Account Executive (Financial Services)

• As an Account Executive, you will be the face of our sales organization, owning the full sales cycle and selling our industry-leading data enrichment offerings through a consultative, value-based selling approach.
• Windfall’s wealth data powers high-impact use cases across industries, helping companies identify high-net-worth customers, personalize outreach, strengthen loyalty programs, and grow their customer base at scale
• As an Account Executive on the Financial Services team, you will own new business generation within financial services enterprises — spanning wealth management, private banking, national and regional banking, insurance, real estate, and alternative investments.
• This is a full-cycle, quota-carrying seller role: you’ll build and run your own pipeline through outbound prospecting and channel/event engagement, apply consultative selling to FS-specific pain points and buying processes, partner closely with Solutions Engineering and Revenue Operations, and own negotiation, pricing, and closing through signature
• We’re on a mission to change how organizations perceive and use people data. And we hold true to our core values of: (1) Be an excellent communicator; (2) Operate with transparency; (3) Provide leverage, not optimization; (4) Win When Our Customers Win; and (5) Act with integrity and trust
• Conduct account and prospect research and execute strategic, targeted outreach against a defined FS account list
• Build and manage pipeline primarily through self-sourced, cold outbound prospecting (calls, emails, social), supplemented by industry trade shows/conferences and relevant online engagement platforms
• Apply consultative selling to understand FS-specific pain points (e.g., data quality, compliance, prospecting/underwriting efficiency) and to position Windfall’s solution accordingly
• Partner with Solutions Engineering, Revenue Operations, and Sales leadership to run technical evaluations and structure deals
• Develop and deliver pitch materials and research tailored across the full buying committee — from C-level and VP-level business executives (e.g., CRO, CMO, CFO, CEO, VP of Sales/Marketing) and senior data/technology leaders (e.g., Chief Data Officers, Digital/Innovation leaders) to mid-level marketing and line-of-business (LOB) leadership
• Manage a full and accurate pipeline in Salesforce to consistently meet or exceed quota
• Own deal negotiation, pricing, contract structuring, and closure, factoring in FS-specific procurement, security, and compliance review cycles

Benefits

• Medical, dental, and vision
• Retirement benefits
• Commuter benefits
• Long-term disability and life
• Paid time off
• Paid sick and volunteer days
• Paid parental leave
• Floating holidays
• Stock options
• Fully-stocked kitchen
• Pet-friendly office
• Remote-enabled

• Extensive understanding of data and its many applications/use cases
• Minimum of 3 years at the Account Executive level, with consultative technology sales experience with a verified track record of exceeding quota
• Must be able to remain focused in the face of many competing interests
• Bachelor’s degree
• Extensive experience with sales tools - Salesforce, Outreach/Groove, LinkedIn, ZoomInfo, etc
• Ambitious, driven, and detail-oriented, with an ability to manage time effectively
• Extensive experience with outbound prospecting, cultivating and multi-threading accounts, and building a robust pipeline
• Strong written and verbal communication skills
• Understanding of CRM technology & APIs
• Experience selling in a high-growth startup environment
• Solid understanding of the data businesses, paid marketing, and data analytics
• Bachelor’s degree from a top-tier university
• Experience selling into financial services buyers, with vertical specialization in one or more of: wealth management, private banking, banking (national and/or regional), insurance, real estate, or alternative investments