Account Executive - Financial Services
TrendAI
TrendAI™, the global AI security leader and enterprise business unit of Trend Micro, empowers organizations with full AI visibility and consolidated security that inspires confidence, drives innovation, and eliminates risk. At TrendAI™, we’re always seeking exceptional talent; people who want to collaborate with the best and push boundaries together. Here, your work goes beyond building a career. You will help protect what matters and play a vital role in shaping a safer, more trustworthy AI-powered future. AI Fearlessly. Role Summary The Verticalized Account Executive drives net new logo acquisition in a specific enterprise vertical and target ICP by identifying opportunities through repeatable signals and playbooks, not volume alone, and by co-selling fluently with alliance, service, and channel partners. This role combines enterprise sales discipline with deep vertical domain expertise: you will build relationships with C-level security, infrastructure, and business stakeholders, navigate complex procurement environments, and qualify pipeline in and out with equal discipline to protect velocity. You will be the primary commercial owner of net new customers in your vertical, operating with AI-native tools as a daily part of how you research, prioritize, and execute. You are not only selling security enhanced by AI, but selling with AI. You will employ MEDDPICC methodology to manage your pipeline, forecasts, and deals. Location: This is a hybrid role based out of our Las Colinas, TX office and requires in-office presence three days a week (Tuesday, Wednesday, Thursday). Key Responsibilities Identify, qualify, and close net new customers within the specified vertical and ICP. Identify opportunities through repeatable signals and playbooks rather than broad-based outbound volume Build and maintain executive relationships with CISOs, security leaders, CTOs, and business decision-makers in Financial Services Co-sell and orchestrate joint account plans across alliance, service, and channel partners simultaneously, providing technical credibility and competitive differentiation Lead discovery calls using MEDDPICC qualification framework (Metrics, Economic Buyer, Decision Criteria, Decision Process, Pain, Identified Need, Champion, Competition) Position TrendAI's business value against vertical- and ICP-specific business, operational, and regulatory challenges Collaborate with a Technical Lead on technical scoping and early-stage demonstrations Manage the full sales cycle from prospecting through close Maintain disciplined sales activity tracking and pipeline management; activity data is monitored and reviewed regularly for coaching Qualify out poor-fit opportunities early and decisively to protect pipeline quality and capacity for winnable deals Document expansion roadmaps and economic buyer maps before deal close Achieve quarterly and annual new customer targets while maintaining deal quality standards Leverage AI-native tools daily for account research, personalization, meeting preparation, forecasting, and follow-up to increase sales velocity and outcomes, not only prospecting efficiency Provide market, competitive, and signal intelligence to inform vertical playbooks and strategy Required Qualifications 3+ years of enterprise cybersecurity or infrastructure software sales experience Demonstrated domain expertise in Financial Services (its business, operational, and regulatory dynamics) with established relationships Proven fluency co-selling across alliance, service, and channel partners, including navigating multi-partner dynamics on the same deal Track record closing enterprise deals via partners and with complex procurement Experience identifying opportunities through buying signals and repeatable playbooks, not volume-based prospecting alone Proficiency with MEDDPICC sales methodology and the discipline to qualify out low-probability opportunities, not only qualify in Strong knowledge of Financial Services-specific security landscape and regulatory requirements Comfortable with CRM discipline, pipeline management, and forecast accuracy Demonstrated use of AI tools in day-to-day selling activity such as research, prospecting, forecasting, follow-up to increase velocity and outcomes, and willingness to commit to activity monitoring and coaching Willingness to travel 30-40% Preferred Qualifications Experience selling AI security, cloud security, or infrastructure security solutions Experience selling through established partner channels in cybersecurity Understanding of land-and-expand SaaS business models Familiarity with signal-or intent-based prospecting platforms (account intelligence, trigger-event monitoring) to support playbook-driven pipeline generation What We Offer You You're important to us. What matters to you, matters to us too. TrendAI provides benefit options for you and your family. Life insurance Short & Long Term Disability Pre-partum, maternity, parental and medical leave Mental Health Wellness Program Adoption Assistance Wellness Incentive #J-18808-Ljbffr
