Sr CRM Account Executive - Financial Services

ServiceNow•New York, NY

5d•Hybrid

About The Position

ServiceNow is seeking a seasoned CRM Account Executive with 7+ years of experience selling front office transformation solutions into the Financial Services industry. The role involves driving the adoption of CRM and AI-powered workflow solutions across Global Finance Institutions. The Account Executive will oversee the market success and expansion of ServiceNow's next-generation CRM and AI products, positioning them as essential for enterprise-wide digital transformation. These CRM products are built on ServiceNow's Service Management platform, creating a unified system for enterprise-scale processes like customer onboarding, complaints, fraud and disputes management, and more, enabling uniform information, predictive AI, and operational efficiency.

Requirements

7+ years of expertise selling front office transformation solutions into the Financial Services industry.
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 industry-specific input during account planning to align target accounts and use cases with the ROI potential of AI-driven CRM solutions.
Prospect and grow pipeline in CRM greenfield accounts and grow existing CRM partnerships through consultative selling.
Partner with account teams and implementation partners to close net new sales opportunities.
Act as the primary expert for Financial Services Industry (FSI) CRM within the territory.
Spearhead net new sales initiatives and collaborate with core account teams to drive front office transformation.
Lead net new opportunities and enable Account Executives and Sales Development teams with CRM knowledge.