About the Role 

We are seeking an Enterprise Account Executive to support and grow a portfolio of Financial Services and Insurance (FSI) customers through strong relationship management, account-based execution, and value-led engagement. This role focuses on expanding existing accounts, deepening executive alignment, and helping customers realize business outcomes from our technology platform. 

The ideal candidate is an emerging enterprise seller with experience in FSI, a consultative mindset, and a strong ability to build trust across technical, operational, and business stakeholders. This role offers the opportunity to develop enterprise sales capabilities while working alongside senior sellers and cross-functional teams on complex customer engagements. 

Key Responsibilities 

Account Management & Relationship Development 

• Manage and develop relationships within an assigned portfolio of FSI accounts, building trust with business and technical stakeholders over time. 

• Establish and maintain relationships with senior decision-makers and influencers across IT and Lines of Business. 

• Develop a strong understanding of each customer’s business strategy, operating model, and technology landscape. 

• Act as a consistent point of contact for customers, ensuring alignment between customer objectives and internal teams. 

Account-Based Execution & Growth 

• Support the development and execution of account-based strategies that drive recurring growth and expanded adoption within existing customers. 

• Identify new use cases, expansion opportunities, and cross-functional needs by understanding customer priorities and KPIs. 

• Contribute to account plans, opportunity strategies, and customer business reviews in partnership with senior account leaders. 

• Help translate customer needs into clear value propositions and business outcome–focused proposals. 

Sales Process & Deal Support 

• Participate in complex sales cycles, supporting negotiations, presentations, and executive discussions. 

• Coordinate internal resources such as Solutions Engineering, Architects, Product Management, Customer Success, and partners to support customer engagements. 

• Navigate internal deal processes, including approvals, commercial structures, and customer-specific requirements. 

• Maintain accurate account information, pipeline visibility, and forecasting inputs. 

Industry Knowledge & Customer Advocacy 

• Build foundational knowledge of FSI industry trends, regulatory considerations, and common transformation initiatives (e.g., digital banking, claims modernization, fraud prevention, risk and compliance). 

• Demonstrate an understanding of how technology supports business outcomes in regulated environments. 

• Act as the voice of the customer internally, sharing insights with Sales, Product, and Customer Success teams. 

• Support participation in customer briefings, executive workshops, and industry events. 

Required Experience & Skills 

• At least 8 years of experience in technology sales, account management, or customer-facing commercial roles. 

• Experience working with Financial Services and/or Insurance customers. 

• Demonstrated ability to build and maintain trusted relationships with customers and internal stakeholders. 

• Strong communication skills with the ability to articulate business and technical concepts clearly. 

• Experience supporting complex, multi-stakeholder sales processes. 

• Comfortable working in a matrixed team environment and collaborating across functions. 

• Organized, detail-oriented, and able to manage multiple accounts and priorities effectively. 

• Fluent verbal and written English communication skills required, additional European languages advantageous.

Preferred Experience 

• Exposure to SaaS, cloud, digital workplace, automation, analytics, or enterprise software solutions. 

• Experience supporting enterprise or strategic accounts alongside senior sales leaders. 

• Familiarity with regulated environments and governance-driven buying processes. 

• Bachelor’s degree in Business, Finance, Technology, or a related field. 

Personal Attributes 

• Relationship-first, customer-centric approach with strong listening skills. 

• Team-oriented mindset with a “win together” mentality. 

• Curious, open, and motivated to learn the FSI industry and enterprise sales craft. 

• Adaptable and comfortable operating in evolving, fast-paced environments. 

• Professional, reliable, and trusted by customers and internal teams alike.