- ...Job Description Job Description Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading... ...Operations, Compliance, Risk Management, Legal, Procurement, Accounting, and vendor partners to drive operational excellence, mitigate...SuggestedContract workWork at officeVisa sponsorshipWork visaMonday to FridayShift workWeekend work
$123.2k - $247.8k
...Enterprise Account Executive Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition... ...deliver the full power of Salesforce. This role sells into Financial Services accounts, including Banking, Insurance, and Wealth & Asset...SuggestedWork at officeRemote workFlexible hours$123.2k - $247.8k
...employees — to deliver the full power of Salesforce. This role sells into Financial Services accounts, including Banking, Insurance, and Wealth & Asset Management. As an Enterprise Account Executive, you won't just sell AI agents — you'll work alongside them to...SuggestedFull timeWork at officeRemote workFlexible hours$125k - $225k
...ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian,... ...together. About the Role We are seeking an Account Executive to lead Commercial / Financial Services Sales across the United States. This role is...SuggestedWork experience placementLocal areaFlexible hours$123.2k - $247.8k
...employees - to deliver the full power of Salesforce. This role sells into Financial Services accounts, including Banking, Insurance, and Wealth & Asset Management. As an Enterprise Account Executive, you won't just sell AI agents - you'll work alongside them to...SuggestedWork at officeRemote workFlexible hours- ...VP, Account ExecutiveHobbs Madison is a leading consulting firm dedicated... ...strategy and technology execution. We combine deep technical... ...technology, operations, and services. The ideal candidate will have... ...executives and senior stakeholders in financial institutions, including both...Full timeContract workTemporary workRemote work
- SHI International is seeking a Global Sales Senior Account Executive for Financial Services to drive revenue and strategic growth. You will manage high-level client relationships, understand IT priorities, and negotiate complex contracts while coordinating with pre- and...
$116k - $130k
...Description Vericast is the financial institution (FI) performance... ...integrated solution set enable better execution with agility, precision and... ...our 150 years of financial services expertise to help them... ...Financial Institutions? As an Account Executive IV , you will play...Flexible hours- Appian is seeking an Account Executive to lead Commercial / Financial Services sales across the United States. You will manage the full sales cycle, from identifying prospects to securing a close, while coordinating with customer success and partners to drive growth. Demonstrated...
- CVS Health is seeking an Account Executive to manage a portfolio of mid-market and coalition PBM clients, owning renewals, financial performance, and service delivery. You will operate with executive-level judgment and collaborate with a Managing Director on strategy and...Remote job
$103.86k
...buyers, and hire and pay staff. Across it all, we've embedded financial services tools at the point of sale, so merchants can access a... ...how small and midsize businesses grow. As an Inside Sales Account Executive, you'll convert high-quality inbound leads into long-term...Local areaRemote workWorldwideFlexible hours- ...thinkers, seasoned mortgage professionals, and financial experts. Build your career at Planet—... ...Professional. Job Summary! The Senior Accounting Manager will support the expanding... ...required Mortgage Industry or Financial Services experience a plus Public accounting experience...Temporary workWork at office
$40k - $60k
...Responsive RecruiterAs Account Manager - State Farm Agent Team Member for Adrian Howard... ...proactively marketing relevant products and services. Grow your career as you better your... ...help customers with their insurance and financial services needs, including auto insurance...Flexible hours$65k - $90k
...Mortgage Account Executive At Guidance Residential, we help families achieve homeownership while staying true to their values. As the most... ...to join our field sales team providing front-line customer service helping families navigate the home financing process. Your...Local areaImmediate startWorldwideRelocation- ...Major Account Executive - Dallas / Fort Worth, Texas Join Novatech as a Major Account Executive Build strategic relationships. Win... ...accountable Highly Preferred Experience Managed Print Services Office technology Information Technology solutions sales...Work at office
