Major Account Executive - Financial Business Services

Anaplan; New York (NY); On-site; USD 139,000 - 188,000; Full time

Job summary

A leading cloud-based planning software provider is seeking a Major Account Executive specializing in Financial Business Services. The role demands at least 8 years of successful sales experience in SaaS, particularly selling to C-level executives in Fortune 2000 companies. This position offers a base salary range from $139,000 to $188,000, requiring strong consultative sales skills and a network in financial services to drive business development and digital transformation efforts.

Qualifications

• 8+ years of consultative sales experience in SaaS solutions for Fortune 2000 companies.
• Track record of overachieving sales quotas, with multiple seven-figure ACV deals.
• Strong network within financial services up to C-level executives.

Responsibilities

• Engage with financial services prospects to identify broken processes.
• Conduct presentations to C-level executives and decision makers.
• Develop and lead coordinated account planning processes.

Skills

Consultative sales experience

C-Suite selling

Account management

Sales forecasting

Financial services knowledge

Education

BS/BA in Business, Finance, or Economics

Tools

SFDC

People.ai

Demandbase

Job description

MAJOR ACCOUNT EXECUTIVE – FINANCIAL BUSINESS SERVICES

In this role, you will take your consistent record of selling sophisticated technology solutions and account management and sell an incredibly versatile platform. Our sales team is helping industry leaders understand the impact of Anaplan’s product and how our connected planning solution is bridging the gap between financial and operational decision‑making. You will help our customers achieve their immediate business goals while setting their business up for the future.

This role will be a catalyst to Anaplan’s continued growth while leading digital transformation. Reporting directly to the Regional Vice President (RVP), you will navigate large organizations handling between 1 and 8 strategic accounts, in most cases existing and meaningful Anaplan customers. You will be supported by an experienced, cross‑functional team to assist in your success to build customer value and drive business and revenue onto the Anaplan platform.

Your Impact

• Engaging with targeted financial services enterprise prospects to identify broken business processes and position Anaplan’s unique ability to solve the problem
• Conduct highly effective presentations to VP through C‑level executives and key C‑suite level decision makers including CFOs, CROs, and senior leaders in supply chain, workforce, and other business functions
• Develop and own coordinated account planning and opportunity planning process
• Apply Anaplan’s value‑based selling methodology and tools to run sales processes and accurately forecast business
• Employ best‑in‑class account leadership skills to identify account expansion opportunities by cross‑selling and up‑selling opportunities within targeted accounts
• Perform strategic sales planning, leading to accurate forecasting of the business
• Work with cross‑functional members of Sales Development Reps, Marketing, Solution Consultants, and the Customer Success teams

Your Qualifications

• 8+ years consultative sales experience into Fortune 2000 companies, ideally in SaaS solutions
• Success selling into the highest levels of accounts with a C‑Suite focus
• Track record of overachieving sales quota & targets, including shown history of multiple seven‑figure annual contract value (ACV) deals (services and/or software)
• Strong senior executive network in your territory with customers and partners in relevant industry
• Proven experience with sophisticated partner & internal team organizations
• Proven executive network in Financial Services industry, spanning from Director‑to C‑level executives
• Business, Finance, Economics, related BS/BA degree or relevant years of experience
• Demonstrated experience selling into financial services (FSI) accounts
• Demonstrated understanding of the pressing business challenges faced by financial services organizations today

Preferred Skills

• Experience with SFDC, People.ai and Demandbase plus

Base Salary Range::$139,000 USD - $188,000 USD

Our Commitment to Diversity, Equity, Inclusion and Belonging (DEIB)

We believe attracting and retaining the best talent and fostering an inclusive culture strengthens our business. DEIB improves our workforce, enhances trust with our partners and customers, and drives business success. Build your career in a place where diversity, equity, inclusion and belonging aren’t just words on paper – this is what drives our innovation, it’s how we connect, and it contributes to what makes us a market leader. We believe in a hiring and working environment where all people are respected and valued, regardless of gender identity or expression, sexual orientation, religion, ethnicity, age, neurodiversity, disability status, citizenship, or any other aspect which makes people unique. We hire you for who you are, and we want you to bring your authentic self to work every day!

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive equitable benefits and all privileges of employment. Please contact us to request accommodation.