Account Executive – Financial Services

Job overview

The Account Executive – Financial Services role is listed in San Francisco, CA. The stated salary range is $240,000–$280,000 per year. The role is part of Windfall’s Commercial Sales team, selling data enrichment offerings to financial services enterprises. The account executive owns new-business development and the full sales cycle, from targeted prospecting and consultative discovery through technical evaluation, negotiation, pricing, and close. The role helps financial services customers apply Windfall’s people-data insights to use cases such as customer identification, outreach, loyalty, and growth.

What you'll do

• Research accounts and prospects and conduct targeted outreach to financial services accounts
• build and manage pipeline through outbound prospecting and industry events
• use consultative selling to understand financial services needs and position Windfall’s solution
• partner with Solutions Engineering, Revenue Operations, and Sales leadership on evaluations and deal structure
• develop and deliver tailored pitch materials
• manage pipeline in Salesforce and work toward quota
• own negotiation, pricing, contract structure, and closing.

What we're looking for

Skills & competencies

account executive

financial services

consultative technology sales

outbound prospecting

new business

data enrichment

salesforce

san francisco ca

windfall

$240k–$280k

Work arrangement

• Weekend coverage required

Benefits & perks

• Comprehensive benefits package
• details are available on the company careers site.

Why this role

Requires a bachelor’s degree, at least three years as an Account Executive, consultative technology sales experience with a record of exceeding quota, and extensive outbound prospecting experience. Financial services vertical experience is preferred.

About the employer

Windfall is hiring for this role. Industry: Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services. Sector: 51.