Senior CRM Account Executive (Financial Services)

ServiceNow; New Jersey; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Generous family leave

Matched donations

Annual learning stipends

Flexible PTO

Competitive retirement plan

Paid volunteer time

Job summary

ServiceNow is seeking a seasoned CRM Account Executive to drive the expansion of our AI-enabled CRM solutions within major financial institutions.

You will lead strategic initiatives that align with enterprise-wide digital transformation, leveraging our Service Management platform as the foundation for a unified data and process backbone.

Qualifications

• 7+ years selling front-office transformation solutions in enterprise software.
• Experience selling into financial services and leveraging AI in workflows or decision-making.
• Proven ability to develop territory strategy and drive executive-level engagements (EBCs).

Responsibilities

• Develop and execute a territory strategy focused on high-value use cases for banking, insurance, and wealth management.
• Prospect and grow CRM opportunities through consultative selling and executive briefings.
• Close net-new sales opportunities and partner with teams to accelerate CRM adoption in large accounts.
• Act as Financial Services CRM authority, leading solutions discussions with account teams and SCs.
• Enable Account Executives and Sales Development teams with advanced knowledge to accelerate opportunities.

Skills

Strategic account management

Sales leadership

CRM/AI product knowledge

Enterprise software sales

Forecasting & pipeline management

Job description

• ServiceNow is looking for a seasoned CRM Account Executive to capitalize on your deep industry knowledge and proven sales record within major financial institutions. You will be instrumental in overseeing the market success and expansion of ServiceNow’s next-generation CRM and AI products, positioning them as the essential backbone for enterprise-wide digital transformation
• Our CRM products are not just stand-alone tools; they are built upon our market-leading Service Management platform, creating a single, intelligent source of truth
• This unified approach allows mission-critical, enterprise-scale processes—from customer onboarding, complaints, fraud and disputes management to decedent, trade exceptions, broker/dealer servicing, etc —to execute uniform information, predictive AI, and unmatched operational efficiency
• Financial Services Vertical Strategy & Execution:
• Account Management: Develop and execute a territory strategy focused on high-value use cases specific to banking, insurance, and wealth management (e.g., enhanced customer experience, intelligent service operations, etc). Provide critical, industry-specific input during account planning, ensuring target accounts and use cases are aligned with the high-ROI potential of our AI-driven CRM solutions
• Target & Validate AI/CRM Opportunities: Prospect and grow pipeline in CRM greenfield accounts and grow existing CRM partnerships through consultative selling, including, but not limited to Executive Briefings (EBCs), Discovery Workshops and Use Case Pilots
• Champion Transformational Value: Partner with account teams and Solutions Implementation partners and resellers to close net new sales opportunities to help financial services leaders drive operational efficiency and a superior customer experience
• Sales & Team Enablement:
• Act as the Financial Services CRM Authority: In your role as the primary expert for Financial Services Industry (FSI) CRM within your territory, you and your Solution Consultants (SCs) will spearhead net new sales initiatives and collaborate closely with core account teams to drive front office transformation, effectively extending these efforts throughout an extensive territory
• Accelerate Sales Cycles: Act as both Player and Coach by both leading net new opportunities, as well as enabling Account Executives (AEs) and Sales Development teams with foundational and advanced specialty knowledge to identify, qualify, and accelerate CRM opportunities within global accounts

Benefits

• Generous family leave
• Matched donations
• Annual learning stipends
• Flexible PTO
• Competitive retirement plan
• Paid volunteer time

Do you have 7+ years of expertise selling front office transformation solutions into the high-stakes world of Financial ServicesExperience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI’s potential impact on the function or industryExperience as a new logo hunter, Sr AE or Sr Solutions sales executiveTravel required: 30-50%7+ years knowledge enterprise software and/or specialty solutions area to lead solution win Understanding of business sales processes