Source Job

$115,000–$185,000/yr
US 3w PTO

  • Build and nurture strategic partnerships with Financial Services marketers across North America.
  • Develop long-term consultative relationships with Financial Services clients to ensure revenue retention and identify opportunities for upsells.
  • Be a trusted advisor and expert to clients, providing expertise on trends, challenges, and opportunities within the Financial Services landscape.

Sales Account Management Business Development Financial Services Digital Advertising

20 jobs similar to Senior Account Executive, Financial Services

Jobs ranked by similarity.

US

  • Build and nurture strategic partnerships with Financial Services marketers across North America.
  • Develop long-term, consultative relationships with clients to ensure revenue retention and secure renewals.
  • Lead go-to-market strategies across existing business to accelerate growth.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

$55,000–$95,000/yr
US 3w PTO

  • Manage opportunities within current business accounts regarding new products.
  • Increase Experian revenue by managing and closing deals with existing customers.
  • Consult with C-level decision makers to understand needs and develop complex solutions.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.

US

  • Build and manage a pipeline of 3-4x quota focused entirely on net-new FSI accounts.
  • Conduct deep account research and territory mapping to target high-potential accounts.
  • Lead complex sales cycles from first contact through to contract execution.

Jobgether is a platform that uses AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They foster a culture of teaching and continuous improvement.

US

  • Achieve assigned sales targets.
  • Deepen existing client relationships—generating incremental business.
  • Consult with clients on business issues and marketing program design.

Vericast is the financial institution (FI) performance partner. They help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. That’s why thousands of financial institutions look to Vericast and their 150 years of financial services expertise to help them achieve more.

Europe

  • Responsible for evaluating sales opportunities and presenting Coface services to potential customers.
  • Developing a thorough understanding of key clients’ needs and requirements and preparing customized solutions.
  • Working closely with internal and external stakeholders to achieve high standards of customer service and satisfaction.

Coface helps companies navigate through uncertainty by empowering them to make the right decisions and trade smarter in a complex world. They have 5,200 experts representing 80+ nationalities in 58 countries and offer a full range of solutions.

US 4w PTO

  • Lead a team of 8 Middle Market Credit Union Account Executives.
  • Set clear goals, monitor performance, and provide regular feedback.
  • Collaborate with senior leadership to develop and execute sales strategies.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company, they have a team of 22,500 people across 32 countries and invest in people and new advanced technologies to unlock the power of data. Experian's culture and people are important differentiators, with a focus on DEI, work/life balance, and development.

$112,000–$181,000/yr
US

  • Develop a comprehensive sales plan to meet or exceed quota.
  • Proactively initiate contact with potential customers to expand business relationships.
  • Record all customer account information in the CRM.

Hyland is a company that provides a content services platform, helping employees, customers, and partners exceed their potential. The company has nearly 4,000 employees and has an employee-centric culture, supporting them through career development resources, wellbeing programs, and innovation practices.

US 3w PTO

  • Lead the strategy and define the sales plan for Experian product sales within named accounts.
  • Drive the sale of Experian and Experian Automotive products and solutions to our client base to Exceed sales goals each year.
  • Generate business plans for each client that outlines untapped opportunities, new revenue streams and partnerships.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. They operate across a range of markets and invest in people and new advanced technologies to unlock the power of data, with a team of 22,500 people across 32 countries.

$100,000–$120,000/yr
US Unlimited PTO 2w maternity 1w paternity

  • Identify high-potential prospective customers from inbound leads and outbound prospecting.
  • Develop and implement full sales cycle strategies for driving product adoption and expansion within existing customers.
  • Deliver polished presentations and product demonstrations that clearly articulate Vanilla's value to our target market.

Vanilla is an AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. We are a startup bringing together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups with a mix of fully remote and hybrid roles.

US

  • Identify, define, and qualify new sales opportunities by engaging large-sized prospects and clients.
  • Strategize selling approaches and revenue growth plans in collaboration with business unit leadership.
  • Lead complex client relationships and sales processes from inception to closure, including deal status.

WellSky is a technology company leading the movement for intelligent, coordinated care worldwide. Their software, analytics, and services power better outcomes and lower costs for stakeholders across the health and community care continuum, fostering innovation, inclusiveness, and cohesive perspectives.

$95,000–$113,150/yr
US Unlimited PTO 20w maternity 14w paternity

  • Own individual revenue targets and contribute to pod revenue goals.
  • Develop strategies to retain and grow client partnerships, positioning Fetch as a strategic, long-term partner.
  • Build consultative relationships with mid-level or executive client contacts by communicating clearly, following through on tasks, and supporting complex account strategies.

