Senior Account Executive, Enterprise
About The Position
FINNY is a growth platform for financial advisors, aiming to make great financial advice easier to find. They use AI-powered tools to help advisors find, engage, and retain clients. Having raised $4.5M in Seed funding from Y-Combinator and $17M in Series A led by Venrock, FINNY works with over 1,000 firms and has been recognized for fintech innovation. The company is based in Chelsea, NYC, and operates at the intersection of data, AI, and wealth services. As an Account Executive at FINNY, you will be a key part of the revenue engine, managing the full sales cycle from discovery to close. You will partner with advisors to understand their goals and demonstrate how FINNY can impact their growth. The Senior Enterprise AE role is a strategic leadership position, responsible for the largest and most complex deals with enterprise-level wealth management firms. This includes navigating multi-stakeholder buying processes, closing high-ACV contracts, refining enterprise sales playbooks, coaching junior AEs, and collaborating with product and marketing teams.
Requirements
- 7+ years of full-cycle B2B SaaS or fintech sales experience, with at least 3 years focused on enterprise accounts ($100K+ ACV).
- Demonstrated track record of consistently exceeding quota in complex, multi-stakeholder sales cycles (6–12+ months).
- Experience selling to financial services firms—RIAs, broker-dealers, wirehouses, or wealth management platforms.
- Exceptional executive presence and ability to command rooms with C-suite and senior decision-makers.
- Deep command of enterprise sales methodology (MEDDIC, Challenger, or equivalent).
- Strong pipeline management, forecasting discipline, and CRM hygiene (Attio, Salesforce, or equivalent).
- Experience selling lead-generation, marketing automation, or AI-powered products to financial advisors.
- Familiarity with compliance and procurement processes in regulated financial services environments.
- Prior experience at an early-stage or Series A/B startup scaling enterprise sales motion.
Responsibilities
- Own the full sales cycle for enterprise accounts—discovery, multi-stakeholder demos, proposals, procurement, and close.
- Build and manage a pipeline of $500K+ ACV opportunities with firms across the wealth management ecosystem.
- Lead complex, multi-threaded deals involving C-suite, compliance, operations, and IT stakeholders.
- Develop and execute account plans that align FINNY’s value proposition to each firm’s strategic priorities.
- Negotiate enterprise contracts, MSAs, and security reviews from initial conversation to launch.
- Partner with BDRs and marketing to identify, prioritize, and convert high-value enterprise targets.
- Collaborate with Customer Success on smooth handoffs and expansion opportunities within existing enterprise accounts.
- Contribute field insights to inform product roadmap, positioning, and competitive strategy.
- Represent FINNY at industry events and with key enterprise prospects.
- Mentor and coach mid-market and junior AEs on enterprise sales techniques and deal strategy.
- Contribute to the development of enterprise sales playbooks, demo frameworks, and objection-handling guides.
- Partner with the VP of Sales to set quarterly enterprise targets and forecasting.
Benefits
- Competitive salary, commission and equity
- Medical, dental, and vision insurance
- Flexible paid time off
- 401(k)
- Food and meals provided in our NYC office
- Team offsites and events
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
