Enterprise Account Executive, Financial Services

outset; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

Outset is seeking an Account Executive, Financial Services to lead growth with banks, insurers, wealth managers, payments firms, and fintechs. You’ll own the full sales cycle—from prospecting and pipeline development to closing and expansion—across a named set of accounts.

Your primary buyers are Market Research and Customer Insights teams. You’ll partner with Marketing, Product, Security, and Customer Success to tailor demonstrations and enterprise-grade proposals, navigate risk and compliance,

Qualifications

• 5+ years of quota-carrying B2B SaaS sales experience.
• Experience selling into Financial Services: banks, insurers, asset managers, payments.
• Established network with Market Research and Customer Insights leaders in financial services.
• Proven ability to run full-cycle enterprise sales, managing multi-stakeholder deals.
• Experience guiding deals through vendor risk, security, and compliance reviews.
• Exceptional communication and relationship-building skills.
• Willingness to travel up to 40% for customer meetings.

Responsibilities

• Own the full sales cycle for named Financial Services accounts.
• Land new logos and grow existing customers across lines of business.
• Build relationships with Market Research and Customer Insights leaders.
• Lead discovery and demos connecting Outset to financial services workflows.
• Create account plans mapping lines of business and whitespace.
• Navigate risk, security, data privacy, and compliance reviews with Legal.
• Maintain accurate forecasting and pipeline in Salesforce.
• Collaborate with Marketing to build targeted FS plays.
• Work with Customer Success to drive adoption and expansion.

Skills

Quota carrying

B2B SaaS sales

Financial Services

Job description

Outset is seeking an Account Executive, Financial Services to lead growth with banks, insurers, wealth managers, payments firms, and fintechs. You’ll own the full sales cycle—from prospecting and pipeline development to closing and expansion—across a named set of accounts.

Your primary buyers are Market Research and Customer Insights teams. You’ll partner with Marketing, Product, Security, and Customer Success to tailor demonstrations and enterprise-grade proposals, navigate risk and compliance,