Account Executive, Financial Services Data Solutions

Windfall Data, Inc.; San Francisco (CA); Hybrid; USD 240,000 - 280,000; Full time

Job summary

Windfall Data, Inc. is growing its Commercial Sales team.

As an Account Executive, you will own the full sales cycle and drive new business for our data enrichment offerings within financial services, including wealth management, private banking, and regional banks. You will prospect, build a robust pipeline, conduct consultative selling, coordinate with Solutions Engineering and Revenue Operations, negotiate pricing, and close deals.

Qualifications

• Bachelor’s degree required.
• 3+ years as Account Executive with quota attainment.
• Experience in consultative selling for financial services is a plus.
• Strong communicator with ability to manage multiple priorities.

Responsibilities

• Conduct account and prospect research and execute targeted outreach.
• Build and manage pipeline with self-sourced outbound prospecting and events.
• Apply consultative selling to FS-specific pain points and position Windfall’s solution.
• Collaborate with Solutions Engineering, Revenue Operations, and Sales leadership to run evaluations and structuring deals.
• Develop tailored pitch materials for various buying committee members.
• Maintain an accurate pipeline in Salesforce to meet or exceed quota.
• Negotiate pricing and contract terms through closing.

Skills

Outbound prospecting

Pipeline management

Consultative selling

Negotiation

Cross-functional collaboration

Strong communication

Domain knowledge

Education

Bachelor's degree

Tools

Salesforce

Outreach

Groove

LinkedIn

ZoomInfo

Job description

Windfall Data, Inc. is growing its Commercial Sales team.

As an Account Executive, you will own the full sales cycle and drive new business for our data enrichment offerings within financial services, including wealth management, private banking, and regional banks. You will prospect, build a robust pipeline, conduct consultative selling, coordinate with Solutions Engineering and Revenue Operations, negotiate pricing, and close deals.