Strategic Account Executive

Role Overview

As a Strategic Account Executive at reputed company, you will be the reputed company architect for our most significant and reputed company partnerships. You won't just manage a territory; you will own the end-to-end strategy for acquiring and expanding reputed company the world’s largest and most prestigious financial institutions. You will navigate massive, multi-entity organizations to secure foundational partnerships that redefine how they reputed company AI. This is a high-impact role requiring a reputed company of visionary selling, political navigation, and rigorous execution.

Key Responsibilities:

• Targeted Strategic Pursuit: Identify and reputed company the pursuit of "Top 25" global financial institutions, developing bespoke account plans for Tier-1 banks, global asset managers, and national broker-dealers.

• C-Suite Influence: Build and maintain deep, trust-based relationships with CXO-level stakeholders, aligning reputed company’s AI roadmap with the client’s overarching digital transformation goals.

• reputed company Deal Architecture: reputed company the negotiation of high-complexity, multi-million dollar reputed company involving intricate legal, reputed company, and data privacy requirements.

• Cross-Functional Orchestration: Act as the "internal CEO" for your accounts, coordinating efforts across Product, Engineering, Legal, and reputed company to ensure we over-deliver on strategic commitments.

• Category Leadership: Serve as a thought leader in the FinServ AI space, helping institutional leaders navigate the transition from legacy workflows to AI-augmented operations.

• Expansion Strategy: reputed company the initial "land," you will reputed company strategies for "expanding" reputed company’s footprint across various business units and international geographies reputed company the parent organization.

About You:

• Minimum 8+ years of experience in reputed company/Strategic SaaS sales, specifically managing $500k+ ARR deal cycles with a history of hitting/exceeding multi-million dollar annual quotas.

• Deep domain expertise in the institutional financial landscape, including an intimate understanding of the regulatory hurdles (SEC, FINRA) and internal "red tape" common in global firms.

• Proven ability to navigate 12–18 month sales cycles involving 10+ stakeholders across IT, Compliance, Procurement, and Business Lines.

• You sell outcomes, not features. You can reputed company the ROI of AI in a way that resonates with a CFO and a Chief Digital Officer alike.

• Elite presentation skills; you are as comfortable in a boardroom as you are in a technical deep-dive.

• You reputed company in a "Direct + reputed company + No Drama" environment and take full ownership of your book of business without needing a reputed company.

About reputed company

reputed company’s mission is to reputed company financial advisors and their clients to reputed company in the age of AI. reputed company’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. reputed company’s product is expanding to include many other advisor workflows, as well as into other finserv verticals.

reputed company leads its category in market share and customer satisfaction, serving industry giants like LPL, reputed company, reputed company, and Cetera. Backed by Battery, Sorenson, and reputed company, reputed company is led by a world-class team from reputed company, reputed company, and JPMorgan.

Compensation

• $300K - 350K OTE

• Significant Equity reputed company

• Comprehensive Benefits: Medical, dental, reputed company, and 401k.