Account Executive - Financial Services & Fintech
qualitate
About Qualitate
Qualitate is building the AI-native primary intelligence platform for enterprises, investment firms, and asset managers. We automate the entire primary research workflow, from study design and expert recruitment through AI-moderated interviews and insight synthesis – replacing weeks of manual research with hours of high-signal output.
Expert research is a broken industry dominated by legacy incumbents with expensive, manual, and slow services. Investment and corporate strategy teams spend hundreds of hours coordinating intermediaries, scheduling expert calls, and synthesizing insights across fragmented providers. The process takes weeks to produce short-lived intelligence.
Qualitate transforms this workflow by autonomously conducting expert discussions at scale using AI. Qualitate’s AI Moderator interviews thousands of experts simultaneously each month, capturing forward-looking purchasing plans, competitive displacement, and real-time ROI signals. The platform turns these interviews into quantified, time-series outputs tracking over 10,000 public and private companies – queryable instantly in natural language.
Our customers include some of the world’s largest enterprises, hedge funds, PE firms, credit investors, and venture capital firms. We’re growing fast, and need account executives to help scale our GTM organization.
The Role
You'll help drive Qualitate's expansion into the financial services and fintech vertical. You'll sell into banks, payments companies, lending platforms, insurance carriers, and fintech infrastructure businesses. Think Stripe, Block, Adyen, JPMorgan, Goldman Sachs, Visa, and Mastercard.
Enterprise buyers use Qualitate for competitive intelligence, market landscaping, M&A diligence, product strategy research, and customer insights. The sales cycles are multi-threaded, the stakeholder maps are wide, and the deals are large. The right person for this role is comfortable running complex enterprise sales processes while still moving with the urgency of an early-stage company.
What the day-to-day looks like:
Prospect into and close financial services corporations and fintech companies. You own the full cycle from first outreach to signed contract.
Build pipeline through outbound prospecting, your professional network, modern AI tooling, industry events, and partnerships. You’ll focus on strategy, corporate development, product, and competitive intelligence teams within target accounts.
Run demos and workshops tailored to enterprise use cases: competitive landscape analysis, market entry research, M&A target screening, voice-of-customer programs, and regulatory landscape mapping.
Navigate complex enterprise buying processes with multiple stakeholders — VPs of strategy, heads of corporate development, product leaders, procurement, legal, and information security.
Manage pilots and enterprise evaluations through to conversion, driving adoption and purchasing across multiple teams within target accounts.
Develop account plans for strategic accounts with potential for six-figure+ annual contracts and multi-team expansion.
Feed product insights back to engineering. Your market signal directly shapes our enterprise roadmap.
Help build the sales playbook. As part of our founding go-to-market team, you’ll define the enterprise sales process, pricing and packaging approach, security review workflow, and competitive positioning for this segment.
Who This Role Is For
2–8 years of quota-carrying closing experience selling software, data, or market research products into financial services enterprises and/or fintech companies. You’ve sold into both established institutions and high-growth technology companies.
You know how to run multi-stakeholder enterprise deals. You can map an org chart, build champions, manage procurement processes, and navigate security reviews without losing momentum.
You understand what corporate strategy, product, and corp dev teams actually need. You can translate Qualitate’s platform into outcomes that matter to enterprise buyers — faster competitive intelligence, better M&A diligence, deeper market understanding, reduced reliance on expensive consulting engagements.
You’ve sold into financial services specifically. You understand regulatory environment, the compliance requirements, the security review processes, and the buying culture at banks, payments companies, and fintech platforms.
You’re comfortable with longer sales cycles measured in months, while still operating with the speed and scrappiness of an early-stage company.
You’ve built. Experience in environments where the enterprise sales motion was being created, not inherited. You’ve shaped pricing, packaging, or go-to-market strategy, not just executed someone else’s.
What Sets You Apart
Direct experience selling research, intelligence, or data products to corporate strategy or competitive intelligence teams.
Track record of landing and expanding within large financial institutions — moving from a single team to enterprise-wide adoption.
You’ve been part of an early sales team where you helped build the GTM function.
Existing relationships with strategy, product, or corp dev leaders at target accounts.
Prior experience in management consulting, corporate strategy, investment banking, or fintech operations before moving into sales.
Compensation & Benefits
OTE: Competitive base + uncapped commissions with accelerators above quota. Early-stage equity stake.
Benefits: Health coverage, flexible PTO, paid holidays.
