Sr CRM Account Executive - Financial Services

ServiceNow•New York, NY

45d

About The Position

Do you have 7+ years of expertise selling front office transformation solutions into the high-stakes world of Financial Services? Are you ready to drive the adoption of cutting-edge CRM and AI-powered workflow solutions across Global Finance Institutions? ServiceNow is looking for a seasoned CRM Account Executive to capitalize on your deep industry knowledge and proven sales record within major financial institutions. You will be instrumental in overseeing the market success and expansion of ServiceNow's next-generation CRM and AI products, positioning them as the essential backbone for enterprise-wide digital transformation. Our CRM products are not just stand-alone tools; they are built upon our market-leading Service Management platform, creating a single, intelligent source of truth. This unified approach allows mission-critical, enterprise-scale processes-from customer onboarding, complaints, fraud and disputes management to decedent, trade exceptions, broker/dealer servicing, etc -to execute uniform information, predictive AI, and unmatched operational efficiency. What You Will Drive: CRM & AI for Strategic Success Your focus will be on converting industry complexity into measurable business value:

Requirements

Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry.
7+ years knowledge enterprise software and/or specialty solutions area to lead solution win
Experience as a new logo hunter, Sr AE or Sr Solutions sales executive.
Understanding of business sales processes
Travel required: 30-50%

Responsibilities

Financial Services Vertical Strategy & Execution:
Account Management: Develop and execute a territory strategy focused on high-value use cases specific to banking, insurance, and wealth management (e.g., enhanced customer experience, intelligent service operations, etc). Provide critical, industry-specific input during account planning, ensuring target accounts and use cases are aligned with the high-ROI potential of our AI-driven CRM solutions
Target & Validate AI/CRM Opportunities: Prospect and grow pipeline in CRM greenfield accounts and grow existing CRM partnerships through consultative selling, including, but not limited to Executive Briefings (EBCs), Discovery Workshops and Use Case Pilots.
Champion Transformational Value: Partner with account teams and Solutions Implementation partners and resellers to close net new sales opportunities to help financial services leaders drive operational efficiency and a superior customer experience.
Sales & Team Enablement:
Act as the Financial Services CRM Authority: In your role as the primary expert for Financial Services Industry (FSI) CRM within your territory, you and your Solution Consultants (SCs) will spearhead net new sales initiatives and collaborate closely with core account teams to drive front office transformation, effectively extending these efforts throughout an extensive territory.
Accelerate Sales Cycles: Act as both Player and Coach by both leading net new opportunities, as well as enabling Account Executives (AEs) and Sales Development teams with foundational and advanced specialty knowledge to identify, qualify, and accelerate CRM opportunities within global accounts.