Senior Account Executive (Fintech)

Location: New York, United States; hybrid

Salary: $190,000–$210,000 per year

Company

B2B financial services provider enabling global payments and receivables, foreign exchange, treasury management, and finance reconciliations.

What you will do

• Identify, research, qualify, and develop new mid-market and enterprise opportunities through outbound prospecting, LinkedIn, CRM intelligence, partner referrals, and targeted campaigns.
• Assess client needs, treasury requirements, FX exposure, and cross-border payment complexities.
• Engage senior stakeholders and decision-makers through email, phone, LinkedIn, and strategic social outreach.
• Secure and coordinate qualified discovery calls and commercial meetings throughout the sales pipeline.
• Collaborate with Marketing, Compliance, Product, and Client Onboarding to support opportunity conversion.
• Maintain accurate CRM records, pipeline reporting, forecasting, and activity documentation while meeting performance targets.

Requirements

• 6+ years of enterprise sales experience with a record of managing complex, high-value deals and long sales cycles.
• Deep specialist-market expertise, thought leadership, and the ability to influence customers and internal teams.
• Strong discovery, structured qualification, business acumen, and commercial prioritization skills.
• Excellent written and verbal communication for engaging CFOs, Finance Directors, Treasurers, and Heads of Finance.
• Strong organization, CRM discipline, pipeline management, forecasting, and reporting skills.
• Confidence using modern sales tools and CRM systems; Zoho experience is advantageous.

Culture & Benefits

• Hybrid work based in New York.
• Best-in-class sales tools and a proven sales playbook.
• Development opportunities within the broader commercial organization.
• Agile and flexible working culture within a growing global startup.
• Inclusive work environment with recruitment accommodations available.