Location: NYC hybrid (3 days in-office, 2 days remote).
$139k - $188k
...Enterprise Account Executive - Financial Services At Anaplan, we are a team of innovators focused on optimizing business decision-making through... ...Financial Services prospects and accounts or selling a FinTech Solution. Extensive experience selling complex SaaS...FinancialImmediate start$207.2k - $259k
...Enterprise Account Executive (Financial Services) The Enterprise Account Executive (Financial Services) will report to the Director of Enterprise... ...systems - into large banks, insurers, asset managers, and fintechs. You will operate as a strategic partner to senior...FinancialFull time$96k - $139k
...digital future. As a Senior Commercial Account Executive, you will own a focused territory of... ...also requires experience selling to financial-services organizations headquartered in or... ...markets firms, insurers, asset managers, fintech companies, or other financial...FinancialImmediate startRemote work$70k - $83k
...Edelman Smithfield is a global financial communications firm with the power... ...and deeply knowledgeable Senior Account Executive with experience in financial services communications to join our team.... ...and commercial banks, fintech companies, real estate investors...FinancialWork experience placementLocal area- ...across critical business workflows. The Enterprise Account Executive, AI Security: Financial Services is responsible for winning new logo and expansion business... ...banking, insurance, payments, capital markets and fintech. Key responsibilities Own the full sales cycle...FinancialWork at officeLocal area
$63k - $90k
Senior Account Executive, Public Relations (Financial & Professional Services) New York, New York, United States Senior Account Executives at Highwire are strategic communicators, client champions, and team leaders. On our Professional Services team, they work with trusted...FinancialSummer holidayWork at officeLocal areaRemote workFlexible hours3 days per week$65k - $75k
...consultancy focused exclusively on the financial services industry. Founded in 2015 with a... ...advertising campaigns to raising awareness of fintech disruptors bringing finance to more... ...results for our clients. Our Account Executives are responsible for the day-to-day...FinancialLocal areaMonday to FridayFlexible hours- ...Account Executive – WealthTech / FinTech (RIA Focus)A fast-growing financial technology company is looking to add an Account Executive to its sales team. This role will... ...appropriateStay informed on trends within financial services and wealth management xhqgsiq...Financial
- ...Middesk Account Executive OpportunityMiddesk is expanding its presence in the banking, lending, fintech, and payments sectors, and we're looking for an Account Executive to... ...Industry Knowledge: Experience targeting financial services, fintech, or payments clients, with...FinancialWork at office3 days per week
- ...Partners, and was recently named to Forbes Fintech 50 List and cited as an industry... .... About The Role We’re hiring an Account Executive to win new logos and close complex, multi... ...fintech, lending, marketplaces, and financial services—whether in Mid-Market or Enterprise segments...FinancialWork at office3 days per week
$150k
...Account Executive needed for Cannabis FinTech! Base Salary + Uncapped Commission + Quarterly Bonus Accelerator +... ...another payment processor — we’re the financial technology backbone powering the... ...Executive within cannabis or merchant services. Bonus points if you have...Financial$264k - $330k
...investors and was named in Forbes’ Fintech 50 in 2025 and Built In’s... ...a Senior Strategic Account Manager at Nova Credit, you'... ...relationships with our largest Financial Services clients—both banking and non... ...Quarterly Business Reviews (QBRs) / Executive Steering Committees (where...FinancialFull timeWork at officeRelocationRelocation packageFlexible hoursNight shift3 days per week- ...efficiency. We are looking for an Account Executive to drive top-of-funnel sales... ...Payments' products and services. Requirements What We Are Looking... ...ability to interpret business and financial data. Experience selling payment processing, FinTech, SaaS, or related business...FinancialContract workRemote workShift work
- ...outdated, slow, and burdened by high-cost services. That's our opportunity. Outset is... .... We're looking for an Account Executive, Financial Services to lead Outset’s growth with... ...asset managers, payments companies, and fintechs. This is a quota-carrying individual...Financial
- ...What is Spade? Financial institutions process billions of transactions every day... ...Stripe, alongside many other leaders in fintech and financial services, trust Spade’s data to enable... ...Gradient Ventures). We’re a lean and execution-oriented hybrid team, passionate about...FinancialRemote workFlexible hours
$100k
...lending products that help service-based businesses thrive (think... ...team comes from top fintech companies such as Lending Club... ...the average score is 44 for financial services and 36 for SaaS companies... ...Sales team is seeking an Account Executive to prospect, onboard and activate...FinancialTemporary workRemote work- ...provide value-add security services and products to the world’s... ...unique to the cryptocurrency and fintech industries. From breaches... ...Halborn Inc. The Role As an Account Executive at Halborn, you will generate... ..., with a _ focus on large financial institutions and enterprises...FinancialContract workWork visa
