Account Executive

Account Executive – Financial Institutions Location: Dallas area | Hybrid On-Target Earnings: $160,000–$200,000 About the Company Our client provides cash management technology and services to financial institutions and retailers. Its solutions combine enterprise software, intelligent devices such as cash recyclers, and managed services to help organizations automate cash handling, improve security, and gain visibility across locations. About the Role We’re seeking an Account Executive to drive new business with banks, credit unions, and other financial institutions. You’ll own the sales process from prospecting through close, selling a combination of hardware, software, and services that helps customers streamline branch operations, improve cash visibility, and strengthen financial control. Responsibilities Build and manage a pipeline of banks, credit unions, and other target financial institutions. Develop relationships with branch operations, treasury, finance, IT, security, and procurement leaders. Assess customers’ cash handling workflows, including teller transactions, cash counting, balancing, reconciliation, and cash collection. Identify opportunities to reduce manual work, improve cash availability, minimize discrepancies, and increase operational efficiency. Present tailored solutions involving cash management software, cash recyclers, and managed services. Partner with technical teams on demonstrations, site assessments, proposals, and pilots. Develop business cases demonstrating potential cost savings and improvements across branch networks. Navigate purchasing processes, negotiate commercial terms, and manage opportunities through close. Maintain accurate CRM records and forecasts, and coordinate implementation handoffs. Qualifications Demonstrated success in a quota-carrying B2B sales role. Experience selling into banks, credit unions, or other financial institutions. Ability to generate outbound pipeline and manage sales involving multiple stakeholders. Experience selling technology, equipment, or services through a consultative sales process. Ability to understand operational challenges and communicate the financial case for a purchase. Strong discovery, presentation, negotiation, and account planning skills. Disciplined CRM and forecasting habits. Preferred Experience Experience with cash automation, teller cash recyclers, banking technology, branch transformation, ATM solutions, cash management software, or armored cash collection services. Familiarity with financial institution procurement and deployments across multiple branches is a plus. #J-18808-Ljbffr