- ...Account Executive Evolution Mechanical (Modigent- DFW) Competitive base salary, lucrative uncapped incentive program, generous car allowance... ..., leading sales efforts, and securing new projects and service contracts within our extensive range of current and future offerings...Contract workWork at officeLocal areaNight shift
- ...Remote Healthcare Talent Connector / Account ExecutiveEmbark on a rewarding journey as a healthcare talent connector — making meaningful... ...:This is a commission-based opportunity with no limits on your financial success — your income potential lies entirely in your hands....Local areaRemote workFlexible hours
- ...Account Executive IGet To Know Us!WebTPA, a GuideWell Company, is a healthcare third-party administrator with over 30+ years of experience... ...plan, recommending strategies and solutions, ensuring superior service levels and plan effectiveness, overall retention of the business...Work experience placement
$175k - $200k
...with self-sourcing leads & closing for other individualsTeam Management; experience managing SDRs, Business Developers, and Account Executives pipelinesExperience training; supplement lead & call audits to maximize their teams efficiency to hit the revenue goalExperience...Work at officeShift work$77.43k
...Account Executive, New Business At Kyocera Document Solutions Southwest, LLC, we're guided by a simple philosophy: "Do what is right as... ...We're passionate about delivering best-in-class customer service through accountability, efficiency, innovation, and a healthy...Full timeContract workFor contractorsLocal areaFlexible hours$20.5 - $24 per hour
...Role : Account Manager II Location: Dallas, TX Work Schedule: Monday-Friday, 8:00 AM-5:00 PM; one Saturday... ...plus commission eligibility after 90 days Industry: Financial Services / Consumer Lending Benefits: Dental, Vision, and...Permanent employmentContract workLocal areaMonday to Friday$115k - $140k
...healthcare and other large enterprises. Zayo is seeking an Account Director to support accounts in need of and in support of a... ...spectrum of communications infrastructure and sell into the financial services and large banking enterprise vertical. The Account Director...Work experience placementLocal areaRemote work$175k - $200k
...self-sourcing leads & closing for other individuals Team Management; experience managing SDRs, Business Developers, and Account Executives pipelines Experience training; supplement lead & call audits to maximize their teams efficiency to hit the revenue goal...Work at officeShift work$90k - $140k
...collaborative and competitive environment. Qualifications: Proven success selling SaaS, technology, consulting, or related services within the tech ecosystem Demonstrated ability to manage long, complex mid-market or enterprise sales cycles Consistent track...Contract workRemote work- ...converting leads into customers. An understanding to interpret financial documents and the ability to demonstrate business acumen... ...Duties: Create a sales strategy for your territory / industry / accounts consisting of upselling to existing customers as well as...Worldwide
- ...enthusiastic, results driven and forward-thinking Account Executive to join our amazing culture. In this... ...a passion for providing world-class service to customers, colleagues, and... ...Markets include global accounts, utilities, financial/banking, healthcare, data centers, federal...Full timeWork at officeLocal areaWork from home
$64k - $70k
...Senior Account Executive WHO WE ARE: We are RAPP – world leaders in activating growth with precision and empathy at scale. As a global, next-generation precision marketing agency we leverage data, creativity, technology, and empathy to foster client growth. We champion...Work from home2 days per week- ...market leader by delivering innovative financial and technology solutions to help our Customers... ...to provide products and Customer service unparalleled in our industry.... ...of business. Within this portfolio the Account Executive, in conjunction with the Branch Manager...Temporary workWork at officeLocal area
$21.5 - $25 per hour
...Role: Account Manager III Location: Dallas, TX Work Schedule: Monday-Friday, 8:00 AM-5:00 PM; one Saturday... ...plus commission eligibility after 90 days Industry: Financial Services / Consumer Lending Benefits: This position is...Permanent employmentContract workLocal areaMonday to Friday$102k - $147k
...priorities and build the successful organizations of tomorrow. Account Executives are solution-oriented individuals who help clients with... ...contract expansion and the introduction of new products and services. The territory for this role includes specific major client...Contract workRemote workWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Account Executive - Financial Services. Be the first to apply!


