Account Executive - Financial Services

Outset•San Francisco, CA

20h•$200,000 - $300,000

About The Position

Outset is seeking an Account Executive to lead growth with financial services organizations, including banks, insurers, wealth and asset managers, payments companies, and fintechs. Outset provides AI-powered user interviews that help organizations generate qualitative insights at greater speed and scale than traditional research. This quota-carrying individual contributor owns a named set of accounts and reports to the VP of Sales. The role covers the full sales cycle, from prospecting and pipeline development through closing and account expansion, across both new logos and existing customers. Primary buyers are Market Research and Customer Insights teams, with opportunities to expand into UX Research, Product, and CX teams. The Account Executive will help make Outset a standard for customer understanding within financial institutions, landing in one line of business and expanding across the organization. The role partners closely with Marketing, Product, Security, Customer Success, Research, and Legal teams, and requires understanding how regulated financial institutions evaluate and purchase technology. Travel of up to 40% is required.

Requirements

At least 5 years of quota-carrying B2B SaaS sales experience, with a strong track record of exceeding quota.
Demonstrated experience selling into and growing Financial Services accounts, including commercial relationships with banks, insurers, asset managers, or payments companies, and knowledge of how they buy.
Experience selling full-service research and analysis deliverables.
Ability to run full-cycle enterprise sales, including prospecting, managing complex multi-stakeholder deals, and closing new business.
Track record of growing existing accounts through expansion and cross-sell across lines of business.
Experience guiding deals through vendor risk, security, and compliance reviews at regulated institutions.
Exceptional communication, executive presence, and relationship-building skills.
Ability to operate independently in a fast-paced startup environment.
Willingness to travel up to 40% for customer meetings and industry events.

Nice To Haves

An established network among Market Research and Customer Insights leaders in financial services.
Relationships with UX Research, Product, or CX leaders.
Experience selling research, CX, analytics, or AI solutions.

Responsibilities

Own the full sales cycle for a named set of Financial Services accounts, from prospecting to close.
Land new logos and grow existing customers across retail banking, cards, lending, wealth, insurance, and payments.
Build trusted relationships with Market Research and Customer Insights leaders, and expand into UX Research, Product, and CX teams within each account.
Lead discovery and demos connecting Outset to financial services research workflows, including brand and messaging, concept and product testing, customer segmentation, acquisition and attrition, and digital experience and journey research.
Build account plans mapping lines of business, buying centers, research budgets, and whitespace across each account.
Navigate enterprise sales processes, including third-party risk management, information security, data privacy, and compliance reviews, in partnership with Security and Legal teams.
Maintain accurate forecasting and pipeline visibility in Salesforce.
Partner with Marketing and outbound teams to build targeted Financial Services plays, including events, content, and references.
Collaborate with Customer Success and Research teams to drive adoption and identify post-sale expansion opportunities.
Share Financial Services market feedback with Product and GTM teams and become Outset’s go-to expert on the vertical.