Account Executive - Financial Services

SymphonyAI • City of Albany, NY

23h

About The Position

Account Executive Sales – Financial Services
Join SymphonyAI as a key member of our Financial Services team, where you will drive customer acquisition and revenue growth in a rapidly evolving AI SaaS market. As an Account Executive Sales professional specializing in Financial Services, you will identify, engage, and close business with leading organizations seeking innovative solutions for their digital transformation initiatives. This is an exciting opportunity to have a direct impact on company growth while further developing your career in enterprise technology sales.

Requirements

• Proven track record of exceeding new business sales targets in the Financial Services industry, ideally in enterprise software or SaaS.
• Ability to understand complex business challenges in financial services, including risk management, compliance, financial crime, digital transformation, and customer experience.
• Strong skills in consultative, solution-based selling, with the ability to influence executive stakeholders.
• Demonstrated experience managing long, complex sales cycles and navigating decision-making processes within enterprise organizations.
• Excellent communication, negotiation, and presentation skills.
• Self-starter who thrives in a results-driven, fast-paced environment.
• Bachelor’s degree in Business, Finance, Technology, or a related field; advanced degrees a plus.
• 5+ years of quota-carrying sales experience in selling enterprise software, SaaS, or technology solutions to Financial Services organizations.
• Deep understanding of the Financial Services industry landscape, major challenges, regulatory trends, and decision-making structures.
• Familiarity with AI, analytics, or digital transformation solutions is strongly preferred.
• Proficiency with CRM and sales engagement tools, such as Salesforce.
• Willingness to travel as needed for client engagements and industry events.

Responsibilities

• Own and drive new business revenue across the Financial Services vertical, focusing on banks, insurance companies, and related enterprises.
• Develop, manage, and execute an effective sales strategy for territory or named accounts to meet or exceed sales goals.
• Identify, qualify, and build new business relationships with key decision-makers and influencers in target organizations.
• Lead end-to-end sales cycles including prospecting, needs assessment, value discovery, solution presentations, proposal development, negotiation, and close.
• Work collaboratively with pre-sales, solution engineering, product management, and marketing teams to tailor SymphonyAI offerings to customer requirements.
• Maintain accurate sales forecasts, pipeline management, and activity records using CRM tools.
• Act as a trusted advisor to clients, understanding business challenges and presenting SymphonyAI solutions that drive value.
• Represent SymphonyAI at industry events, conferences, and networking opportunities to build brand presence and generate new leads.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level