Account Executive - Financial Services

present of AI; San Francisco (CA); In loco; USD 120.000 - 180.000; Tempo pieno

Descrizione del lavoro

Outset is seeking an Account Executive to own the full sales cycle in financial services, selling an AI-moderated research platform to banks, insurers, asset managers, payments firms and fintechs.

You will build relationships, navigate long buying cycles and articulate how AI-driven summaries inform customer decisions, with emphasis on trust and compliance in regulated firms.

Mansioni

• Own the full sales cycle from prospecting to close in financial services.
• Sell an AI-moderated research platform to banks, insurers, asset managers, payments firms and fintechs.

Descrizione del lavoro

An Account Executive in financial services typically owns the full sales cycle with banks, insurers, asset managers, payments firms and fintechs, from prospecting through close. A strong candidate brings a track record selling software into regulated financial institutions, comfort with long buying cycles and multiple stakeholders, and the ability to explain how a research platform turns customer conversations into decisions. Familiarity with how financial firms handle research, compliance and customer insight helps.

How it fits the AI era

AI shifts the work toward explaining a new kind of product and helping buyers trust automated research at scale. Discovery, relationship building and navigating complex financial institutions stay human, while routine research and summarising increasingly run on their own. The role rewards people who can sell that shift clearly and honestly.

How it builds AI experience

Selling an AI moderated research platform builds hands on understanding of how AI handles interviews and summaries, and where human judgement still matters. That experience is useful for anyone moving toward AI products in financial services. Building it starts with learning how AI tools process voice, video and text conversations and how buyers in regulated firms evaluate them.

Worth showing

• Financial services software sales
• Selling to regulated institutions
• Explaining AI research tools

This is our own read, written from the employer's posting and the company's Spotlight. The employer's posting is the source of truth for the role.

About Outset

An AI-moderated research platform that, the company says, runs and summarises hundreds of customer interviews at once, by voice, video or text.