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Account Executive Financial Jobs (NOW HIRING)

Newfront

Account Executive - Financial Institutions

$100K - $157K/yr

This position will report to the Sr. Account Executive and Team Lead and is a salaried, exempt and ... financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits ...

Applause

As an Enterprise Account Executive- Financial Services you will be responsible for driving revenue growth by building and managing Enterprise accounts, long-term client relationships, and developing ...

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$79.2K

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How much do account executive financial jobs pay per year?

As of Jun 14, 2026, the average yearly pay for account executive financial in the United States is $79,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $95,000.00 per year, depending on experience, location, and employer.

What is the highest salary for an account executive?

The highest salary for an account executive can exceed $100,000 annually, especially for those with extensive experience, strong sales skills, and working in high-demand industries or large companies. Top performers often earn significant commissions and bonuses, which can substantially increase total compensation.

What does an account executive actually do?

An account executive in finance is responsible for managing client relationships, understanding their financial needs, and offering appropriate products or services. They often conduct sales presentations, negotiate contracts, and use CRM tools to track client interactions, aiming to meet sales targets and ensure client satisfaction.

What are Account Executive Financial professionals?

Account Executive Financial professionals are sales specialists who manage relationships with clients, typically in the finance or banking industry. Their main role is to understand clients’ financial needs, offer suitable products or services, and drive revenue for their company. They often act as the main point of contact for clients, ensuring satisfaction and addressing any issues that arise. Additionally, they collaborate with internal teams to develop customized financial solutions and meet sales targets. Success in this role requires strong communication, negotiation, and analytical skills.

What are the key skills and qualifications needed to thrive as an Account Executive in Finance, and why are they important?

To thrive as an Account Executive in Finance, you need strong sales acumen, financial knowledge, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial analysis tools, and common industry platforms is essential. Excellent communication, relationship-building, and negotiation skills help professionals stand out in this client-focused role. These competencies are crucial for building trust, meeting revenue targets, and effectively managing client portfolios in a competitive financial environment.

Is an account executive a high position?

An account executive in finance is typically considered a mid-level role responsible for managing client accounts and sales. While it can lead to higher positions such as account manager or director, it is generally not classified as a senior or executive-level role on its own.

What is the difference between Account Executive Financial vs Account Manager Financial?

AspectAccount Executive FinancialAccount Manager Financial
Primary RoleProspecting and acquiring new clients, generating salesManaging existing client relationships, ensuring client satisfaction
Work EnvironmentSales-focused, often in client-facing settingsClient service-oriented, maintaining ongoing accounts
Required CredentialsFinancial certifications may be preferred; sales experience valuableFinancial background often required; certifications beneficial

While both roles operate within the financial industry, the Account Executive Financial primarily focuses on acquiring new clients and driving sales, whereas the Account Manager Financial manages ongoing client relationships to ensure retention and satisfaction. Understanding these differences helps in choosing the right career path or job search focus.

What qualifications do you need to be an AE?

To become an account executive in finance, candidates typically need a bachelor's degree in finance, business, or a related field. Strong communication, sales skills, and experience with customer relationship management (CRM) tools are also important, along with a proven track record in sales or client management.

What are some common challenges Account Executives in the financial sector face when managing client relationships?

Account Executives in the financial sector often encounter challenges such as maintaining trust with clients during market volatility, staying updated with complex regulatory changes, and balancing the demands of multiple high-value accounts. Effective communication and proactive problem-solving are essential to address client concerns promptly and build long-term partnerships. Additionally, collaborating closely with internal teams like analysts and compliance specialists is crucial to delivering comprehensive financial solutions tailored to each client's needs.
What cities are hiring for Account Executive Financial jobs? Cities with the most Account Executive Financial job openings:
What states have the most Account Executive Financial jobs? States with the most job openings for Account Executive Financial jobs include:
Account Executive Financial jobs near you
Account Executive (Financial Services)

Account Executive (Financial Services)

RecordPoint

Manhattan, NY • Remote

Other

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Account Executive

RecordPoint is a data and information lifecycle management SaaS product designed to give highly-regulated organizations a competitive edge through safer, more secure, and better-managed data. We're a disruptor in our industry, set apart from competitors by our cutting edge technology and innovation-first mindset.

Our global customer list includes top-tier brands and government agencies like the City of New York, Westpac, National Australia Bank (NAB), Australian Prudential Regulation Authority (APRA), Security Benefit, Cupertino Electric, Australian Securities & Investments Commission (ASIC), Transport for NSW, Ausgrid, Pacific Gas & Electric (PG&E), and Delaware Life.

But there's more to us than the what we do like the who behind it all. Team RecordPoint is made up of 100+ tech-driven professionals at the top of their respective fields. Together, we foster a supportive, collaborative and transparent environment, collectively working toward the singular goal of continuously doing better.

