Account Executive, Financial Services Data Solutions

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

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.