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North America

  • Act as a trusted business advisor to C-level audiences, leveraging deep knowledge of Boomi technology to drive platform adoption and expansion.
  • Identify and pursue upsell and cross-sell opportunities within an existing book of Emerging Growth and Mid Market banking and financial services accounts.
  • Develop and execute account plans, forecast sales, and track critical metrics to achieve revenue growth targets.

MEDDPICC Sales Forecasting Account Management Financial Services

20 jobs similar to Mid Market Account Manager - Financial Services/Banking (East Coast US)

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EMEA

  • Drive net-new revenue growth by acquiring new enterprise customers and expanding Boomi's EMEA presence.
  • Develop and execute strategic sales plans, engaging C-level executives and leading the full sales cycle from prospecting to closure.
  • Partner with marketing, pre-sales, and partners to generate pipeline and represent Boomi at industry events.

Boomi is the data activation company for AI, powering the agentic enterprise with its award-winning Enterprise Platform. Trusted by over 30,000 customers and supported by 800+ partners, Boomi fosters a culture of accountability, transparency, and innovation.

US Unlimited PTO

  • Drive expansion revenue for mid-tier accounts, exceeding GRR and NRR targets through upsell and cross-sell.
  • Manage the expansion pipeline and collaborate with Customer Success on account health and strategy.
  • Lead customer growth conversations end-to-end, including discovery, QBRs, pricing, and closing.

AudioEye is a digital accessibility platform dedicated to eliminating barriers to web access for people with disabilities. The company is purpose-driven and collaborative, with a team focused on creating meaningful impact through accessible experiences.

$150,000–$175,000/yr
US

  • Own and grow a portfolio of 15-20 mid-market banks and credit unions as a true hunter across the full sales cycle.
  • Develop executive relationships and strategic account plans to close new Marketing Solutions opportunities.
  • Partner with internal teams and maintain a healthy pipeline to consistently exceed annual bookings targets.

Vericast is a financial institution performance partner that helps banks and credit unions drive growth through data, technology, and integrated solutions. With thousands of FI clients and 150 years of financial services expertise, the company fosters a culture of collaboration, innovation, and workplace flexibility.

$75,000–$120,000/yr
US Unlimited PTO

  • Drive weekly sales calls to major accounts at all levels, ensuring predictable renewals.
  • Expand existing license and product footprint through up-selling and cross-selling.
  • Manage sales pipeline and forecasting, partnering with Marketing and Customer Success.

Allego is a rapidly growing SaaS company in the Boston area and creator of the market-leading Revenue Enablement Platform, helping Go-To-Market teams build skills and knowledge for selling. Recognized as a top workplace by Boston Business Journal, Boston Globe, and Inc. Magazine, it has a culture centered on operating principles.

Global

  • Own and grow revenue across a customer portfolio with upsell and expansion targets.
  • Identify upsell opportunities, build an expansion pipeline, and turn at-risk accounts into high-value customers.
  • Act as the main commercial contact and bring customer insights to product and leadership teams.

Fyorin is a payments and financial operations platform automating money movement for finance teams. They are a fast-growing scale-up with 500+ clients and a direct-impact culture.

  • Drive new business by generating 80% of your own pipeline and engaging multiple personas within target accounts.
  • Own accurate sales forecasting and close complex deals using MEDDICC, Command of the Message, and solution selling.
  • Collaborate with internal teams and channel partners to ensure seamless customer experiences and long-term success.

Benchling is the AI platform for biotech R&D, helping scientists design experiments, capture structured data, and run AI models in their workflows. Over 200,000 scientists at academic labs and biopharma companies like Sanofi and Moderna trust Benchling to accelerate discovery and development.

UK

  • Build trusted executive relationships and create long-term account strategies that grow Valiantys' value across enterprise customers.
  • Lead discovery around clients' most important challenges, selling business outcomes and measurable value rather than capacity.
  • Orchestrate multidisciplinary teams and apply commercial discipline, using MEDDPICC to forecast, qualify and manage complex services opportunities.

Valiantys transforms how organizations work by delivering Atlassian-based solutions that increase enterprise and team agility. It is a fast-growing, international and entrepreneurial company with a multicultural team and a genuinely European scope.

US Canada

  • Own a book of business from post-sale handoff through renewal and expansion, building strong mid-market customer relationships.
  • Identify expansion opportunities, conduct quarterly business reviews, and present tailored product demonstrations.
  • Manage pipeline and forecasting using Salesforce and other tools, with meticulous documentation and organization.

MaintainX is a mobile-first work execution platform helping industrial and frontline teams reduce downtime and run better operations. With more than 13,000 customers and now part of Autodesk, it's a fast-paced, high-growth environment focused on customer success.

US

  • Manage a New Business sales team focused on Financial Services, driving deals and delivering revenue targets.
  • Recruit, hire, and ramp AEs while retaining top talent and holding the team accountable to KPIs.
  • Partner with Marketing, Product, and Pre-sales teams to exceed high growth targets.

AlphaSense is an AI platform redefining market intelligence and workflow orchestration, trusted by thousands of leading organizations. It is a high-growth company with a performance-driven culture and a team of top sales performers.

North America Unlimited PTO

  • Own a scaled portfolio of SMB and mid-market accounts, using data to prioritize engagement and build multi-threaded relationships.
  • Drive retention and renewal outcomes by identifying risk early, coordinating mitigation plans, and leading commercial conversations.
  • Partner with Sales, CSMs, FDEs, and cloud-provider teams to expand adoption of DoiT's products and expertise.

