Sr CRM Account Executive - Financial Services

SmartRecruiters, Inc.; New York (NY); Remote; USD 137,000 - 185,000; Full time

Job summary

ServiceNow seeks a CRM Account Executive to drive front-office transformation in Financial Services across the North America region. You will own CRM and AI initiatives, expanding market success for our CRM and AI products within large financial institutions.

Expect leadership in strategy, deal execution, and cross-functional collaboration to deliver measurable value. You will convert industry complexity into business outcomes, managing territory plans, executive engagements, and pilots.

Qualifications

• Experience integrating AI into work processes or workflows.
• 7+ years in enterprise software sales or related solutions.
• Experience as a new logo hunter or senior account executive.
• Understanding of business sales processes.

Responsibilities

• Lead CRM and AI initiatives for financial services to drive transformation.
• Develop and execute territory strategies with a focus on high-value use cases.
• Coach account teams to identify, qualify, and accelerate CRM opportunities.

Skills

AI integration

Enterprise software

New logo hunter

Sr AE or Sr Solutions sales

Financial Services experience

Job description

• Full-time
• Employee Type: Regular
• Region: AMS - North America and Canada
• Work Persona: Flexible or Remote

Company Description

It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today — ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone.

Job Description

Do you have 7+ years of expertise selling front office transformation solutions into the high-stakes world of Financial Services? Are you ready to drive the adoption of cutting-edge CRM and AI-powered workflow solutions across Global Finance Institutions?

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.

What You Will Drive: CRM & AI for Strategic Success

Your focus will be on converting industry complexity into measurable business value:

• 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.
• 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.

Qualifications

To be successful in this role you have:

• Experience 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 industry.
• 7+ years knowledge enterprise software and/or specialty solutions area to lead solution win
• Experience as a new logo hunter, Sr AE or Sr Solutions sales executive.
• Understanding of business sales processes

For positions in this location, we offer a base pay of $137,000 - $185,050, plus equity (when applicable), variable/incentive compensation and benefits. Sales positions generally offer a competitive On Target Earnings (OTE) incentive compensation structure. Please note that the base pay shown is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level, competencies, and work location. We also offer health plans, including flexible spending accounts, a 401(k) Plan with company match, ESPP, matching donations, a flexible time away plan and family leave programs. Compensation is based on the geographic location in which the role is located and is subject to change based on work location.

Additional Information

We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work and their assigned work location. Learn more here . To determine eligibility for a work persona, ServiceNow may confirm the distance between your primary residence and the closest ServiceNow office using a third-party service.

Equal Opportunity Employer

ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements.

Accommodations

We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact [e-mail] for assistance.

Export Control Regulations

For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities.

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