Enterprise Account Executive (Financial Services)

Scale AI•San Francisco, CA

8h•Remote

About The Position

The Enterprise Account Executive (Financial Services) will report to the Director of Enterprise GTM and own revenue growth across a portfolio of Scale AI’s most strategic financial services customers and prospects. This role is focused on selling complex, agentic AI solutions -autonomous workflows powered by LLMs and human-in-the-loop systems - into large banks, insurers, asset managers, and fintechs. You will operate as a strategic partner to senior executives across the business, technology, and risk organizations - helping them reimagine core workflows (e.g., underwriting, fraud detection, KYC, claims, research, and operations) through AI agents. This is a highly consultative, technical enterprise sales role requiring deep domain fluency, executive presence, and the ability to navigate regulatory, security, and multi-stakeholder complexity. You will own the full customer lifecycle - from origination through close, deployment, and expansion - while acting as the quarterback across Solutions Engineering, Product, Research, and Delivery teams to land and scale high-impact AI programs.

Requirements

8–12+ years of enterprise sales experience, with significant focus on financial services (banking, insurance, capital markets, or fintech)
Proven track record of closing and expanding large, complex, multi-million dollar enterprise deals within highly regulated environments
Experience selling AI/ML, data platforms, or workflow automation technologies, with the ability to position agentic / LLM-driven solutions at a business and technical level
Deep understanding of financial services workflows (e.g., underwriting, claims, fraud, KYC/AML, research, operations) and how technology transforms them
Demonstrated success engaging and influencing executive stakeholders, including building and delivering compelling business cases and ROI narratives
Strong command of enterprise sales methodology, including account planning, multi-threading, and disciplined forecasting
Ability to navigate ambiguity, long sales cycles, and complex stakeholder landscapes with high ownership and resilience
Excellent communication and storytelling skills across both technical and non-technical audiences
High level of business acumen, technical curiosity, and a consultative, customer-first mindset

Nice To Haves

Experience selling agentic AI, LLM platforms, or automation solutions into financial services
Background working with or alongside risk, compliance, or data organizations within large enterprises
Familiarity with regulatory considerations (e.g., model risk management, auditability, data privacy) in AI deployments
Prior experience in high-growth or emerging technology environments

Responsibilities

Own and expand relationships with the largest financial services institutions (banks, insurers, capital markets, fintech), focusing on high-impact, multi-year AI transformations
Sell agentic AI solutions by mapping Scale’s capabilities to mission-critical workflows (e.g., underwriting, fraud, compliance, customer ops, investment research)
Build trusted relationships with executive stakeholders (CIO, CTO, Chief Data/AI Officer, Heads of Risk/Operations/Lines of Business) and guide enterprise AI strategy
Develop and execute multi-threaded account plans that drive net-new revenue, expansion, and long-term platform adoption
Lead complex deal cycles, including business case development, ROI modeling, and mutual close plans across new business, renewals, and expansions
Partner deeply with Solutions Engineering to shape and land technically credible pilots, POVs, and production deployments
Navigate regulatory, security, and procurement processes unique to financial services environments
Act as the voice of the customer internally—informing product roadmap, agent design, and vertical-specific solutions
Maintain a strong command of pipeline, forecasting, and deal hygiene using Salesforce, Clari, and related tools
Operate with urgency and precision in a fast-paced, highly cross-functional environment