Financial Services Account Executive - AI Research

Outset; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Outset is seeking an Account Executive, Financial Services, to drive growth with banks, insurers, asset managers, payments companies, and fintechs. You will own the full sales cycle—from prospecting and pipeline development through closing and expansion—across a named set of accounts.

Primary buyers are Market Research and Customer Insights teams; expand into UX Research, Product, and CX across institutions.

Qualifications

• 5+ years of quota-carrying B2B SaaS sales experience.
• Experience selling into Financial Services banks, insurers, asset managers, or payments companies.
• Established network with Market Research or Customer Insights leaders in financial services.
• Proven ability to run full-cycle enterprise sales with multi-stakeholder deals.
• Willingness to travel up to 40% for customer meetings and events.

Responsibilities

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

Skills

Quota-carrying

Enterprise SaaS sales

Financial Services accounts

Full-cycle sales

Salesforce forecasting

Job description

Outset is seeking an Account Executive, Financial Services, to drive growth with banks, insurers, asset managers, payments companies, and fintechs. You will own the full sales cycle—from prospecting and pipeline development through closing and expansion—across a named set of accounts.

Primary buyers are Market Research and Customer Insights teams; expand into UX Research, Product, and CX across institutions.