Account Executive, Financial Services

Brain Co. • San Francisco, CA

1d

About The Position

Brain Co. is hiring an Account Executive to build its financial-services business, guiding opportunities from the first buyer conversation through a signed engagement. The role focuses on banking and lending, asset and wealth management, and real estate investors, with sales centered on complex investment and core operational processes that can benefit from agentic orchestration of people and data.

The Account Executive will originate opportunities and lead consultative enterprise sales through close, working with the General Manager of Financial Services and product, engineering, and deployment teams. The role also informs product strategy by translating recurring prospect needs, buying signals, objections, and product gaps into recommendations. The position may be based in San Francisco, New York, or remotely; remote employees should be comfortable traveling to the San Francisco office one to two times per month.

Requirements

• At least 10 years of relevant experience in enterprise sales, business development, or management consulting.
• Direct accountability for originating opportunities and independently driving complex commercial engagements through close.
• Personal experience selling and closing multimillion-dollar custom technology deployments or tailored technology engagements, including defining bespoke solution scope, navigating implementation tradeoffs, building quantified value cases, negotiating contracts, and aligning delivery commitments.
• Experience selling into financial services and credible knowledge of banking and lending, asset and wealth management, and real estate investing, with deep expertise in at least one of these markets.
• Practical AI and technical fluency: uses AI in their own work, verifies its outputs, and can discuss data, integrations, evaluation, and human oversight with buyers and technical partners.
• Strong commercial judgment and execution, including creating access, writing clearly, developing compelling materials, and keeping multiple pursuits moving.
• Ability to lead across teams without formal authority and personally perform detailed work.

Nice To Haves

• Experience selling AI products or solutions and understanding how customers evaluate, buy, and deploy them.
• Experience building commercial motion and trusted relationships in a 0-to-1 startup environment.

Responsibilities

• Shape the financial-services pitch and narrative, generate demand, and build pipeline through targeted outreach, executive and industry relationships, partners, conferences, and events.
• Select target accounts, earn substantive meetings, and convert follow-up into sales-qualified opportunities.
• Qualify marketing-generated and self-sourced leads by testing the problem, economics, buyer, funding path, and timing; determine whether to pursue, nurture, or decline opportunities.
• Involve technical partners early to assess data, security, and implementation constraints.
• Establish customer baselines and agree on desired improvements; create briefs and proposals, coordinate tailored demonstrations with product and deployment teams, and test economic assumptions.
• Lead deals through scoping, pricing, security and legal review, procurement, and negotiation; validate commitments with product and deployment owners and provide a clear delivery handoff covering scope, success measures, and assumptions.
• Translate prospect needs, buying signals, objections, and product gaps into recommendations for product strategy and roadmap priorities.
• Maintain accurate account plans and forecasts, learn from wins and losses, and develop materials and practices that improve future sales pursuits.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed