Strategic Account Executive, Financial Institutions

Strata Decision Technology; Chicago (IL); On-site; USD 115,000 - 135,000; Full time

Benefits offered by this job

Retirement benefits

Health and welfare benefits

Paid time off

Parental leave

Life and accident insurance

Well-being benefits

Job summary

Strata Decision Technology in Chicago, IL is seeking an Account Executive to lead the sales process for our cloud-based SaaS financial planning platform. You’ll act as an evangelist for strong financial and operational management, owning business activities and client relationships with a CEO mindset.

You’ll prospect, develop territories, run discovery calls and tailored demonstrations, and collaborate across Marketing, Professional Services, and Product teams. Travel up to 50% as needed.

Qualifications

• Experience in financial software sales for large enterprise deals (VP-level contacts preferred).
• Ability to maintain and grow a dynamic sales pipeline with accurate forecasting.
• Strong relationship-building and presentation skills with diverse stakeholders.
• Strategic mindset for pricing and understanding client business models.
• Problem-solving to identify needs and develop solutions.
• Collaborative and ethical in solo or team settings.
• Ability to travel up to 50%.

Responsibilities

• Revenue accountability: hit annual and quarterly revenue goals.
• Annual territory planning: create and execute territory plan.
• Pipeline development: strategize and maintain robust pipeline with SDR collaboration.
• Deal management: manage cycles from discovery to close including pricing and negotiations.
• Cross-functional collaboration: work with Marketing, Professional Services, Product, and others.
• Reporting & data management: maintain pipeline in Salesforce and report to leadership.

Skills

Financial software sales

Enterprise deals

Forecasting

Relationship building

Pricing strategy

Travel willingness

Job description

Strata Decision Technology in Chicago, IL is seeking an Account Executive to lead the sales process for our cloud-based SaaS financial planning platform. You’ll act as an evangelist for strong financial and operational management, owning business activities and client relationships with a CEO mindset.

You’ll prospect, develop territories, run discovery calls and tailored demonstrations, and collaborate across Marketing, Professional Services, and Product teams. Travel up to 50% as needed.