Enterprise Sales Executive

About this role

About the Team
Join a high-performing sales team focused on helping financial institutions mitigate risk, prevent fraud, and make informed identity and trust decisions. Our team partners with broker-dealers, banks, wealth management firms, and other financial services organizations to deliver innovative fraud, identity, risk, and analytics solutions that drive measurable business outcomes.
We are a collaborative, client-focused group that works closely with Product, Data Science, and Professional Services teams to deliver strategic solutions that address complex industry challenges and create long-term customer value. We seek experienced sales professionals who have successfully engaged executive leadership within major financial institutions and guided organizations through enterprise-wide technology and risk transformation initiatives.

About the Role
We are seeking a results-driven Enterprise Sales Executive / Account Manager to lead growth initiatives within the broker-dealer and broader financial services market. This role is primarily focused on identifying, developing, and closing new business opportunities while strategically managing a select portfolio of existing accounts.
The ideal candidate will have a proven track record of enterprise sales success selling software, data, analytics, fraud, identity, risk, or fintech solutions to large financial institutions. You will build executive-level relationships, develop strategic account plans, and position high-value solutions that help clients achieve their business objectives while driving significant revenue growth.
This role requires a consultative sales leader who excels in complex, multi-stakeholder sales environments and can effectively navigate executive decision-making processes across Tier 1 banks, broker-dealers, capital m
arkets firms, and other financial services organizations.
Responsibilities

• Drive new business development within the broker-dealer and financial services market through proactive prospecting, pipeline generation, strategic account engagement, and executive relationship development.

• Identify, qualify, and close complex, high-value, multi-year sales opportunities with enterprise clients.

• Develop and execute territory plans focused on broker-dealers, banks, wealth management firms, capital markets organizations, and adjacent financial services institutions.

• Build and maintain trusted relationships with C-suite executives, senior business leaders, risk officers, compliance leaders, and technology decision-makers to uncover strategic business priorities and growth opportunities.

• Apply a consultative, value-based sales approach to understand customer challenges and align fraud, identity, risk, analytics, and data-driven solutions with business objectives.

• Create compelling business cases, proposals, executive presentations, and solution strategies tailored to client needs and strategic initiatives.

• Lead complex negotiations involving procurement, legal, compliance, and executive stakeholders to successfully close enterprise agreements.

• Leverage industry expertise in fraud prevention, digital identity, risk management, analytics, compliance, and financial services technology solutions to position differentiated offerings and drive competitive wins.

• Manage and expand a portfolio of existing strategic accounts by identifying upsell and cross-sell opportunities that enhance client outcomes and revenue growth.

• Own revenue performance against assigned sales quotas, including accountability for pipeline creation, forecasting, deal conversion, and strategic account planning.

• Drive enterprise-wide solution adoption and long-term client success through executive sponsorship and stakeholder engagement.

• Partner closely with Product, Data Science, Professional Services, and other internal stakeholders to design and deliver integrated client solutions.

• Maintain accurate sales forecasts, pipeline activity, opportunity management, and account plans within CRM systems.

• Stay informed on industry trends, regulatory changes, emerging fraud threats, and competitive developments impacting broker-dealers, banks, and financial services organizations.

Requirements
Required Qualifications

• Bachelor's degree in Business, Finance, Marketing, or a related field, or equivalent professional experience.

• Minimum of 10 years of experience selling enterprise software, data, analytics, fraud, identity, risk, fintech, or related technology solutions to large financial institutions.

• Proven success in enterprise sales, business development, or strategic account management within the financial services industry.

• Demonstrated success managing multi-million-dollar strategic accounts, consistently exceeding sales quotas, and closing complex multi-year enterprise agreements.

• Strong executive presence with the ability to engage and influence C-suite stakeholders, senior executives, risk leaders, and technology decision-makers.

• Proven ability to navigate complex procurement, legal, compliance, and contract negotiations within large financial institutions.

• Experience selling complex solutions through consultative, value-based sales methodologies.

• Demonstrated ability to prospect, build executive relationships, generate pipeline, and close high-value opportunities.

• Track record of achieving or exceeding sales quotas and revenue targets in highly competitive enterprise sales environments.

• Experience driving enterprise-wide solution adoption across large, matrixed organizations.

• Excellent communication, presentation, negotiation, and relationship management skills.

• Experience managing long, complex sales cycles involving multiple stakeholders and decision-makers.

• Ability to effectively collaborate across cross-functional teams to deliver customer-focused solutions.

Preferred Qualifications

• Experience working with broker-dealers, Tier 1 banks, wealth management firms,…