Sr CRM Account Executive - Financial Services

ServiceNow•New York, NY

6d•$137,000 - $185,050•Hybrid

About The Position

ServiceNow is seeking a seasoned CRM Account Executive with deep industry knowledge and a proven sales record within major financial institutions. This role 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. The CRM products are built upon ServiceNow's market-leading Service Management platform, creating a single, intelligent source of truth for mission-critical, enterprise-scale processes. The focus will be on converting industry complexity into measurable business value by driving Financial Services Vertical Strategy & Execution, including account management, prospecting, and validating AI/CRM opportunities. The role also involves sales and team enablement, acting as the Financial Services CRM Authority and accelerating sales cycles by enabling Account Executives and Sales Development teams.

Requirements

Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving.
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

Develop and execute a territory strategy focused on high-value use cases specific to banking, insurance, and wealth management.
Provide critical, industry-specific input during account planning, ensuring target accounts and use cases are aligned with the high-ROI potential of AI-driven CRM solutions.
Prospect and grow pipeline in CRM greenfield accounts and grow existing CRM partnerships through consultative selling, including Executive Briefings (EBCs), Discovery Workshops and Use Case Pilots.
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.
Act as the primary expert for Financial Services Industry (FSI) CRM within your territory, spearheading net new sales initiatives and collaborating closely with core account teams to drive front office transformation.
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.