Account Executive - Financial Services

Precisely US Jobs

8h•Remote

About The Position

Precisely is the leader in data integrity, empowering businesses to make more confident decisions based on trusted data through a unique combination of software, data enrichment products, and strategic services. The company powers better decisions for over 12,000 global organizations, including 95 of the Fortune 100, and has 2500 employees unified by four core values: Openness, Determination, Individuality, and Collaboration. Precisely is committed to career development, offering opportunities for growth, learning, and community building, with a "work from anywhere" culture that celebrates diversity in a distributed environment across 30 countries and 20 offices. Precisely is an AI-first organization, expecting all employees to demonstrate proficiency in applying AI tools, improve output quality, eliminate low-value tasks, and be comfortable using generative AI tools (e.g., Microsoft Copilot, ChatGPT), critically evaluating AI-generated outputs, and continuously adopting new AI capabilities. This position is 100% remote anywhere in the US. The Account Executive will be responsible for driving revenue growth within a defined Financial Services Industry territory by identifying, engaging, and closing new business opportunities while expanding relationships with existing customers. This role is for a results-focused, motivated sales professional who will identify and bring to closure direct sales engagements, upgrade and expand existing accounts, and work closely with regional partners. They will develop and implement a comprehensive strategy that maximizes opportunities for Precisely products and services, with a critical passion for owning and driving the complete customer lifecycle.

Requirements

Bachelor’s degree in business or related field and 3+ years in enterprise software sales (SaaS preferred).
Equivalent experience will be accepted in place of the educational requirement.
Strong client engagement and relationship-building skills at all levels.
Strong negotiation skills and demonstrated success with value- or outcome-based selling.
Strong analytical, problem solving, and time management skills.
Working knowledge and selling experience in the Financial Services space.
High levels of intellectual curiosity and adaptability; you strive to understand your clients’ businesses and collaborate to define innovative solutions.
Approximately 25% travel is required.

Nice To Haves

SaaS software sales experience
Experience selling into Financial Services
Successful selling history within a global company with a broad products / services portfolio.
Demonstrated experience driving complex sales cycles and customer success within a matrixed selling organization.
Northern California or Midwest geographic location is preferred, but not required for otherwise highly qualified candidates.

Responsibilities

Learn and understand Precisely products and services, and the Precisely approved sales methodology.
Develop an understanding of key industry trends, market opportunities, and common pain points in your territory.
Develop and execute business plans to generate pipeline and revenue within assigned territory.
Build strong client relationships and leverage that network to expand into new accounts or buying centers.
Collaborate with Precisely’s Marketing, Sales Engineering, Services teams and more to generate customer demand and compelling business propositions based on Precisely’s solutions.
Leverage internal resources and the broader Precisely ecosystem - channel partners, distributors, and technology partners - to extend your reach and impact within your territory.
Prioritize customer value and experience throughout the customer lifecycle.
Document sales steps and manage your territory forecast utilizing Precisely’s Salesforce CRM.
Support the VP of Sales in accordance with the region’s strategy and plans.