Role Description
We are seeking a results-driven Enterprise Sales Executive / Account Manager to lead growth initiatives within the broker-dealer and broader financial services market. This role is primarily focused on identifying, developing, and closing new business opportunities while strategically managing a select portfolio of existing accounts.
The ideal candidate will have a proven track record of enterprise sales success selling software, data, analytics, fraud, identity, risk, or fintech solutions to large financial institutions. You will build executive-level relationships, develop strategic account plans, and position high-value solutions that help clients achieve their business objectives while driving significant revenue growth.
This role requires a consultative sales leader who excels in complex, multi-stakeholder sales environments and can effectively navigate executive decision-making processes across Tier 1 banks, broker-dealers, capital markets firms, and other financial services organizations.
Responsibilities
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Drive new business development within the broker-dealer and financial services market through proactive prospecting, pipeline generation, strategic account engagement, and executive relationship development.
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Identify, qualify, and close complex, high-value, multi-year sales opportunities with enterprise clients.
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Develop and execute territory plans focused on broker-dealers, banks, wealth management firms, capital markets organizations, and adjacent financial services institutions.
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Build and maintain trusted relationships with C-suite executives, senior business leaders, risk officers, compliance leaders, and technology decision-makers to uncover strategic business priorities and growth opportunities.
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Apply a consultative, value-based sales approach to understand customer challenges and align fraud, identity, risk, analytics, and data-driven solutions with business objectives.
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Create compelling business cases, proposals, executive presentations, and solution strategies tailored to client needs and strategic initiatives.
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Lead complex negotiations involving procurement, legal, compliance, and executive stakeholders to successfully close enterprise agreements.
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Leverage industry expertise in fraud prevention, digital identity, risk management, analytics, compliance, and financial services technology solutions to position differentiated offerings and drive competitive wins.
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Manage and expand a portfolio of existing strategic accounts by identifying upsell and cross-sell opportunities that enhance client outcomes and revenue growth.
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Own revenue performance against assigned sales quotas, including accountability for pipeline creation, forecasting, deal conversion, and strategic account planning.
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Drive enterprise-wide solution adoption and long-term client success through executive sponsorship and stakeholder engagement.
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Partner closely with Product, Data Science, Professional Services, and other internal stakeholders to design and deliver integrated client solutions.
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Maintain accurate sales forecasts, pipeline activity, opportunity management, and account plans within CRM systems.
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Stay informed on industry trends, regulatory changes, emerging fraud threats, and competitive developments impacting broker-dealers, banks, and financial services organizations.
Qualifications
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Bachelor's degree in Business, Finance, Marketing, or a related field, or equivalent professional experience.
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Minimum of 10 years of experience selling enterprise software, data, analytics, fraud, identity, risk, fintech, or related technology solutions to large financial institutions.
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Proven success in enterprise sales, business development, or strategic account management within the financial services industry.
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Demonstrated success managing multi-million-dollar strategic accounts, consistently exceeding sales quotas, and closing complex multi-year enterprise agreements.
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Strong executive presence with the ability to engage and influence C-suite stakeholders, senior executives, risk leaders, and technology decision-makers.
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Proven ability to navigate complex procurement, legal, compliance, and contract negotiations within large financial institutions.
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Experience selling complex solutions through consultative, value-based sales methodologies.
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Demonstrated ability to prospect, build executive relationships, generate pipeline, and close high-value opportunities.
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Track record of achieving or exceeding sales quotas and revenue targets in highly competitive enterprise sales environments.
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Experience driving enterprise-wide solution adoption across large, matrixed organizations.
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Excellent communication, presentation, negotiation, and relationship management skills.
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Experience managing long, complex sales cycles involving multiple stakeholders and decision-makers.
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Ability to effectively collaborate across cross-functional teams to deliver customer-focused solutions.
Requirements
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Experience working with broker-dealers, Tier 1 banks, wealth management firms, capital markets organizations, investment firms, or other large financial services institutions.
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Knowledge of fraud prevention, digital identity, risk management, compliance, AML, KYC, financial crime, or related solutions.
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Experience selling SaaS, data, analytics, or risk platforms within regulated financial services environments.
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Familiarity with CRM platforms, strategic account planning, and sales forecasting methodologies.
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Strong analytical, business development, and strategic planning capabilities.
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Experience developing executive business cases, board-level presentations, and enterprise proposals for large financial institutions.
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Established network of executive relationships within the broker-dealer, banking, wealth management, or financial services sectors.
Benefits
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Country specific benefits available.