Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Account Executive - Financial Services

$125k - $225k

Appian Corporation

Account Executive - Financial Services

Charlotte, North Carolina

Here at Appian, our values of intensity and excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together.

The best salespeople achieve the most when they are selling outstanding products, solutions, and services backed by an extraordinary company. That's what you get when you sell for Appian. We are passionate about driving digital transformation by bringing Appian solutions that provide speed, agility, and efficiency needed to compete and grow. Are you inspired by the chance to solve your customers' biggest challenges? You can make that kind of difference here. Join our team, where you can not only grow your career, but share the success of an industry pioneer.

We are seeking an Account Executive to lead Commercial / Financial Services Sales across the United States. This role is responsible for navigating all steps of sales cycles, including leading a geographic territory, building prospective top of funnel activity, while effectively managing a complex sales cycle to a successful close.

To be successful in this role, you need:

  • Experience navigating a complex sales cycle from start to finish, leveraging internal resources within the larger sales organization, cross functionally with the customer success team and externally across customer and partner ecosystems
  • Use company-wide success and use cases as a blueprint and add own ideas and vertical knowledge
  • Strong presentation skills for delivering in-person and virtual presentations to LOB & IT audiences, highlighting your ability to perform client discovery, communicate ROI and build business value
  • A trusted advisor to both customers and colleagues to leverage multiple stakeholders throughout complex deals
  • Actively seeking to understand industry trends to help position against competitors

Basic qualifications:

  • 5+ years of direct selling experience and a minimum of 2 years experience as an Enterprise Account Executive, selling complex technologies to Commercial and Financial Services clients
  • History of consistent quota achievement
  • Prior experience in winning new customer logos
  • Strong job tenure: history of displaying loyalty and perseverance through long, stable job tenure and positive career trajectory
  • Bachelors Degree in a relevant field

The base salary for this role is between $125,000-$225,000 per year and represents a good faith and reasonable estimate of the range at the time of posting. Actual compensation will be dependent on a number of factors including, but not limited to, the candidate's relevant work experience, qualifications, internal peer equity, and market and business conditions that exist when extending an offer.

In addition, Appian provides generous benefits offerings that include a 401(k) plan with company match, flexible time off, paid parental leave, medical, dental, and vision plans, life insurance, disability insurance, wellness programs, flexible spending accounts, health savings account contributions, an employee referral bonus program, and learning and development resources. Certain positions may be eligible for equity awards.

Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation, commission, bonus, or benefit plans.

Tools and Resources

  • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires.
  • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities.
  • Community: We'll immerse you into our community rooted in respect starting on day one. Appian fosters inclusivity through our 8 employee-led affinity groups. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company.

Appian offers a comprehensive benefits package designed to support your health, wellbeing, and financial future. Benefits may include health coverage, Employee Assistance Program (EAP) with free mental health support, life and disability insurance, an Employee Stock Purchase Program (ESPP), a retirement/pension plan, wellness dollars, tuition reimbursement, family-forming benefits and more. Benefits vary by countryplease ask your Talent Acquisition contact for details specific to the location you are applying to.

About Appian

Appian provides process automation technology. We automate complex processes in large enterprises and governments. Our platform is known for its unique reliability and scale. We've been automating processes for 25 years and understand enterprise operations like no one else. For more information, visit appian.com. [Nasdaq: APPN]

Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law.

Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at View email address on click.appcast.io. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.

Appian's Applicant & Candidate Privacy Notice

Appian Corporation
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Account Executive - Financial Services in Charlotte, NC vacancy
  • $50k

     ...most. The Opportunity The Regional Market Account Executive is responsible for driving profitable growth by selling and servicing group benefit solutions to small and mid-sized...  ...programs for physical and mental health, financial wellness, and support for families. We... 
    Suggested
    Temporary work
    Work at office
    Local area

    MetLife

    Charlotte, NC
    4 days ago
  • RXO is seeking an Account Executive in Charlotte, NC, to sell factoring and financial services to help small fleets grow. This role involves managing customer accounts, cold calling, and analyzing sales reports to fuel growth. Ideal candidates will hold a bachelor's degree... 
    Suggested

    RXO

    Charlotte, NC
    4 days ago
  • A financial services company is seeking a driven Account Executive for its Charlotte office. In this hybrid role, you'll establish relationships with small business owners, address their borrowing needs, and guide them throughout the lending process. We're looking for... 
    Suggested
    Work at office

