Account Executive - Financial Services

Windfalldata; San Francisco (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

Windfall is hiring an Account Executive to own the full sales cycle for financial services clients, from prospecting to closing. You will build a robust pipeline through outbound efforts, engage with finance and data leaders, and collaborate with cross-functional teams to tailor solutions and close deals.

The role requires a proven track record of exceeding quotas in a high-growth startup environment and deep knowledge of data analytics and CRM ecosystems.

Qualifications

• Bachelor's degree required.
• Minimum 3 years at Account Executive level with quota attainment.
• Deep understanding of data and its applications.
• Ambitious, driven, and detail-oriented with strong time management.
• Excellent written and verbal communication skills.
• Ability to stay focused with competing priorities.
• Extensive outbound prospecting and multi-threading to build pipeline.
• Experience with sales tools: Salesforce, Outreach/Groove, LinkedIn, ZoomInfo, etc.
• Experience selling in a high-growth startup environment.
• Knowledge of data businesses, paid marketing, and data analytics.
• Experience selling into financial services buyers.
• Understanding CRM technology & APIs.

Responsibilities

• Conduct account and prospect research and execute strategic outreach against FS accounts.
• Build and manage pipeline primarily through self-sourced outbound prospecting and industry events.
• Apply consultative selling to FS pain points and position Windfall's solution.
• Partner with Solutions Engineering, Revenue Operations, and Sales leadership to run evaluations and structure deals.
• Develop and deliver tailored pitches across buying committees, including C-level executives.
• Manage a full Salesforce pipeline to meet or exceed quota.
• Own deal negotiation, pricing, and closure with FS procurement and compliance in mind.

Skills

Consultative selling

Outbound prospecting

Time management

Strong written & verbal communication

Education

Bachelor's degree

Tools

Salesforce

Outreach

Groove

LinkedIn

ZoomInfo

Job description

We are growing our Commercial Sales team at Windfall! As an Account Executive, you will be the face of our sales organization, owning the full sales cycle and selling our industry-leading data enrichment offerings through a consultative, value-based selling approach. Windfall's wealth data powers high-impact use cases across industries, helping companies identify high-net-worth customers, personalize outreach, strengthen loyalty programs, and grow their customer base at scale.

As an Account Executive on the Financial Services team, you will own new business generation within financial services enterprises — spanning wealth management, private banking, national and regional banking, insurance, real estate, and alternative investments. This is a full-cycle, quota-carrying seller role: you'll build and run your own pipeline through outbound prospecting and channel/event engagement, apply consultative selling to FS-specific pain points and buying processes, partner closely with Solutions Engineering and Revenue Operations, and own negotiation, pricing, and closing through signature.

We're on a mission to change how organizations perceive and use people data. And we hold true to our core values of: (1) Be an excellent communicator; (2) Operate with transparency; (3) Provide leverage, not optimization; (4) Win When Our Customers Win; and (5) Act with integrity and trust.

• Conduct account and prospect research and execute strategic, targeted outreach against a defined FS account list
• Build and manage pipeline primarily through self-sourced, cold outbound prospecting (calls, emails, social), supplemented by industry trade shows/conferences and relevant online engagement platforms
• Apply consultative selling to understand FS-specific pain points (e.g., data quality, compliance, prospecting/underwriting efficiency) and to position Windfall's solution accordingly
• Partner with Solutions Engineering, Revenue Operations, and Sales leadership to run technical evaluations and structure deals
• Develop and deliver pitch materials and research tailored across the full buying committee — from C-level and VP-level business executives (e.g., CRO, CMO, CFO, CEO, VP of Sales/Marketing) and senior data/technology leaders (e.g., Chief Data Officers, Digital/Innovation leaders) to mid-level marketing and line-of-business (LOB) leadership
• Manage a full and accurate pipeline in Salesforce to consistently meet or exceed quota
• Own deal negotiation, pricing, contract structuring, and closure, factoring in FS-specific procurement, security, and compliance review cycles

• Bachelor's degree
• Minimum of 3 years at the Account Executive level, with consultative technology sales experience with a verified track record of exceeding quota
• Extensive understanding of data and its many applications/use cases
• Ambitious, driven, and detail-oriented, with an ability to manage time effectively
• Strong written and verbal communication skills
• Must be able to remain focused in the face of many competing interests
• Extensive experience with outbound prospecting, cultivating and multi-threading accounts, and building a robust pipeline
• Extensive experience with sales tools - Salesforce, Outreach/Groove, LinkedIn, ZoomInfo, etc.
• Bachelor's degree from a top-tier university
• Experience selling in a high-growth startup environment
• Solid understanding of the data businesses, paid marketing, and data analytics
• Experience selling into financial services buyers, with vertical specialization in one or more of: wealth management, private banking, banking (national and/or regional), insurance, real estate, or alternative investments.
• Understanding of CRM technology & APIs

Additional Information:

The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across California. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. We also offer a comprehensive benefits package, which you can explore on our careers site. Compensation range:

About Windfall

Windfall is a people intelligence and AI company that gives go-to-market teams actionable insights. By democratizing access to people data, organizations can intelligently prioritize go-to-market resources to drive greater business outcomes. Powered by best-in-class machine learning and artificial intelligence, Windfall activates insights into workflows that engage the right people for each respective organization. More than 1,500 data-driven organizations use Windfall to power their business. For more information, please visit www.windfall.com.

We comply with CCPA. For more information on how we comply, review our privacy notice.

Windfall is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

We may use AI tools to assist parts of the hiring process, such as reviewing applications or analyzing resumes. These tools assist our team and do not replace human judgment. Final hiring decisions are made by people.