Account Executive - Financial Services

Location: San Francisco, United States; on-site

Company

Builds data enrichment solutions that help organizations identify high-net-worth customers, personalize outreach, strengthen loyalty programs, and grow their customer base.

What you will do

• Research financial services accounts and execute targeted outbound outreach across calls, email, social channels, conferences, and online platforms.
• Build and manage a self-sourced sales pipeline focused on wealth management, private banking, banking, insurance, real estate, and alternative investments.
• Use consultative selling to address data quality, compliance, prospecting, and underwriting efficiency challenges.
• Partner with Solutions Engineering, Revenue Operations, and sales leadership on technical evaluations and deal structuring.
• Prepare tailored presentations for executive, data, technology, marketing, and line-of-business stakeholders.
• Manage Salesforce pipeline accuracy, negotiate pricing and contracts, and close deals through signature.

Requirements

• Bachelor’s degree.
• At least 3 years of Account Executive experience in consultative technology sales with a verified record of exceeding quota.
• Extensive understanding of data and its business applications.
• Strong written and verbal communication, time management, focus, ambition, and attention to detail.
• Extensive experience with outbound prospecting, account cultivation, multi-threading, and pipeline development.
• Experience with Salesforce, Outreach or Groove, LinkedIn, ZoomInfo, and related sales tools.

Nice to have

• Experience in a high-growth startup environment.
• Experience selling to financial services buyers in wealth management, private banking, banking, insurance, real estate, or alternative investments.
• Understanding of data businesses, paid marketing, data analytics, CRM technology, and APIs.
• Bachelor’s degree from a top-tier university.

Culture & Benefits

• Core values include excellent communication, transparency, integrity, trust, and customer-focused outcomes.
• Comprehensive benefits package.
• Compensation for new hires varies by work location, skills, experience, education, and training within the California salary range.