Account Executive

Red Oak-posted 4 months ago
Mid Level
11-50 employees
Resume
Match Score
Upload and Match ResumeTrack Jobs with Teal

As an Account Executive at Red Oak, you will be responsible for driving new business growth and expanding our footprint within the financial services industry. This role is ideal for a high-performing sales professional with a proven track record in SaaS and a passion for solving complex challenges in a highly regulated environment. You will own the full sales cycle—from prospecting and discovery to solution development, negotiation, and close—while collaborating cross-functionally to deliver tailored, dynamic solutions. With Red Oak’s rapidly expanding product suite and increasing market demand, this is a high-visibility, high-impact opportunity to shape the future of compliance technology.

  • Own the development and execution of targeted sales strategies to acquire new customers and expand market share within the financial services sector.
  • Manage the full sales cycle, including prospecting, qualification, solution presentation, proposal development, contract negotiation, and closing.
  • Collaborate with internal teams—including Product, Marketing, and Revenue Operations—to align on go-to-market strategies and ensure a seamless buyer experience.
  • Take the lead on contract initiation and execution with clients and external partners, ensuring accuracy, compliance, and timely delivery.
  • Monitor and analyze key performance metrics such as pipeline velocity, win rates, and revenue targets, taking corrective action when performance is below expectations.
  • Maintain a deep understanding of Red Oak’s expanding product portfolio and effectively position solutions against competitors in the market.
  • Build and maintain strong relationships with key stakeholders, including C-level executives, compliance officers, and technology leaders.
  • Stay informed on industry trends, regulatory changes, and emerging technologies to better serve client needs and inform sales strategy.
  • Represent Red Oak at industry events, conferences, and client meetings to build brand awareness and generate new business opportunities.
  • 5+ years of SaaS sales experience, with experience in financial services or compliance technology.
  • Proven ability to meet or exceed sales targets, drive the sales process from plan to close, and position complex solutions effectively.
  • Exceptional presentation, negotiation, and interpersonal skills, with the ability to influence stakeholders at all levels of an organization.
  • Demonstrated success in developing client-focused, differentiated, and achievable solutions in a competitive market.
  • Familiarity with financial services workflows, compliance requirements, and SaaS business models.
  • Self-starter with a high level of accountability, integrity, and a strong desire to succeed in a fast-paced, high-growth environment.
Track Jobs with Teal

Job Search Resources

•
Resume Builder
•
Account Executive Resume Examples
•
Account Executive Cover Letter Examples

Tools

Career Hubs

Guides

Company

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service