Enterprise Account Executive – Financial Services Insights

Adverb; San Francisco, New York (CA, NY); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Outset, a leading provider of AI-powered user interviews, is seeking an Account Executive for the Financial Services vertical. You will own the full sales cycle—from prospecting and pipeline development to closing and expansion—within a named set of accounts, with primary buyers in Market Research and Customer Insights.

You’ll work with Marketing, Product, Security, and Customer teams to drive adoption and expansion across banks, insurers, wealth managers, and fintechs.

Qualifications

• 5+ years of quota-carrying B2B SaaS sales experience.
• Proven success selling into Financial Services accounts.
• Strong network with Market Research and Customer Insights leaders.
• Experience guiding complex multi-stakeholder deals through enterprise cycle.
• Experience with vendor risk, security, and compliance reviews.

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 aligned to FS research workflows.
• Create account plans mapping buying centers and budgets.
• Navigate regulatory reviews with Security and Legal.
• Maintain forecasting and pipeline in Salesforce.
• Collaborate with Marketing to build FS plays.
• Drive adoption and expansion with Customer Success.
• Provide market feedback to Product and GTM.

Skills

Quota-carrying SaaS sales

Financial Services selling

Full-cycle enterprise sales

Account growth & expansion

Stakeholder management

Job description

Outset, a leading provider of AI-powered user interviews, is seeking an Account Executive for the Financial Services vertical. You will own the full sales cycle—from prospecting and pipeline development to closing and expansion—within a named set of accounts, with primary buyers in Market Research and Customer Insights.

You’ll work with Marketing, Product, Security, and Customer teams to drive adoption and expansion across banks, insurers, wealth managers, and fintechs.