territory, you will be responsible for both strategic relationship management and proactive business development. The role requires a strong ability to understand complex client needs and translate them into tailored solutions that deliver measurable impact. You will collaborate closely with internal teams to shape go-to-market strategies, expand revenue opportunities, and enhance customer success. Success in this position comes from combining consultative selling skills with deep curiosity about how data transforms financial services. This is a high-impact, client-facing role in a fast-paced, growth-oriented environment.

Accountabilities:

Drive new business development, account growth, and retention across a defined portfolio of financial services clients.
Build and maintain strong executive-level relationships, positioning yourself as a trusted advisor on data, analytics, and technology solutions.
Identify and pursue cross-sell and up-sell opportunities within existing accounts to maximize revenue growth.
Achieve monthly and annual sales targets while managing a structured pipeline and accurate forecasting.
Collaborate cross-functionally with internal teams to design, position, and deliver tailored client solutions.
Analyze client needs and industry trends to uncover new opportunities and emerging revenue streams.
Advocate for the voice of the customer internally to help shape and improve product and solution offerings.
Manage complex sales cycles, ensuring alignment across stakeholders and successful deal execution.

Requirements

4+ years of experience in sales, business development, or account management roles.
Proven experience selling into financial services organizations or similar regulated industries.
Strong track record of developing new business opportunities as well as expanding existing accounts.
Ability to manage full sales cycles, including prospecting, pipeline management, and closing deals.
Excellent relationship-building skills with the ability to engage senior stakeholders and decision-makers.
Strong commercial mindset with the ability to prioritize opportunities and manage time effectively.
Bachelor’s degree in Business, Finance, or a related field, or equivalent professional experience.
Excellent communication and consultative selling skills with a customer-first approach.
Strong understanding of how data, analytics, and technology solutions drive business value in financial services.

Benefits

Competitive base salary with performance-based bonus/variable compensation
Comprehensive health coverage including medical, dental, and vision insurance
401(k) retirement plan with company matching contributions
Fully remote work environment with flexibility
Flexible time off policy including vacation, sick leave, volunteer time off, and paid holidays
Strong learning, development, and career growth opportunities
Inclusive and people-first culture focused on belonging and recognition
Access to wellness, work-life balance, and employee support initiatives.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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Account Executive, Financial Services

Requirements

Benefits

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