Account Executive - AI-Based Conversational Banking | FinTech (Remote)
Join an exciting fintech startup that is using artificial intelligence to change the conversation of banking and personal finance.
Finn AI is a rapidly-growing fintech company. We build simple, easy-to-use conversational AI platforms exclusively for banks so their customers can manage their money and improve their financial well-being. With customers across four continents, our conversational AI platform is changing the financial lives of people around the world.
As an Account Executive you are a critical member of the team, responsible for driving the growth of our business. You will have at least 7 years of quota-carrying experience selling into large banks and financial institutions with at least 2 years selling enterprise-grade Saas/PaaS solutions. You regularly bring in $2-5M/year in new sales. You already have a strong C-suite network within Tier 1 US and Canadian banks across CMOs, CDOs and P/(L) owners and are able to prospect, work and close sales opportunities in these markets.
This is a remote (work from home) position for someone located in the US or Canada with easy access to a major airport as you will need to meet with prospective customers 2-3 days/week, often with limited advance notice.
You will own a pre-defined territory and a list of Tier 1 and Tier 2 target accounts predominantly located in North America. Your responsibilities will include:
Build and maintain a strong pipeline
Create and manage your Territory Plan as well as Major Account Plans for top accounts
Prospect for new business
Qualify deals and buyers
Represent Finn AI at prospect meetings, conferences and on social media
Act as the primary contact for your accounts
Build and maintain a 3X pipeline with 2X qualified
Achieve or exceed annual sales quota
Create and deliver customized presentations and value propositions based on account type, sales stage, buyer personas and competitors
Proactively manage all open items and identify red flags
Identify buyer’s business objectives and define key win themes
Conduct pre-meetings with Sales Engineer, SMEs and executives to ensure preparedness before customer-facing presentations
Deliver and present proposals to prospective buyers
Lead contract negotiation process through legal and procurement reviews
Grow adoption and expand relationships with customers
Create and manage Major Account Plans for customers to identify other LOBs
Own executive level relationships and understand personal drivers
Work with Customer Success to ensure we are tracking value
Constantly validate and communicate value of our offering
Ensure full rollouts, marketing plans and ease of access to virtual agent
Actively participate in quarterly business reviews specifically around adoption strategies
Formally and informally escalate issues to Executive sponsors
Advocate for customer throughout Finn AI
Maintain proper records on your accounts and deals
Update Major Account Plans (strategies) on all existing customers at least quarterly
Create at least 3 new Major Account Plans per quarter for prospective customers
Maintain shared notes file on all meetings
Create and maintain Deal Sheets for all qualified deals
Review and update CRM pipeline data for sales stage, estimated value and close date no less than monthly for all deals in quarter and quarterly for entire pipeline.
Your background will include:
7+ years of quota-carrying experience selling high-value, multi-year SaaS/PaaS solutions to banks or other financial institutions in North America
A track record of successfully achieving/exceeding quotas in excess of $2million/year
Experience as a hunter and a farmer with a tendency toward hunting
Established network within top-tier banks
Familiarity with digital transformation programs including AI, data analytics, mobile banking software/solutions
Able to excel in a startup environment selling a product that is rapidly evolving within a market in the early stages of adoption
Able to travel up to 50%
Passionate about improving the financial lives of people through the use of AI and digital
Exceptional communication skills:
oral, written, presentations, and product demonstrations
Experience with an AI-based chatbot/virtual agent
Based in a financial services hub like NYC, Boston, Atlanta, Chicago, Toronto, San Francisco
Besides English, you also speak Spanish, French and/or German
About Finn AI:
Finn AI is an award-winning, AI-powered virtual assistant built for personal banking and finance. We put a personal banker in every bank customer’s pocket, helping them to manage their money wherever they are, whatever they need - via a simple, natural conversation.
With customers on four continents and delivering services in three languages, Finn AI and our team of data scientists, engineers, and financial industry experts are helping banks and credit unions transform customer engagement and increase financial literacy while delivering the convenience and savings of a digital-first experience.
Competitive compensation rates and vacation time
Stock options in a fast-growing company
Medical, dental, and extended health benefits
Flexible working hours, a collaborative, team-based environment
- To meet our compliance obligations we require successful candidates to undergo security screenings including a criminal record check before coming on board. We focus strictly on offenses that are directly relevant to employment at Finn AI, and abide by all applicable human rights and privacy legislation.