Account Executive, Financial Services Data Solutions

Tenoneten; San Francisco (CA); Hybrid; USD 240,000 - 280,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Windfall is seeking an Account Executive to own the full sales cycle for our data enrichment offerings. You will target financial services enterprises, build your own pipeline through outbound prospecting, and progress opportunities from initial contact to closure.

You will partner with Solutions Engineering and Revenue Operations to tailor solutions, navigate procurement, and close deals, all while maintaining a robust Salesforce pipeline and achieving quota.

Qualifications

• Bachelor’s degree required.
• Minimum of 3 years at Account Executive level with consultative technology sales and quota attainment.
• Extensive understanding of data and its applications.
• Ambitious, driven, and detail-oriented with time management skills.
• Strong written and verbal communication skills.
• Experience with outbound prospecting, multi-threading accounts, and pipeline building.
• Proficient with Salesforce, Outreach/Groove, LinkedIn, ZoomInfo, etc.

Responsibilities

• Conduct account research and execute strategic outbound outreach.
• Build and manage pipeline through self-sourced prospecting, events, and online engagement.
• Apply consultative selling to FS-specific pain points and buying processes.
• Partner with Solutions Engineering, Revenue Operations, and Sales leadership to run evaluations and structure deals.
• Develop tailored pitch materials across buying committee from C-level to senior data/technology leaders.
• Manage a full pipeline in Salesforce to meet or exceed quota.
• Own deal negotiation, pricing, contracts, and closure with FS procurement and compliance review.

Skills

Outbound prospecting

Consultative selling

Quota carrying

Sales process

Communication

Pipeline management

Sales tools

Education

Bachelor’s degree

Tools

Salesforce

Outreach

Groove

LinkedIn

ZoomInfo

Job description

Windfall is seeking an Account Executive to own the full sales cycle for our data enrichment offerings. You will target financial services enterprises, build your own pipeline through outbound prospecting, and progress opportunities from initial contact to closure.

You will partner with Solutions Engineering and Revenue Operations to tailor solutions, navigate procurement, and close deals, all while maintaining a robust Salesforce pipeline and achieving quota.