Source Job

$100,000–$110,000/yr
US

  • Sell Posh's AI products to credit unions and banks, owning the community segment nationally.
  • Run full-cycle new business from pipeline generation to close, using SPICED qualification.
  • Deliver business cases and ROI analysis that link AI solutions to prospect needs.

SaaS Sales Consultative Selling Pipeline Generation Financial Services

10 jobs similar to Account Executive, Solutions

Jobs ranked by similarity.

$150,000–$160,000/yr
US Unlimited PTO

  • Own and exceed an annual new business quota in your territory, selling Posh's platform to mid-market and enterprise financial institutions.
  • Run full-cycle, consultative sales from pipeline generation through close, navigating multi-stakeholder deals with procurement and security review.
  • Deliver business cases, ROI analysis, and proposals linking Posh's AI products to prospect needs, while orchestrating internal teams to win.

Posh is revolutionizing the way financial institutions serve their communities through innovative AI solutions for customer support. With 200+ AI deployments across 150+ financial institutions, we are a fast-growing, supportive, collaborative, and performance-driven team.

Global

  • Work from home on a team that helps families understand and set up protection options.
  • Flexible hours with mentorship and clear expectations for success.
  • Growth path based on performance, with coaching instead of sink-or-swim.

Global Elite Empire Consultants is a remote team that helps families understand and set up protection options. The company emphasizes flexible hours, mentorship, and a culture of honest conversations and integrity.

  • Speak with pre-qualified leads who have requested information about financial protection options.
  • Map client needs to available solutions and run a simple enrollment process.
  • Build and service a client list while working flexible remote hours.

Global Elite Empire Consultants provides financial services through a remote model with warm leads and training. It is a competitive environment that values self-starters and offers ongoing mentorship.

$87,400–$123,400/yr
US

  • Deliver personalized financial advice to retirement plan participants on financial health and retirement readiness.
  • Use proprietary tools to develop tailored investment and retirement strategies and implement actionable plans.
  • Lead virtual and in-person education sessions and document interactions in Salesforce.

Empower is a financial services company that helps individuals achieve financial freedom through retirement planning, investment management, and personalized advice. The company fosters a flexible, inclusive culture that encourages internal mobility, well-being, and community involvement.

$70,000–$80,000/yr
US Unlimited PTO

  • Manage and grow relationships with an assigned portfolio of clients, serving as a trusted day-to-day partner.
  • Drive platform adoption, client engagement, and strategic account plans to ensure clients maximize value.
  • Analyze client health and collaborate with internal teams to support retention, growth, and issue resolution.

iCapital is a financial technology company powering the world's alternative investment marketplace. The company fosters a culture of innovation, collaboration, and client success, offering comprehensive benefits and an equal opportunity environment.

US

  • Own and manage the full sales cycle for new business in large financial services accounts, driving pipeline and closing complex technology deals.
  • Partner with Salesforce sales and customer success teams to build trust, grow relationships, and ensure high customer satisfaction.
  • Maintain accurate pipeline and forecasting in Salesforce while acquiring certifications and traveling up to 50% nationally.

NeuraFlash, Part of Accenture is an AI and Salesforce innovation partner that builds intelligent solutions with Agentforce, Einstein, and AWS. It is a remote-friendly Accenture company where over half of employees work remotely and collaboration and celebration are valued.

US

  • Generate new business sales revenue from a SaaS license model through account planning and field-based sales activities.
  • Develop and maintain C-level relationships across federal accounts, acting as a trusted advisor on IT roadmaps.
  • Orchestrate account strategies across a virtual team including Solutions Consultants, Specialists, and Marketing.

ServiceNow is a global market leader providing an intelligent cloud-based platform that connects people, systems, and processes to empower organizations. With over 8,100 customers including 85% of the Fortune 500, the company fosters a culture of innovation and collaboration.

US

  • Remote financial-services role with structured days and warm-lead conversations.
  • Coaching and training provided before you are expected to perform.
  • High performers have a clear path to a leadership track.

Global Elite Empire Consultants is a financial-services company focused on helping families protect their income and future. They offer a remote, structured work environment with coaching and a leadership track for high performers.

Global

  • Take requested conversations with clients who already requested help on financial-protection options.
  • Explain benefit options simply and help clients enroll when it is a fit.
  • Keep a clean follow-up rhythm and maintain activity-based performance metrics.

Global Elite Empire Consultants provides financial-protection options and benefit consulting services. The company offers a remote working environment with a focus on coaching and career growth for motivated individuals.

$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.