    LendingTree, LLC

    Charlotte, NC
    4 days ago
  • $60k

    Internetwork Expert is seeking an Account Executive for Microsoft 365 Licensing in Charlotte, NC. This role is focused on sales to clients in mortgage, financial services, and healthcare. Candidates should have experience in sales and strong communication skills. The position... 
    Suggested
    Remote work

    Internetwork Expert

    Charlotte, NC
    5 days ago
  •  ...Account Executive, Bank of America Platinum Account The Platinum Financial Services Sales Team is looking for an Account Executive to expand SAS' presence at Bank of America. This is a very visible Sales opportunity supporting an iconic and important SAS customer.... 
    Suggested
    Full time

    SAS

    Charlotte, NC
    3 days ago
  • $37.5k

     ...helping grow. Whether your goal is to become a top-producing Account Executive , move into operations, underwriting, capital markets, or...  ...Experience in real estate, lending, mortgage, or financial services Familiarity with Salesforce or other CRM platforms Recent... 
    Full time
    Work at office
    Monday to Friday

    Ternus Lending, LLC

    Charlotte, NC
    4 days ago
  •  ...Enterprise Account Executive Charlotte, NC DebtBook is the financial platform powering treasury and capital markets across the public sector. State and local governments, public universities, health systems, and the bankers and advisors who serve them run trillions... 
    Contract work
    Work at office
    Local area
    Flexible hours

    DebtBook

    Charlotte, NC
    3 days ago
  • $100k - $130k

     ...customized, data-driven insurance management services across Corporate Risk and Broking (CRB...  ...of this highly specialized group, the Account Executive is responsible for managing a...  ...providing strategic, operational, and financial oversight tailored to each client’s unique... 
    Temporary work
    Work at office
    Local area
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    Willis Towers Watson

    Charlotte, NC
    4 days ago
  • $37.5k

    Ternus, Inc in Charlotte, North Carolina is seeking a motivated Junior Account Executive to manage borrower communication and support sales activities. In this in-office role, you will handle high volumes of calls and assist with loan applications, while being trained for... 
    Work at office

    Ternus, Inc

    Charlotte, NC
    3 days ago
  • $37.5k

     ...join the ranks. The Opportunity Ready to launch your career in sales, finance, or real estate? Ternus is looking for a Junior Account Executive to join our high-energy, high-impact sales team at our headquarters in Charlotte . You’ll be the first voice our borrowers... 
    Full time
    Work at office
    Monday to Friday

    Ternus Lending, LLC

    Charlotte, NC
    4 days ago
  • $45k - $65k

    Personal Lines Account Manager Department: Insurance & Financial Services Employment Type: Full Time Location: North Carolina Compensation: $45,000 - $65,000 / year Description About Us: We are an independent insurance agency specializing in a broad range of insurance... 
    Full time
    Work at office

    The Misch Group

    Charlotte, NC
    18 days ago
  • A real estate lending company in Charlotte is seeking a Business Development Representative to manage the sales cycle for various loan products. Responsibilities include prospecting for business, preparing loan proposals, tracking sales metrics, and maintaining client relationships...

    Archwest Capital

    Charlotte, NC
    4 days ago
  • Company Mission Our mission is to give the world access to the best products by empowering great businesses to reach their growth potential. About Wayflyer Today's SMBs need a capital provider that keeps pace with their growth ambitions. Traditional financing options are...
    Work at office
    Remote work
    Worldwide
    Flexible hours
    3 days per week

    Wayflyer

    Charlotte, NC
    4 days ago
  •  ...Account Executive - Treasury Charlotte, NC DebtBook is the financial platform powering treasury and capital markets across the public sector. State and local governments, public universities, health systems, and the bankers and advisors who serve them run trillions... 
    Contract work
    Work at office
    Local area
    Flexible hours

    DebtBook

    Charlotte, NC
    4 days ago
  • $60k - $65k

    Account Manager (Sports Sponsorships) (Financial Services) Client Services - Responsible for leading Octagon's client business and day-to-day management of client programs. Travel & Location Our headquarters are in Stamford, CT, but we welcome candidates interested in... 
    Work at office
    Remote work
    Weekend work
    3 days per week

    Octagon

    Charlotte, NC
    1 day ago
  • A leading growth finance provider in Charlotte seeks a sales professional focused on eCommerce businesses. The role demands full sales cycle experience, excellent lead sourcing, and collaboration with multiple teams. Ideal candidates will demonstrate a passion for supporting...
    Remote job

    Wayflyer

    Charlotte, NC
    4 days ago
  • $95k

    Mee Derby & Company is searching for a driven Account Executive in Charlotte, NC, to join their growing sales team. This role requires 4+ years of B2B sales or recruiting experience and a hunter mentality. The ideal candidate will excel in building client relationships... 

