Strategic Account Executive (Financial Services)

• Cultivate and oversee a dynamic sales pipeline within the Insurance and Wealth sector
• Formulate strategic deal models and cultivate substantial, intricate partnerships
• Identify and capitalize on new business prospects, driving revenue and fostering sustainable financial growth
• Engage and influence senior leadership at major financial institutions, bringing a confident and credible executive presence to every interaction
• Lead negotiations throughout the sales process to secure favorable terms and agreements for multi-year contracts
• Foster connections with industry experts for strategic collaborations and business expansion
• Collaborate closely with Product and Marketing teams to develop holistic solutions
• Tag team with other Insurance and Wealth department members at industry events and joint deals

Benefits

• Premium Healthcare - Medical insurance with an option for $0 deductible & monthly payment, plus vision and dental benefits
• Paid Time Off - Four weeks of paid vacation time, in addition to federal holidays and paid sick leave
• Financial Wellness - Company-sponsored 401(k) retirement plans with up to 4% employer match for US employees
• Stock Options - Competitive equity offerings for all employees to share in the success of the company
• Bereavement Care - Flexible leave and premium access to the Empathy platform for employees, friends, and family dealing with loss
• Parental Leave - Paid leave for new and expecting parents with flexible extension and return to office options

• 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