Enterprise Account Executive (Financial Services)

About this role

<p data-start="165" data-end="570">The Enterprise Account Executive (Financial Services) will report to the Director of Enterprise GTM and own revenue growth across a portfolio of Scale AI’s most strategic financial services customers and prospects. This role is focused on selling complex, agentic AI solutions -autonomous workflows powered by LLMs and human-in-the-loop systems - into large banks, insurers, asset managers, and fintechs.</p> <p data-start="572" data-end="1020">You will operate as a strategic partner to senior executives across the business, technology, and risk organizations - helping them reimagine core workflows (e.g., underwriting, fraud detection, KYC, claims, research, and operations) through AI agents. This is a highly consultative, technical enterprise sales role requiring deep domain fluency, executive presence, and the ability to navigate regulatory, security, and multi-stakeholder complexity.</p> <p data-start="1022" data-end="1263">You will own the full customer lifecycle - from origination through close, deployment, and expansion - while acting as the quarterback across Solutions Engineering, Product, Research, and Delivery teams to land and scale high-impact AI programs.</p> <hr data-start="1265" data-end="1268"> <h3 data-section-id="1unkpy9" data-start="1270" data-end="1287"><span><strong data-start="1274" data-end="1287">You Will:</strong></span></h3> <ul data-start="1289" data-end="2644"> <li data-section-id="z7h3vt" data-start="1289" data-end="1470">Own and expand relationships with the largest financial services institutions (banks, insurers, capital markets, fintech), focusing on high-impact, multi-year AI transformations</li> <li data-section-id="1qmrngb" data-start="1471" data-end="1641">Sell agentic AI solutions by mapping Scale’s capabilities to mission-critical workflows (e.g., underwriting, fraud, compliance, customer ops, investment research)</li> <li data-section-id="11wop0b" data-start="1642" data-end="1812">Build trusted relationships with executive stakeholders (CIO, CTO, Chief Data/AI Officer, Heads of Risk/Operations/Lines of Business) and guide enterprise AI strategy</li> <li data-section-id="1gspm1w" data-start="1813" data-end="1936">Develop and execute multi-threaded account plans that drive net-new revenue, expansion, and long-term platform adoption</li> <li data-section-id="1qhgn18" data-start="1937" data-end="2086">Lead complex deal cycles, including business case development, ROI modeling, and mutual close plans across new business, renewals, and expansions</li> <li data-section-id="1i92cdb" data-start="2087" data-end="2212">Partner deeply with Solutions Engineering to shape and land technically credible pilots, POVs, and production deployments</li> <li data-section-id="1pcu0cg" data-start="2213" data-end="2315">Navigate regulatory, security, and procurement processes unique to financial services environments</li> <li data-section-id="1rqy96i" data-start="2316" data-end="2436">Act as the voice of the customer internally—informing product roadmap, agent design, and vertical-specific solutions</li> <li data-section-id="109y0x7" data-start="2437" data-end="2552">Maintain a strong command of pipeline, forecasting, and deal hygiene using Salesforce, Clari, and related tools</li> <li data-section-id="1a4q6w" data-start="2553" data-end="2644">Operate with urgency and precision in a fast-paced, highly cross-functional environment</li> </ul> <hr data-start="2646" data-end="2649"> <h3 data-section-id="3a84fb" data-start="2651" data-end="2682"><span><strong data-start="2655" data-end="2682">Ideally, You Will Have:</strong></span></h3> <ul data-start="2684" data-end="3907"> <li data-section-id="1idtofq" data-start="2684" data-end="2826">8–12+ years of enterprise sales experience, with significant focus on financial services (banking, insurance, capital markets, or fintech)</li> <li data-section-id="1qasmxb" data-start="2827" data-end="2966">Proven track record of closing and expanding large, complex, multi-million dollar enterprise deals within highly regulated environments</li> <li data-section-id="1yms0pg" data-start="2967" data-end="3147">Experience selling AI/ML, data platforms, or workflow automation technologies, with the ability to position agentic / LLM-driven solutions at a business and technical level</li> <li data-section-id="1uco5yn" data-start="3148" data-end="3304">Deep understanding of financial services workflows (e.g., underwriting, claims, fraud, KYC/AML, research, operations) and how technology transforms them</li> <li data-section-id="ttjtdt" data-start="3305" data-end="3457">Demonstrated success engaging and influencing executive stakeholders, including building and delivering compelling business cases and ROI narratives</li> <li data-section-id="vzebh4" data-start="3458" data-end="3582">Strong command of enterprise sales methodology, including account planning, multi-threading, and disciplined…