[Hiring] Strategic Account Executive, Financial Services @Placer.ai

Role Description

We are looking for a sophisticated, high-energy Strategic Account Executive to join our Financial Services vertical. This is a unique role combining New Business Development (Hunter) and Strategic Account Management (Farmer) . You will be responsible for breaking into new "Tier 1" financial institutions while simultaneously identifying and closing expansion opportunities within a hand-picked portfolio of existing marquee accounts.

• Full-Cycle Sales: Own the entire sales process from initial prospecting and discovery to contract negotiation and closing for new logos.
• Account Expansion: Develop and execute strategic account plans for existing clients to drive upsell and cross-sell revenue, ensuring our solution is deeply embedded in their infrastructure.
• Vertical Expertise: Act as a subject matter expert on FinTech trends, regulatory changes, and the digital transformation needs of banks, asset managers, and insurance firms.
• Multi-Threaded Outreach: Build and maintain relationships across multiple business units (e.g., Risk, IT, Operations, and Digital Product) and levels (Director to C-Suite).
• Collaboration: Partner with Sales Engineering and Product teams to customize solutions that meet the rigorous security and compliance standards of the financial industry.
• Forecasting: Maintain a high level of CRM hygiene (Salesforce) and provide accurate quarterly revenue forecasts.

Qualifications

• 5–10 years of experience in Enterprise B2B sales, specifically selling into the Financial Services sector (Banking, FinTech, Insurance, or Capital Markets).
• Consistent history of meeting or exceeding $1M+ annual quotas and closing six-figure or seven-figure deals.
• Proficiency in a structured sales framework (e.g., MEDDPICC, Challenger, or Sandler).
• Ability to speak the language of Finance—understanding P&L impact, ROI modeling, and the regulatory landscape (GDPR, SOC2, etc.).
• Willingness to travel to client sites as needed (approx. 25%).

Requirements

• Unlike a standard AE role, this position requires a "Consultative Selling" approach. You aren't just selling a tool; you are selling a transformation of how financial institutions manage [insert your specific product value, e.g., data, risk, or customer experience].

Benefits

• Join a rocketship!
• Take a central and critical role at Placer.ai
• Work with, and learn from, top-notch talent
• Competitive salary
• Excellent benefits
• Fully remote