DoiT is a global technology company that helps cloud-driven organizations leverage the cloud for growth and innovation, combining data, technology, and human expertise to solve complex multicloud problems. The company is an award-winning strategic partner of AWS, Google Cloud, and Microsoft Azure, serving more than 4,000 customers worldwide with a remote-first culture of entrepreneurial 'Do'ers.'

Costa Rica

  • Manage and retain clients while driving revenue growth through upsell and renewal opportunities.
  • Act as client liaison with internal teams like ClientCare, Billing, Product, and Technical Support.
  • Provide product training and consultative discovery to identify needs and new opportunities.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. We have an amazing team of 25,200 people in 32 countries.

Europe

  • Own 7-15 key accounts representing ~$3M revenue and drive expansion, upgrades, and renewals.
  • Build trust-based relationships with stakeholders across commercial, medical, IT, and procurement.
  • Execute account plans to achieve 20% YoY revenue growth and progress toward sales leadership.

SpotMe is a leading B2B event platform that helps enterprises increase event impact through CRM-connected experiences across in-person, virtual, hybrid events, and webinars. With a strong focus on life sciences, SpotMe powers Onomi, an HCP engagement product enabling medical and commercial teams to run impactful congresses, symposia, advisory boards, and webinars.

$180,000–$200,000/yr
US Unlimited PTO

  • Manage a portfolio of ~100 commercial and mid-market customers, owning account plans, whitespace strategy, and expansion forecasts.
  • Identify, qualify, and close expansion opportunities including add-on capacity, cross-sell, upsell, and new workloads.
  • Partner with Customer Success, Renewals, and Sales Engineering to translate adoption and risk into growth plans.

Qumulo's cloud data platform manages exabytes of demanding enterprise data, unifying files and objects across edge, core, and cloud. With over 1,100 customers and a collaborative, data-driven culture, Qumulo powers mission-critical workloads worldwide.

$140,000–$165,000/yr
North America Unlimited PTO

  • Own pipeline, forecast, and closed revenue for Salesforce, data, and AI across your territory.
  • Sell AI-first using agents and AI tooling to research, prepare, and draft proposals.
  • Quarterback solution architects and engineers to scope, estimate, and win deals.

Zennify is a data engineering and customer experience consultancy for regulated industries, delivering Salesforce, data, and AI solutions. We're a remote team with 750+ certifications, 600+ Salesforce projects, and a 4.9/5 CSAT, backed by Tercera and Salesforce Ventures.

$70,000–$70,000/yr
US

  • Drive growth within an assigned territory by identifying upsell opportunities and achieving revenue goals.
  • Lead the full sales cycle from outbound prospecting and product demos to negotiation and closure.
  • Collaborate cross-functionally and maintain accurate records in Salesforce and Gong.

StarRez is the global leader in student housing software, providing innovative solutions for housing management, resident wellness, and revenue generation. Trusted by 1,400+ clients across 25+ countries, it blends global capabilities with a supportive, high-performing team culture.

Americas Unlimited PTO

  • Own the full-cycle sales motion from first conversation to signed contract across IDVs, eSignatures, and regulated industries.
  • Sell API-first identity verification directly and through resellers, focusing on recurring eID usage.
  • Partner with BDR and marketing on pipeline, forecast honestly, and represent the Americas voice internally.

Hopae is building a trusted digital identity platform that enables businesses to verify real people across borders through a single API. Backed by top global investors, the company operates across Seoul, Paris, Luxembourg, and San Francisco with a multicultural team of over 10 nationalities.

United States

  • Manage and grow an established portfolio of client accounts through renewals, cross-sell, and up-sell.
  • Act as a trusted advisor and drive negotiation, contracting, and approval processes.
  • Prospect, qualify, and close new business to meet and exceed annual sales objectives.

Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies grow, manage risk, and innovate. They are a diverse, global team that values creativity, collaboration, and bold ideas.

Europe 6w PTO

  • Select suitable banks, EMIs, and PSPs for Boosta's companies based on business needs, jurisdictions, and risk profile.
  • Manage end-to-end onboarding and corporate account opening across jurisdictions, including Tier-1 and APAC markets.
  • Prepare KYC/KYB applications, coordinate with Legal, Finance, and Treasury, and manage ongoing KYC requirements.

Boosta is a holding tech company that creates, develops, and invests in digital businesses with global potential. We collaborate with over 800 specialists worldwide, and millions of users use our products and services.

$212,700–$343,000/yr
Global Unlimited PTO

  • Drive the full sales cycle from outreach to close with corporate prospects.
  • Partner with marketing, partner teams, SDRs, and customer success to drive adoption.
  • Position Camunda's agentic orchestration platform to technical and business leaders.

Camunda is the enterprise platform for agentic orchestration, coordinating AI agents, people, and systems across business processes. Trusted by over 700 organizations, it is a fast-growing, fully remote company with a collaborative culture.

EMEA

  • Manage and expand sales activities with existing customer accounts and new leads.
  • Develop and execute strategic territory plans to drive pipeline growth across enterprise segments.
  • Collaborate cross-functionally to promote optimization technology and build long-term partnerships.

Gurobi Optimization develops mathematical optimization software that helps businesses make smarter decisions and solve complex problems. They are a mission-driven, collaborative global team focused on innovation and customer success.