Senior Account Executive

Digital Onboarding, Inc.

9d•Remote

About The Position

The Senior Account Executive drives new business growth by partnering with banks and credit unions to modernize how they engage account holders. The role owns a territory, manages complex sales cycles, builds relationships with senior decision-makers, and communicates the value of Digital Onboarding’s platform. It represents the company with professionalism, curiosity, and a customer-first mindset. The position leads enterprise sales from initial outreach through signed agreement, including strategic territory planning, discovery, executive presentations, business cases, and navigation of financial-institution procurement, security, legal, and compliance processes. It works with Customer Success to support a smooth handoff and long-term customer success, and shares customer and market insights with Product, Marketing, and teammates. Digital Onboarding provides a digital engagement platform for financial institutions, using personalized email, text, and individually generated websites to support customer engagement and satisfaction. The company describes itself as a fully remote, growing digital team with a flat, low-hierarchy culture and a fast-paced environment. This is a full-time, exempt position.

Requirements

6+ years of SaaS sales experience with a consistent track record of meeting or exceeding sales goals.
Track record of owning a growth number and achieving it at a company of similar stage and scale.
Direct experience selling to financial institutions, ideally community banks and credit unions, and a network in that market.
Experience managing complex, multi-stakeholder sales cycles.
Confidence building relationships with executive-level buyers and leading strategic business conversations.
Experience using Salesforce, Gong, and modern sales tools to manage pipeline and forecast.
Demonstrated ability to use AI tools to improve productivity, streamline workflows, and enhance sales effectiveness.
Exceptional written and verbal communication skills.
Structured, consultative approach to selling.

Nice To Haves

Experience with sales methodologies such as MEDDIC, Challenger, SPICED, or similar frameworks.
Familiarity with digital engagement, marketing automation, or customer lifecycle management platforms.
Experience with bank technology ecosystems, digital banking platforms, core systems, or other financial technology solutions.

Responsibilities

Own a territory and drive net-new business with banks and credit unions.
Lead complex, multi-stakeholder sales cycles from initial outreach through signed agreement, maintaining momentum across business, technology, operations, and executive stakeholders.
Build and execute strategic territory plans to identify and prioritize high-value opportunities.
Achieve sales goals while maintaining a healthy pipeline and accurate forecast.
Use Salesforce, Gong, and other sales tools to maintain a disciplined sales process.
Conduct discovery and executive-level presentations connecting the platform to customer goals around growth, engagement, retention, and digital transformation.
Build business cases that communicate value and return on investment to multiple stakeholders.
Navigate procurement, security, legal, and compliance processes common within financial institutions.
Develop relationships with decision-makers and key stakeholders throughout the buying process.
Partner with Customer Success to ensure a seamless post-sale transition and position customers for long-term success.
Share customer feedback and market insights with Product and Marketing to inform product development and go-to-market strategy.
Share best practices, successful sales strategies, and customer insights with teammates.
Help improve sales playbooks and processes based on market observations.
Stay current on fintech trends, competitive offerings, and the evolving needs of banks and credit unions.