While we've got all the perks you'd expect think truly flexible work arrangements, generous paid parental leave, 4 weeks annual leave and Employee Share Options you might find that the greatest benefit of all, is the team you join.

Scope

As a quota carrying Account Executive, focused on the Financial Services vertical, you will drive RecordPoint's growth by acquiring new customers through strategic, consultative selling. You'll engage directly with stakeholders, helping them understand how RecordPoint's innovative Data Trust Platform addresses their critical compliance, efficiency, and data security needs across enterprise and mid-market segments.

You will be responsible for:

  • Proactively identify, qualify, and close new business opportunities within enterprise and mid-market organizations in the Financial Services sector.
  • Develop and maintain a healthy pipeline to consistently achieve sales quotas.
  • Execute a verticalized ABM strategy for accounts within your vertical.
  • Work closely with the SDR team, providing guidance on outreach strategies, collaborating on prospecting efforts, and sharing market insights to improve overall lead quality.
  • Partner with Marketing to effectively manage inbound leads and execute targeted outreach campaigns.
  • Collaborate cross-functionally with Customer Success to ensure smooth customer onboarding and long-term satisfaction.
  • Provide insightful input to refine messaging, positioning, and GTM strategies for enterprise and mid-market clients.
  • Use our state of the art Sales and Marketing technology stack to move prospects efficiently through the funnel.
  • Deploy MEDDPICC to map out sales qualification stages and increase deal velocity.

You will do:

  • Conduct strategic outbound prospecting using Gong and LinkedIn to generate high-quality opportunities.
  • Leverage data analytics and sales intelligence platforms to enhance targeting, personalize outreach, and increase the effectiveness of sales efforts.
  • Execute compelling online product demos, clearly demonstrating value aligned with customer needs.
  • Build and leverage MEDDPICC methodologies and buyer-centric sales processes to drive efficiency and success.
  • Master the art of multithreading, building business cases, and empowering internal champions to sell internally when direct engagement is not possible.
  • Manage the entire sales cycle from discovery calls to negotiations and deal closures.
  • Represent RecordPoint at industry conferences, webinars, and networking events.
  • Maintain meticulous CRM hygiene in Salesforce, tracking and forecasting opportunities accurately.
  • Engage actively in team meetings, sharing insights and strategies to enhance team performance.

Who you are:

  • Proven background in solution selling and strong ability to position and articulate value-based solutions tailored to customer challenges.
  • 5-10 years of SaaS sales experience, ideally selling to enterprise and mid-market clients within the FSI sector.
  • Proven ability to manage complex sales cycles with multiple stakeholders.
  • Exceptional communication and presentation skills, with an ability to articulate technical concepts clearly.
  • Familiarity with modern sales tools, especially Gong, LinkedIn Sales Navigator, and Salesforce.
  • Experience with AI-driven sales enablement or intent data tools is highly desirable.
  • Proven expertise in MEDDPICC qualification and buyer-centric sales processes.
  • Demonstrated ability in multithreading sales cycles, building compelling business cases, and coaching internal champions.
  • Experience conducting impactful online product demonstrations incorporating storytelling and customer value/impact.
  • Strong negotiation skills, demonstrated success in closing complex enterprise software deals and a historical record of quota attainment.
  • Entrepreneurial, proactive mindset with excellent organizational and time management skills.
  • Natural curiosity and active listening capabilities to thoroughly understand and address customer needs.

Why RecordPoint:

  • A flexible, remote-friendly work environment with a strong work-life balance
  • Opportunities to grow and develop
  • Fast-growth Australian-owned company
  • A workplace where innovation is our way of life
  • Personal Development budget for all staff
  • Access to Employee Stock Ownership Plan
  • 401K matching
  • 20 days PTO/year from day 1
  • Work on a product that makes a real social impact on the world
  • Generous Parental Leave policy
  • Global opportunities!

$200,000 - $350,000 a year Salary ranges are a total On Target Earnings (OTE) number that is inclusive of a base salary and commissions component. Comissions are uncapped and capable of being exceeded. RecordPoint also offers Employee Share Options for staff as part of our long-term incentives program. RecordPoint offers health, dental, and vision insurance, as well as competitive 401K matching programs. RecordPoint offers 20 days of Personal Paid Time Off in addition to recognised public holidays. We also have a highly generous parental leave program

Know more:

By checking us out on all the usual platforms, and especially our About Us

How to apply:

Click the 'apply now' button send us your CV.

RecordPoint is an equal opportunities employer.

We offer a fast-paced, dedicated and enjoyable environment, working with some of the best people in the industry.

If you want to know what to expect from a RecordPoint application process, read more here

No recruiters please, we've got this one covered.

You will need to pass a police background check to be eligible for employment at RecordPoint.

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