Sales Executive
Sales & Business Development
United States
Posted on Sep 22, 2026
Key Responsibilities
- Pipeline Generation & Prospecting: Proactively target, engage, and secure meetings with C-suite executives, VP of Operations, Chief Risk Officers, and procurement heads across US financial institutions.
- Consultative Selling: Conduct deep discovery sessions to understand clients' operational challenges, regulatory/compliance pain points, and strategic priorities. Tailor custom solution pitches and ROI models accordingly.
- Deal Execution & Closing: Lead complex, multi-stakeholder enterprise sales cycles from initial outreach through pitch presentations, product demos, RFP/RFI responses, contract negotiations, and deal closing.
- Market & Regulatory Awareness: Stay highly informed on US financial regulations (e.g., OCC, CFPB, SEC, FINRA rules), market trends, and competitive positioning to effectively articulate value.
- Territory Strategy: Develop and execute strategic account plans to meet and exceed quarterly and annual quota targets.
- Cross-Functional Collaboration: Partner closely with Solution Engineers, Product Development, Compliance, and Customer Success teams to ensure seamless deal execution and client onboarding
- CRM Management: Maintain accurate pipeline forecasting and activity tracking in Salesforce (or equivalent CRM).