Account Executive - Financial Services Data Solutions

Windfall; San Francisco (CA); On-site; USD 240,000 - 280,000; Full time

Job summary

Windfall is hiring an Account Executive to own the full sales cycle for our data enrichment offerings within the Financial Services segment. You will prospect, qualify, and close deals, partnering with Solutions Engineering and Revenue Operations to drive value for FS buyers across wealth management, private banking, and banking sectors.

You’ll build a robust pipeline through cold outreach, industry events, and online engagement, while negotiating terms and ensuring compliance throughout the

Qualifications

• Minimum of 3 years at Account Executive level with consultative tech sales experience.

Responsibilities

• Conduct account research and manage full sales cycle from prospecting to closure.
• Build and manage pipeline through outbound prospecting (calls, emails, social) and events.
• Apply consultative selling to FS pain points and position Windfall's solution.
• Partner with Solutions Engineering and Revenue Operations to run evaluations and structure deals.
• Develop tailored pitch materials for C-level and VP-level buyers and data/tech leaders.
• Manage pipeline in Salesforce to meet or exceed quota.
• Own deal negotiation, pricing, and closing with FS procurement and compliance cycles.

Job description

Windfall is hiring an Account Executive to own the full sales cycle for our data enrichment offerings within the Financial Services segment. You will prospect, qualify, and close deals, partnering with Solutions Engineering and Revenue Operations to drive value for FS buyers across wealth management, private banking, and banking sectors.

You’ll build a robust pipeline through cold outreach, industry events, and online engagement, while negotiating terms and ensuring compliance throughout the