Senior Account Executive - Financial Services

Precisely US Jobs

3h•Remote

About The Position

Precisely is the leader in data integrity, empowering businesses to make more confident decisions based on trusted data through a unique combination of software, data enrichment products, and strategic services. The company serves over 12,000 global organizations, including 95 of the Fortune 100, and its 2500 employees are guided by core values of Openness, Determination, Individuality, and Collaboration. Precisely is committed to employee career development, offering opportunities for growth, learning, and community building within a "work from anywhere" culture across 30 countries and 20 offices. As an AI-first organization, all employees are expected to be proficient in applying AI tools like Microsoft Copilot and ChatGPT to accelerate work, improve output, and eliminate low-value tasks, critically evaluating AI-generated outputs and adopting new AI capabilities. This is a 100% remote position in the US. The role seeks a software sales professional responsible for driving revenue growth within a defined Financial Services Industry territory. This involves identifying, engaging, and closing new business opportunities, as well as expanding relationships with existing customers. The Senior Account Executive is a results-focused, motivated sales professional who will manage direct sales engagements, upgrade and expand existing accounts, and collaborate with regional partners. They will develop and implement a comprehensive strategy to maximize opportunities for Precisely products and services, with a critical focus on owning and driving the complete customer lifecycle.

Requirements

Bachelor’s degree in business or related field and 7+ years in enterprise software sales (SaaS preferred).
Equivalent experience will be accepted in place of the educational requirement.
Strong client engagement and relationship-building skills at all levels.
Strong negotiation skills and demonstrated success with value- or outcome-based selling.
Strong analytical, problem solving, and time management skills.
Working knowledge and selling experience in the Financial Services space.
High levels of intellectual curiosity and adaptability; you strive to understand your clients’ businesses and collaborate to define innovative solutions.
Approximately 25% travel is required.

Nice To Haves

SaaS software sales experience
Experience selling into Financial Services
Successful selling history within a global company with a broad products / services portfolio.
Demonstrated experience driving complex sales cycles and customer success within a matrixed selling organization.
Northern California or Midwest geographic location is preferred, but not required for otherwise highly qualified candidates.

Responsibilities

Learn and understand Precisely products and services, and the Precisely approved sales methodology.
Develop an understanding of key industry trends, market opportunities, and common pain points in your territory.
Develop and execute business plans to generate pipeline and revenue within assigned territory.
Build strong client relationships and leverage that network to expand into new accounts or buying centers.
Collaborate with Precisely’s Marketing, Sales Engineering, Services teams and more to generate customer demand and compelling business propositions based on Precisely’s solutions.
Leverage internal resources and the broader Precisely ecosystem - channel partners, distributors, and technology partners - to extend your reach and impact within your territory.
Prioritize customer value and experience throughout the customer lifecycle.
Document sales steps and manage your territory forecast utilizing Precisely’s Salesforce CRM.
Support the VP of Sales in accordance with the region’s strategy and plans.