$80k - $95k
...customer acquisition across finance, home services, fintech, mobile apps, insurance, and emerging... ...The Opportunity We're hiring an Account Executive to own new-business sales from... ...offerings. Experience working with financial services or other regulated,...FinancialFull timeContract workTemporary workWork at officeRemote workFlexible hours$100k
...commitment to innovation in the fintech space by Inc. , HousingWire , and... ...through contract/agreement execution Track record of meeting or exceeding... ...investment. Through a combination of financial innovation and best-in-class customer service, Hometap enables people to get...FinancialContract workRemote workWork from homeShift work$68k - $95k
...helping borrowers, investors, and financial institutions achieve better... ...of Forbes’ Most Innovative Fintech Startups in 2025 and Fast... ...are searching for a Channel Account Executive to activate key Independent... ...management, sales, and customer service. What You’ll Do ISO/Broker...FinancialWork at officeVisa sponsorshipWork visa3 days per week$55k - $115k
...bringing payroll, HR, benefits, and advisory services together into a single connected HCM... ...retirement plan and flexible spending account products and services of Paychex to final... ...current referral sources, specifically the financial advisor channel and registered...FinancialBase plus commissionLocal areaFlexible hours$70k - $90k
...the fastest-moving corners of fintech, and NMI is right in the... ...of it. We're hiring a Sales Account Executive to grow NMI's partner network... ...NMI products, software and services Maintain accurate and timely... ...satisfactory background and financial checks. Attention job applicants...FinancialTemporary workWork at officeRemote workFlexible hours$70k - $90k
...provide an ecosystem of fintech and software solutions... ...of Square and Xendit, executives from Intuit, former... ...for: We are seeking an Account Executive located in either... ...our products/services. Attending conferences... ...Retirement Benefits – Your financial stability matters to...FinancialFull timeWork at office$120k - $140k
...provide an ecosystem of fintech and software... ..., and hold ourselves accountable to results. At the same... ...result of disciplined execution, relentless focus, and... ...'s business operates financially, and translates that... ...banking or cards, merchant services, expense management,...FinancialFull timeWork at officeWork from home$95k - $130k
...join our fast-growing fintech. This is a senior individual... ...pipelines, leading executive-level conversations,... ...- holding ourselves accountable to our commitments, and... ...% after two months of service Flexible Spending Account... ...background and financial checks. Attention job...FinancialTemporary workRemote workFlexible hours- ...IPC is a global fintech company that puts people at the center... ...global footprint, we empower financial institutions and capital markets... ...Overview: As the Senior Account Executive, you will own and expand IPC... ...Communication products and services into strategic enterprise accounts...FinancialTemporary workLocal area
$65k - $130k
...build innovative software and fintech solutions for the people who... ...cleaning to security services. With over 8,000 customers around... ...is seeking a results‑driven Account Executive to focus on small and growing... ...counseling 24/7/365, plus financial counseling, legal guidance,...FinancialCasual workWork at officeLocal areaRemote workWork from homeWorldwideHome officeFlexible hours$50k - $250k
...Mid-Market Account Executive - Financial Services & HealthcareNew York CityGong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating System unifies data, insights, and workflows into a single, trusted system that observes, guides...FinancialWork at officeRemote workWork from homeFlexible hours$100k - $140k
...High Net Worth Personal Lines Account Executive Department: Insurance & Financial Services Employment Type: Full Time Location: New York Compensation: $100,000 - $140,000 / year Description Location: Long Island, NY Schedule: Full...FinancialFull timeWork at officeMonday to Friday- Vested is a world-leading marketing and communications consultancy focused on financial services. The Account Executives will manage day-to-day execution of integrated programs, collaborating with senior staff to build client relationships and deliver high-quality outputs...FinancialRemote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Account Executive - Financial Services & Fintech. Be the first to apply!
- financial pr New York, NY
- financial sales New York, NY
- financial engineer New York, NY
- citizens financial group New York, NY
- financial educator New York, NY
- financial software developer New York, NY
- financial technician New York, NY
- senior financial analyst fp&a New York, NY
- financial institutions New York, NY
- patient financial advocate New York, NY



