Account Executive

Finpilot; Seattle (WA); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health benefits

Founders collaboration

Large deals

AI in finance

Impactful work

Job summary

Finpilot is seeking a results-driven Enterprise Software Sales professional to guide investment offices through the decision process, from initial conversation to trial and signing. You’ll leverage your network, attend conferences, and generate new relationships while collaborating with leadership to tailor Finpilot’s value to each office.

You will engage with complex enterprise buyers, understand their workflows, and articulate how Finpilot’s AI-enabled platform streamlines research, analysis

Qualifications

• Sold complex enterprise software with multiple stakeholders and long timelines.
• Built a personal pipeline and initiated relationships, not just followed leads.
• Patient and persistent with long sales cycles and careful buyers.

Responsibilities

• Run the entire sales process: discovery, demos, trials and closing.
• Learn how each investment office works to show exactly where Finpilot helps.
• Build relationships alongside our team introductions and client networks.
• Work closely with CEO, client success and product teams.
• Travel to conferences and to meet clients.

Skills

Enterprise software sales

Job description

Finpilot is the AI-native operating system for institutional capital.

Our customers decide where the long-term capital of the economy goes. They are the investment offices behind universities and governments, public pensions and foundations, hospital systems and insurers, families and asset managers, each managing tens to hundreds of billions of dollars. This is the capital that pays for research, medicine and retirement.

Those teams still work across five systems built before AI, with a person in the middle moving information between them by hand. The people trusted with these decisions spend most of their week assembling information instead of judging it.

We are rebuilding that from the ground up. Finpilot unifies every system and every document an investment office holds into a single shared brain, then runs AI agents on top of it. The agents do the work: the research, the analysis, the diligence, and the ongoing watch on every manager and every position. They run continuously in the background, at a depth no team could staff for, and bring people in for the decisions.

Human intelligence where it counts. AI agents everywhere else.

Some of the largest and most respected pools of capital in the country run on Finpilot today, and several have made it the core platform for their office. This is an industry that changes its software about once a generation, and it is changing now.

Finpilot is a Series A company backed by Madrona Venture Group and Lobby Capital. We are a small team with deep expertise in finance and technology. We bring decades of financial industry experience and have previously built fintech companies acquired by Nasdaq and ADP. For three years we have focused on the hardest part of applying AI to this industry: precision and accuracy, because the numbers we produce end up in front of investment committees.

The role

Investment offices don’t change their systems lightly. Some of our clients are replacing software they have used for decades. Choosing Finpilot is a real decision, usually made by several people over several months, and the people making it want to understand exactly how it will fit their office.

You’ll guide institutions through that decision, from the first conversation through a trial to signing. Some of those conversations will come from our team and from conferences. Many will come from you: your network, the events you attend, and people you reach out to.

What you’ll do

• Run the whole process: discovery, demos, trials and closing
• Learn how each investment office works well enough to show exactly where Finpilot helps
• Build relationships of your own, alongside the introductions our team sets up
• Work closely with our CEO, client success and product teams
• Travel to conferences and to meet clients

What we’re looking for

You have sold complex enterprise software, with several stakeholders and long timelines, and you have closed large deals.

You have built a good share of your own pipeline. You know how to start relationships, not just work leads someone hands you.

You’re patient and persistent. Our sales cycles are long, and the people across the table are some of the most careful buyers there are.

Experience selling to institutional investors, or a good understanding of how they work, will make the job much easier. It isn’t required if you can learn it quickly.

What Finpilot offers

• Fully covered health benefits (medical, dental, and vision)
• Direct collaboration with founders and leadership from day one
• Large, meaningful deals with some of the most respected institutions in finance
• A front-row seat to how the most sophisticated institutions in finance adopt AI
• A small, talent-dense team where your work has immediate and visible impact

This is an opportunity to work at the intersection of institutional finance and frontier AI, at the moment an entire industry is changing its software. If you want to help institutions make one of the biggest software decisions they’ll make in a generation, we’d like to talk.