Fetch is a platform where millions of people use Fetch earning rewards for buying brands they love. With investments from SoftBank, Univision, and Hamilton Lane, and partnerships ranging from challenger brands to Fortune 500 companies, Fetch is reshaping how brands and consumers connect in the marketplace. Ranked as one of America’s Best Startup Employers by Forbes for two years in a row, Fetch fosters a people-first culture rooted in trust, accountability, and innovation.

$80,000–$130,000/yr
US 3w PTO

  • Cross Selling into existing clients and selling to new logos – Using our technology stack and sales enablement platforms to identify and sell into new partners and expansion of current partnerships.
  • Sales Planning — Making our clients business our own. Thoroughly understanding the Msall Business & Commercial Lending space and how we can help solve for challenges our clients may face.
  • Sales Growth — Identifying and closing new revenue opportunities and meeting revenue expectations. Providing accurate forecasting and financial information.

Experian is a global data and technology company that powers opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and their corporate headquarters are in Dublin, Ireland

$125,000–$175,000/yr
Unlimited PTO

  • Own a book of business that includes net new logos and upsell with existing customers
  • Execute account strategies to identify opportunities aligned with customer initiatives
  • Partner with Solutions Architects to diagnose customer challenges and demonstrate tailored solutions to the buyers needs

Vector aims to maximize efficiency throughout the entire freight lifecycle with its mobile technology. They are designed to achieve faster connection times and deliver new insights for logistics businesses everywhere, helping rethink and modernize today's logistics environment.

Europe

  • Driving new business growth within a designated set of accounts or territory.
  • Utilizing consultative selling techniques, you will align client needs with our best-of-breed solutions focused on solving critical problems for Financial Services companies.
  • Nurturing existing relationships but also actively identifying and capitalizing on opportunities to expand NiCE's presence across the region.

NiCE Ltd. empowers 25,000+ global businesses, including 85 of the Fortune 100 corporations, to deliver extraordinary customer experiences, fight financial crime, and ensure public safety through its software products. It's an innovation powerhouse with over 8,500 employees across 30+ countries.

  • Develop and execute account strategies to maximise client product usage and drive revenue growth.
  • Coordinate post‑sale resources to ensure strong client adoption, satisfaction, and long‑term engagement.
  • Lead key client activities, including marketing plans, success reviews, QBRs, and product training.

Visa facilitates transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories. They are dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.

$144,500–$289,300/yr
US

  • Demonstrate an understanding of the financial service, acquiring industry, including emerging trends, regulatory changes, and the specific operational challenges they face.
  • Actively prospect, qualify, negotiate, and close opportunities within the NA indirect partner segment.
  • Ability to manage and meet revenue and bookings targets (quotas).

Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories. At Visa, you'll have the opportunity to create impact at scale — tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world.

$75,000–$130,000/yr
US 3w PTO 14w maternity

  • Prospect and pitch new digital marketing agencies that align with Yelp’s partner program and compliance standards.
  • Own the full sales cycle—from sourcing and outreach to pitching, negotiating, and closing new agency partnerships.
  • Deliver consultative, data-driven sales presentations that demonstrate the value of Yelp’s advertising solutions (especially CPC and performance-based products).

Yelp connects people with great local businesses. They have a culture that celebrates hustle and individual contributions, offering employees a chance to shape their careers.

$125,000–$150,000/yr
US

  • Present, promote, and sell products and services to prospects and existing customers.
  • Develop positive business and customer relationships to ensure future sales.
  • Analyze the market’s potential and supply management with reports on customer needs.

SS&C is a leading financial services and healthcare technology company. With over 27,000 employees across 35 countries, they provide expertise, scale, and technology to 20,000+ financial services and healthcare organizations.

US

  • Develop and maintain relationships with small to medium sized business owners.
  • Manage your pipeline and day to day tasks/appointments using Salesforce.
  • Closing sales of our payment processing and SaaS services to meet expected minimum requirements.

Xplor provides cloud-based technology solutions to small and medium-sized businesses, enabling them to manage and grow their business. They have a purpose of helping people succeed and value personal connections with their products and team members.

US

  • Build and sustain long-term relationships with high-profile clients
  • Identify and secure new business opportunities with major accounts
  • Develop comprehensive proposals and strategic sales plans

Wolters Kluwer Tax & Accounting US delivers "Best in Process" solutions to professionals by providing tax, accounting, and audit information, software and services. The company has approximately 21,400 employees worldwide and fosters a caring and inclusive culture where employees can thrive.