Enterprise Account Executive (Financial Services)

• The Enterprise Account Executive (Financial Services) will report to the Director of Enterprise GTM and own revenue growth across a portfolio of Scale AI’s most strategic financial services customers and prospects
• This role is focused on selling complex, agentic AI solutions -autonomous workflows powered by LLMs and human-in-the-loop systems - into large banks, insurers, asset managers, and fintechs
• You will operate as a strategic partner to senior executives across the business, technology, and risk organizations - helping them reimagine core workflows (e.g., underwriting, fraud detection, KYC, claims, research, and operations) through AI agents
• This is a highly consultative, technical enterprise sales role requiring deep domain fluency, executive presence, and the ability to navigate regulatory, security, and multi-stakeholder complexity
• You will own the full customer lifecycle - from origination through close, deployment, and expansion - while acting as the quarterback across Solutions Engineering, Product, Research, and Delivery teams to land and scale high-impact AI programs
• Own and expand relationships with the largest financial services institutions (banks, insurers, capital markets, fintech), focusing on high-impact, multi-year AI transformations
• Sell agentic AI solutions by mapping Scale’s capabilities to mission-critical workflows (e.g., underwriting, fraud, compliance, customer ops, investment research)
• Build trusted relationships with executive stakeholders (CIO, CTO, Chief Data/AI Officer, Heads of Risk/Operations/Lines of Business) and guide enterprise AI strategy
• Develop and execute multi-threaded account plans that drive net-new revenue, expansion, and long-term platform adoption
• Lead complex deal cycles, including business case development, ROI modeling, and mutual close plans across new business, renewals, and expansions
• Partner deeply with Solutions Engineering to shape and land technically credible pilots, POVs, and production deployments
• Navigate regulatory, security, and procurement processes unique to financial services environments
• Act as the voice of the customer internally—informing product roadmap, agent design, and vertical-specific solutions
• Maintain a strong command of pipeline, forecasting, and deal hygiene using Salesforce, Clari, and related tools
• Operate with urgency and precision in a fast-paced, highly cross-functional environment

Benefits

• Health & Wellbeing: Our holistic approach to supporting Scaliens includes comprehensive health coverage, dental and vision insurance, mental healthcare services, and more. PTO policies and accommodating schedules ensure you’ll get time off when you need it to relax and recharge. Note that our offerings may vary by region as we strive to respond to the unique needs of Scaliens around the globe.
• Personal & Career Growth: Continuously learn and grow through annual learning & development stipend, attending leadership breakfasts, manager training, speaker series, and joining an ERG.
• Building Scale Community: We welcome guests to our offices, and you can expect to see Scalien families and friends around. Join local happy hours, and accept invites to game nights, book clubs, and many other employee-led community events.
• Parental Support: Balancing work and family is essential, and Scale understands the importance of having adequate leave policies in place to promote a healthy home and work life.

• 8–12+ years of enterprise sales experience, with significant focus on financial services (banking, insurance, capital markets, or fintech)
• Experience selling AI/ML, data platforms, or workflow automation technologies, with the ability to position agentic / LLM-driven solutions at a business and technical level
• Demonstrated success engaging and influencing executive stakeholders, including building and delivering compelling business cases and ROI narratives
• Excellent communication and storytelling skills across both technical and non-technical audiences
• Strong command of enterprise sales methodology, including account planning, multi-threading, and disciplined forecasting
• High level of business acumen, technical curiosity, and a consultative, customer-first mindset
• Ability to navigate ambiguity, long sales cycles, and complex stakeholder landscapes with high ownership and resilience
• Deep understanding of financial services workflows (e.g., underwriting, claims, fraud, KYC/AML, research, operations) and how technology transforms them
• Proven track record of closing and expanding large, complex, multi-million dollar enterprise deals within highly regulated environments
• Experience selling agentic AI, LLM platforms, or automation solutions into financial services
• Background working with or alongside risk, compliance, or data organizations within large enterprises
• Familiarity with regulatory considerations (e.g., model risk management, auditability, data privacy) in AI deployments
• Prior experience in high-growth or emerging technology environments