    Mee Derby & Company

    Charlotte, NC
    5 days ago
  • $250k

    Join a Company Making Waves: Senior Account Executive (BPL) at Ternus Lending, LLC Ternus Lending isn’t just another lender—we’re rapidly emerging as a force in the investment property lending space. Built by experienced real estate investors, we’re redefining financing... 
    Immediate start
    Remote work

    Ternus Lending, LLC

    Charlotte, NC
    4 days ago
  • $93k - $189k

     ...Bancshares, Inc. in Charlotte, North Carolina seeks a Corporate Accounting Policy expert to oversee technical accounting matters and...  ...standards. Candidates should have 7+ years in banking or financial services, specializing in complex accounting and M&A valuation. A Bachelor... 

    Huntington Bancshares, Inc.

    Charlotte, NC
    4 days ago
  •  ...processes. Combining technical innovation and financial strength, we help speed cumbersome...  ...streamlines medical, financial, and professional services for personal injury cases. Our mission...  ...to service our customers. The Account Manager is responsible for developing... 
    Full time
    Immediate start

    Libra Solutions

    Charlotte, NC
    3 hours ago
  • A leading financial services company in Charlotte, North Carolina is seeking a Senior Category Manager to manage demand and supply activities across various categories. The successful candidate will focus on supplier risk management while ensuring timely deliverables and... 

    Truist

    Charlotte, NC
    2 days ago
  • A leading financial services company in Charlotte seeks a Client Relationship Manager to oversee client support and service delivery. Responsibilities include managing client relationships, ensuring invoicing accuracy, and developing strategies to enhance service quality... 

    Global Payments Inc.

    Charlotte, NC
    4 days ago
  • $172.5k - $233.5k

    This person will be responsible for a remote team of Mid-Market Account Executive Managers focused on growing and defending this critical...  ...generation Develop winning strategies to drive Intuit technology, service offerings, commercial packaging, and platform strategies to... 
    Work experience placement
    Remote work

    Intuit Inc.

    Charlotte, NC
    4 days ago
  • A leading staffing agency in Charlotte, NC, is seeking an Account Executive to develop new client relationships through various outreach strategies. This role demands excellent communication skills and the ability to engage with diverse talent professionals. Candidates... 

    Mondo

    Charlotte, NC
    4 days ago
  • A financial services institution is seeking a National Account Manager to manage specialized lease relationships from its Charlotte or Bloomfield Hills offices. The ideal candidate will have over 5 years of experience in the leasing industry and a bachelor's degree. Responsibilities... 
    Work at office
    Remote work
    Flexible hours

    Huntington Bank

    Charlotte, NC
    4 days ago
  • A leading technology services firm located in Charlotte, NC is seeking a dynamic Account Manager to build strong client relationships and drive business growth. In this role, you will negotiate competitive rates, conduct client meetings, and ensure operational excellence... 

    Apex Systems

    Charlotte, NC
    4 days ago
  •  ...competitive and highly regulated market. Our Account Managers serve as trusted advisors who...  ...will engage directly with banking and financial services customers , helping them navigate...  ...priorities, and success criteria. Develop and execute strategic account and growth plans to... 
    Work at office

    Iron Bow Technologies

    Charlotte, NC
    4 days ago
  • $124.83k - $152.57k

    A financial services company in Charlotte, NC, is seeking an experienced Accounting Manager to lead the bank reconciliation team. You will be responsible for overseeing reconciliation processes, ensuring accuracy and compliance while driving continuous improvements. Candidates... 
    Bank staff

    Pacific Asset Management, LLC

    Charlotte, NC
    4 days ago
  • $95k

    ACCOUNT EXECUTIVE - F&A STAFFING - CHARLOTTE, NC Our client is a privately held multi-vertical professional consulting and talent solutions...  ...areas. Build and manage a pipeline of opportunities across all service lines and recruiting verticals. Negotiate terms, pricing, and... 

    MeeDerby

    Charlotte, NC
    1 day ago
  • A leading global financial services firm is seeking a Director, Global Category Manager in Charlotte, NC. This role involves overseeing all aspects of sourcing and cost optimization projects. Candidates should have 10+ years of relevant experience with procurement and... 

    Barings LLC

    Charlotte, NC
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Account Executive - Financial Services. Be the first to apply!