Account Executive - Financial Services

TrendAI; Irving (TX); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Life insurance

Short & Long Term Disability

Pre-partum, maternity, parental and

Mental Health Wellness Program

Adoption Assistance

Wellness Incentive

Job summary

TrendAI, the global AI security leader and enterprise unit of Trend Micro, seeks an experienced Verticalized Account Executive in Texas to own net new logo acquisition within a focused enterprise vertical. You will use MEDDPICC, co-sell with alliance and channel partners, and engage C-level security and business leaders to drive deals.

Based in the Las Colinas area, this hybrid role requires in-office presence three days per week and a track record closing complex enterprise deals with financial

Qualifications

• 3+ years of enterprise cybersecurity or infrastructure software sales experience.
• Demonstrated domain expertise in Financial Services with established relationships.
• Proven fluency co-selling across alliance, service, and channel partners on the same deal.
• Track record closing enterprise deals via partners and with complex procurement.
• Experience identifying opportunities through buying signals and repeatable playbooks.
• Proficiency with MEDDPICC sales methodology and disciplined qualification.
• Willingness to travel 30-40%.

Responsibilities

• Identify, qualify, and close net new customers within the specified vertical and ICP.
• Identify opportunities through repeatable signals and playbooks rather than broad outbound volume.
• Build and maintain executive relationships with CISOs, security leaders, CTOs, and business decision-makers in Financial Services.
• Co-sell and orchestrate joint account plans across alliance, service, and channel partners.
• Lead discovery calls using MEDDPICC qualification framework.
• Position TrendAI's value against vertical/ICP-specific challenges.
• Collaborate with a Technical Lead on scoping and demonstrations.
• Manage the full sales cycle from prospecting through close.
• Maintain disciplined sales activity tracking and pipeline management.

Skills

Enterprise cybersecurity sales

Financial Services domain

Co-selling with partners

MEDDPICC

CRM discipline

AI-assisted selling

Willing to travel

Job description

TrendAI™, the global AI security leader and enterprise business unit of Trend Micro, empowers organizations with full AI visibility and consolidated security that inspires confidence, drives innovation, and eliminates risk.

At TrendAI™, we’re always seeking exceptional talent; people who want to collaborate with the best and push boundaries together. Here, your work goes beyond building a career. You will help protect what matters and play a vital role in shaping a safer, more trustworthy AI-powered future.

AI Fearlessly.

Role Summary

The Verticalized Account Executive drives net new logo acquisition in a specific enterprise vertical and target ICP by identifying opportunities through repeatable signals and playbooks, not volume alone, and by co-selling fluently with alliance, service, and channel partners. This role combines enterprise sales discipline with deep vertical domain expertise: you will build relationships with C-level security, infrastructure, and business stakeholders, navigate complex procurement environments, and qualify pipeline in and out with equal discipline to protect velocity. You will be the primary commercial owner of net new customers in your vertical, operating with AI-native tools as a daily part of how you research, prioritize, and execute. You are not only selling security enhanced by AI, but selling with AI. You will employ MEDDPICC methodology to manage your pipeline, forecasts, and deals.

Location:

This is a hybrid role based out of our Las Colinas, TX office and requires in-office presence three days a week (Tuesday, Wednesday, Thursday).

Key Responsibilities

• Identify, qualify, and close net new customers within the specified vertical and ICP.
• Identify opportunities through repeatable signals and playbooks rather than broad-based outbound volume
• Build and maintain executive relationships with CISOs, security leaders, CTOs, and business decision-makers in Financial Services
• Co-sell and orchestrate joint account plans across alliance, service, and channel partners simultaneously, providing technical credibility and competitive differentiation
• Lead discovery calls using MEDDPICC qualification framework (Metrics, Economic Buyer, Decision Criteria, Decision Process, Pain, Identified Need, Champion, Competition)
• Position TrendAI's business value against vertical- and ICP-specific business, operational, and regulatory challenges
• Collaborate with a Technical Lead on technical scoping and early-stage demonstrations
• Manage the full sales cycle from prospecting through close
• Maintain disciplined sales activity tracking and pipeline management; activity data is monitored and reviewed regularly for coaching
• Qualify out poor-fit opportunities early and decisively to protect pipeline quality and capacity for winnable deals
• Document expansion roadmaps and economic buyer maps before deal close
• Achieve quarterly and annual new customer targets while maintaining deal quality standards
• Leverage AI-native tools daily for account research, personalization, meeting preparation, forecasting, and follow-up to increase sales velocity and outcomes, not only prospecting efficiency
• Provide market, competitive, and signal intelligence to inform vertical playbooks and strategy

Required Qualifications

• 3+ years of enterprise cybersecurity or infrastructure software sales experience
• Demonstrated domain expertise in Financial Services (its business, operational, and regulatory dynamics) with established relationships
• Proven fluency co-selling across alliance, service, and channel partners, including navigating multi-partner dynamics on the same deal
• Track record closing enterprise deals via partners and with complex procurement
• Experience identifying opportunities through buying signals and repeatable playbooks, not volume-based prospecting alone
• Proficiency with MEDDPICC sales methodology and the discipline to qualify out low-probability opportunities, not only qualify in
• Strong knowledge of Financial Services-specific security landscape and regulatory requirements
• Comfortable with CRM discipline, pipeline management, and forecast accuracy
• Demonstrated use of AI tools in day-to-day selling activity such as research, prospecting, forecasting, follow-up to increase velocity and outcomes, and willingness to commit to activity monitoring and coaching
• Willingness to travel 30-40%

Preferred Qualifications

• Experience selling AI security, cloud security, or infrastructure security solutions
• Experience selling through established partner channels in cybersecurity
• Understanding of land-and-expand SaaS business models
• Familiarity with signal-or intent-based prospecting platforms (account intelligence, trigger-event monitoring) to support playbook-driven pipeline generation

What We Offer You

You're important to us. What matters to you, matters to us too. TrendAI provides benefit options for you and your family.

• Life insurance
• Short & Long Term Disability
• Pre-partum, maternity, parental and medical leave
• Mental Health Wellness Program
• Adoption Assistance
• Wellness Incentive