About the Team
Join a high-performing sales team focused on helping financial institutions mitigate risk, prevent fraud, and make informed identity and trust decisions. Our team partners with broker-dealers, banks, wealth management firms, and other financial services organizations to deliver innovative fraud, identity, risk, and analytics solutions that drive measurable business outcomes.
We are a collaborative, client-focused group that works closely with Product, Data Science, and Professional Services teams to deliver strategic solutions that address complex industry challenges and create long-term customer value. We seek experienced sales professionals who have successfully engaged executive leadership within major financial institutions and guided organizations through enterprise-wide technology and risk transformation initiatives.
About the Role
We are seeking a results-driven Enterprise Sales Executive / Account Manager to lead growth initiatives within the broker-dealer and broader financial services market. This role is primarily focused on identifying, developing, and closing new business opportunities while strategically managing a select portfolio of existing accounts.
The ideal candidate will have a proven track record of enterprise sales success selling software, data, analytics, fraud, identity, risk, or fintech solutions to large financial institutions. You will build executive-level relationships, develop strategic account plans, and position high-value solutions that help clients achieve their business objectives while driving significant revenue growth.
This role requires a consultative sales leader who excels in complex, multi-stakeholder sales environments and can effectively navigate executive decision-making processes across Tier 1 banks, broker-dealers, capital m
arkets firms, and other financial services organizations.
Responsibilities
Drive new business development within the broker-dealer and financial services market through proactive prospecting, pipeline generation, strategic account engagement, and executive relationship development.
Identify, qualify, and close complex, high-value, multi-year sales opportunities with enterprise clients.
Develop and execute territory plans focused on broker-dealers, banks, wealth management firms, capital markets organizations, and adjacent financial services institutions.
Build and maintain trusted relationships with C-suite executives, senior business leaders, risk officers, compliance leaders, and technology decision-makers to uncover strategic business priorities and growth opportunities.
Apply a consultative, value-based sales approach to understand customer challenges and align fraud, identity, risk, analytics, and data-driven solutions with business objectives.
Create compelling business cases, proposals, executive presentations, and solution strategies tailored to client needs and strategic initiatives.
Lead complex negotiations involving procurement, legal, compliance, and executive stakeholders to successfully close enterprise agreements.
Leverage industry expertise in fraud prevention, digital identity, risk management, analytics, compliance, and financial services technology solutions to position differentiated offerings and drive competitive wins.
Manage and expand a portfolio of existing strategic accounts by identifying upsell and cross-sell opportunities that enhance client outcomes and revenue growth.
Own revenue performance against assigned sales quotas, including accountability for pipeline creation, forecasting, deal conversion, and strategic account planning.
Drive enterprise-wide solution adoption and long-term client success through executive sponsorship and stakeholder engagement.
Partner closely with Product, Data Science, Professional Services, and other internal stakeholders to design and deliver integrated client solutions.
Maintain accurate sales forecasts, pipeline activity, opportunity management, and account plans within CRM…