Account Executive, Financial Institutions

Strata Decision Technology•Chicago, IL

1d•Hybrid

About The Position

As an Account Executive, you will be part of a team which is responsible for managing the sales process of Strata’s leading cloud-based SaaS financial planning, analytics, and performance platform. While in some ways this is a traditional technology sales role, we are not looking for a traditional sales professional. This account executive will serve as an evangelist not only for Strata but for effective financial and operational management. The successful candidate will approach their work with a CEO mentality and will own the business activities and relationships in their assigned region or book of business. To thrive in this role, you must bring competitive energy, a client-focused mindset, and the ability to strategically position our software’s value for long-term partnerships. Your proven track record in prospecting, along with previous experience in financial institutions, will be instrumental in connecting with clients and showcasing the value of our solutions.

Requirements

Proven track record in financial software sales, managing large enterprise deals, ideally with VP-level or higher contacts.
Expertise in maintaining and growing a dynamic sales pipeline with accurate forecasting.
Strong relationship-building and presentation skills, with the ability to engage effectively with diverse stakeholders.
Ability to develop pricing strategies, understand client business models, and provide valuable insights to sales leadership.
Skilled at identifying client needs, troubleshooting issues, and developing innovative solutions.
Able to work well both independently and in a team, maintaining professionalism, integrity, and ethics.
Ability to travel: up to 50% travel required for this role.

Nice To Haves

Previous experience in financial institutions.

Responsibilities

Achieve annual and quarterly revenue goals as assigned.
Develop and execute an annual territory plan for assigned region.
Create a comprehensive prospecting strategy consistently contributing to annual sales growth targets.
Work closely with Account Development Representative to build and maintain a robust sales pipeline.
Manage complex deal cycles from prospecting through close including discovery calls, demonstrations tailored to client needs, due diligence review, pricing strategy, and contract negotiation.
Work closely with Marketing, Professional Services, Product Manager, Solution Engineers, and Vertical Industry Leaders to deliver compelling product demonstrations and presentations.
Maintain accurate pipeline and forecast data in Salesforce (SFDC) and provide regular updates to Senior Leadership.