Strategic Account Executive — Financial Institutions

stratacareers; Chicago (IL); On-site; USD 115,000 - 135,000; Full time

Job summary

Strata is looking for an Account Executive to drive sales of our cloud-based financial planning platform in the Chicago area. You will own territory, build and manage a robust pipeline, run strategic demos, and negotiate complex contracts with executive stakeholders.

You will collaborate with Marketing, Professional Services, Product, and Solutions Engineers to articulate value, forecast accurately, and deliver measurable outcomes for clients. Travel up to 50% is expected.

Qualifications

• Proven track record in financial software sales and enterprise deals.
• Experience engaging VP-level stakeholders.
• Excellent presentation and relationship-building skills.
• Willingness to travel up to 50%.

Responsibilities

• Revenue Accountability: Achieve annual and quarterly revenue goals as assigned.
• Annual Territory Planning: Develop and execute an annual territory plan for assigned region.
• Pipeline Development: Create a comprehensive prospecting strategy contributing to annual sales growth targets; collaborate with Account Development Representative.
• Deal Management: Manage complex deal cycles from prospecting through close including discovery, demos, due diligence, pricing, and contract negotiation.
• Cross-functional Collaboration: Work with Marketing, Professional Services, Product, Solutions Engineers, and Industry Leaders to deliver demos and presentations.
• Reporting & Data Management: Maintain accurate pipeline and forecast data in Salesforce and update Senior Leadership.

Skills

Sales pipeline

Territory planning

Deal negotiation

Cross-functional collaboration

Forecasting

Salesforce

Tools

Salesforce (SFDC)

Job description

Strata is looking for an Account Executive to drive sales of our cloud-based financial planning platform in the Chicago area. You will own territory, build and manage a robust pipeline, run strategic demos, and negotiate complex contracts with executive stakeholders.

You will collaborate with Marketing, Professional Services, Product, and Solutions Engineers to articulate value, forecast accurately, and deliver measurable outcomes for clients. Travel up to 50% is expected.