Senior Account Executive

Jobtailor; Morristown (NJ); On-site; USD 130,000 - 170,000; Full time

Job summary

PerformLine is seeking a high‑impact enterprise SaaS sales leader to own and accelerate multi‑stakeholder deals in the financial services space from Morristown, NJ. You will drive end‑to‑end sales cycles, leverage AI tools to research accounts, and collaborate with Marketing and Client Success to expand opportunities.

Ideal candidates have a proven track record in enterprise SaaS sales, a robust network in financial services, and expertise in Salesforce plus AI platforms like Claude.

Qualifications

• 7+ years of B2B enterprise SaaS sales experience (GRC/compliance software is a plus), with consistent quota attainment.
• Demonstrated success selling into enterprise financial services (banking, insurance, wealth management, or fintech).
• A real network of financial services relationships you can activate.
• Experience sourcing and managing enterprise deal cycles averaging 4 to 6 months, sometimes longer.
• Comfort in ambiguity: you’ve operated without a fully built territory, playbook, or support infrastructure and figured it out.
• Strong executive presence and communication skills — you can command a room with a CISO and a CFO in the same conversation.
• Proficiency in Salesforce and modern sales tech stack.
• Experience with AI platforms (Claude, etc.)

Responsibilities

• Build pipeline from scratch across a named account list — you’ll have inbound support, but pipeline ownership starts with you
• Use AI tools (including Claude) to research accounts, sharpen outreach, and prioritize the highest‑potential opportunities
• Accelerate and grow relationships with prospects across all layers of target accounts
• Run complex, multi‑stakeholder enterprise deals spanning compliance, legal, risk, and C‑suite
• Own the full cycle from sourcing through red lines and close
• Know when to stick to the playbook and when to get creative to push deals across the finish line
• Lead vertical expansion efforts into insurance and wealth management, leveraging existing financial services relationships to open new markets
• Partner with Marketing and Client Success on messaging and expansion opportunities
• Strategize and communicate effectively with internal stakeholders on pipeline progress, revenue forecast, and feature requests — using AI to speed up account research, forecasting, and prep
• Represent PerformLine at industry events and conferences to build brand presence and source pipeline

Skills

B2B enterprise SaaS sales

Enterprise financial services sales

Salesforce proficiency

AI platforms experience (Claude, etc.)

Tools

Salesforce

Claude (AI)

Job description

• Build pipeline from scratch across a named account list — you’ll have inbound support, but pipeline ownership starts with you
• Use AI tools (including Claude) to research accounts, sharpen outreach, and prioritize the highest‑potential opportunities
• Accelerate and grow relationships with prospects across all layers of target accounts
• Run complex, multi‑stakeholder enterprise deals spanning compliance, legal, risk, and C‑suite
• Own the full cycle from sourcing through red lines and close
• Know when to stick to the playbook and when to get creative to push deals across the finish line
• Lead vertical expansion efforts into insurance and wealth management, leveraging existing financial services relationships to open new markets
• Partner with Marketing and Client Success on messaging and expansion opportunities
• Strategize and communicate effectively with internal stakeholders on pipeline progress, revenue forecast, and feature requests — using AI to speed up account research, forecasting, and prep
• Represent PerformLine at industry events and conferences to build brand presence and source pipeline

Requirements

• 7+ years of B2B enterprise SaaS sales experience (GRC/compliance software is a plus), with consistent quota attainment
• Demonstrated success selling into enterprise financial services (banking, insurance, wealth management, or fintech)
• A real network of financial services relationships you can activate
• Experience sourcing and managing enterprise deal cycles averaging 4 to 6 months, sometimes longer
• Comfort in ambiguity: you’ve operated without a fully built territory, playbook, or support infrastructure and figured it out
• Strong executive presence and communication skills — you can command a room with a CISO and a CFO in the same conversation
• Proficiency in Salesforce and modern sales tech stack
• Experience with AI platforms (Claude, etc.)