Account Executive, Financial Services

Tech Sales Jobs

Boston (MA)

Hybrid

USD 90,000 - 160,000

Full time

12 days ago

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Benefits offered by this job

Health care plan
401k with matching
Paid Time Off
Flexible hybrid or remote work
Relocation assistance

Job summary

Code Metal is seeking an Account Executive for Financial Services to own engagements from introduction to close, coordinating with Solutions, Product and Engineering. You will map accounts, drive value and expansion, and align solutions to customer outcomes across business lines.

You will work with banking clients, understand funding mechanisms, and lead cross-functional teams through complex deals, delivering measurable value and managing the sale from start to finish.

Qualifications

  • 5+ years selling into major U.S. banks or financial institutions.
  • Fluent in navigating complex organizational dynamics and forecast accuracy.
  • Willing to be on-site when a deal requires your presence and to build relationships across teams.

Responsibilities

  • Own the deal from first conversation through signature: proof of value, paid integration, production.
  • Build the map of opportunities within financial institutions to align Code Metal initiatives with customer priorities.
  • Drive expansion by turning initial engagements into lasting account presence.
  • Sell to outcomes by aligning business line goals with speed, cost, performance, or risk improvements.
  • Structure funding paths across innovations labs, digital transformations, and production contracts.
  • Partner with Solutions, Engineering, and Delivery teams to ensure success.

Job description

Account Executive, Financial Services

Department: Go to Market

Location: San Franscisco Hub, Remote , Boston Hub, Washington DC Office

Employment Type: FullTime

About Code Metal

Code Metal is the leader in automated software engineering you can trust. As AI writes more of the world's code, the bottleneck in software has shifted from writing code to verifying it works, and AI cannot verify its own work with certainty. Code Metal takes a fundamentally different approach: constrain AI to what it does reliably, verify every step independently of the model using formal methods, and keep engineers in the loop on the decisions that matter. The result isn't code that probably works - it's code that is provably correct, with auditable proof. Customers including the U.S. Air Force, L3Harris, RTX, and Toshiba use Code Metal to modernize legacy code, optimize performance on real hardware, and move prototypes to production, fast. Founded in 2023 with offices in Boston and San Francisco, Code Metal isfunded byAccel, Salesforce Ventures, B Capital, Smith Point Capital, J2 Ventures, Shield Capital, Overmatch, RTX, and others.
Learn more at codemetal.ai.

The Role:

This role sits at the intersection of business development, technical collaboration, and long-term account growth. This role is ideal for someone who understands the financial services ecosystem and the software challenges facing engineering organizations. You'll quarterback engagements from introduction through technical evaluation, commercial close and expansion - working closely with Solutions, Product and Engineering.

  • Own the deal: run the full motion from first conversation through signature: proof of value, paid integration, production. You are accountable for new business, revenue, and expansion across your accounts, and you carry each deal through internal review and approval to get it done.

  • Build the map: major financial institutions are collections of business lines and divisions, each with its own budget, priorities, and initiatives within a single account. Learn who owns which problems and how work gets funded, and position Code Metal to be brought into the initiatives our customers are already pursuing.

  • Earn the expansion: start where a first mover is willing to move, deliver, and let trust compound. The relationships you build are what turn a first engagement into a lasting presence in the account.

  • Sell to an outcome: learn what each business line is being held to, whether that is speed to market, cost, performance, or risk, and sell to that outcome. Then bring the engineers, business leadership, the risk, security, and compliance gatekeepers, and the budget owner to the same yes, knowing each of them needs a different case.

  • Structure the funding path: deals here often mix structures, for example an innovation-lab or digital-transformation-funded proof of value converting into a business-line-funded contract for production. The right route depends on the account, and you build it.

  • Partner effectively: the team you need, from solutions engineering to delivery to capture, is shared across efforts.

You'll primarily work hand in hand with:
  • Engagement Manager who owns the delivery relationship and surfaces expansion signal from inside it.

  • Team of Solutions Architects, Solutions Engineers and Forward Deployed Engineers that support pre-sales through delivery, ensuring the solution is delivered with the needed customization and configuration for the customer's environment.

  • An internally-focused Technical Program Manager who owns the delivery plan and execution.

  • Maintain the forecast: manage a long-lead pipeline against goals with disciplined, accurate forecasting.

What We're Looking For:

Our values are Trust, Passion, Humility, and Curiosity. Here is what they look like in this seat:

  • Trust: financial services runs on it. 5+ years selling into, or capturing business within, major U.S. banks or financial institutions, with the trusted, enduring relationships to show for it. You're fluent in complex organizational dynamics and structures, and your forecast holds up because your judgment does. You'll need to be able to clear standard financial-services background and regulatory screening.

  • Passion: you care about the customer's outcome, not just the close. You go where the action is, on site when a deal needs you, an event to build relationships, dinner with your key stakeholders, etc. and you bring energy that lifts the people around you.

  • Humility: you win as a team and share credit easily, ask for help early, and take feedback without flinching. You try things, keep what works, drop what does not, and let the playbook get better every quarter because of it.

  • Curiosity: you dig until you understand: how a business line is funded, what your stakeholders actually worry about, and how your solution maps to a program's outcomes.

Nice to have: active relationships inside one or more major U.S. banks or financial institutions; familiarity with core banking systems, risk and compliance platforms, legacy system modernization, or developer tooling; CRM discipline and experience using tools for conducting market and account research.

Benefits
  • Pay depends on experience, but we strive to be at the upper end of the salary range

  • Health care plan with 100% premium coverage, including medical, dental, and vision

  • 401k with 5% matching

  • Paid Time Off (uncapped vacation, plus sick and public holidays)

  • Flexible hybrid or remote work arrangement

  • Relocation assistance for qualifying employees

Wage Transparency - The salary range for this role is not a guarantee of compensation or salary, as the final offer amount may vary based on factors including, but not limited to, individual proficiency, skills, experience, and location.

We are an equal opportunity employer. US Citizenship may be required for certain project assignments involving security clearance.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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