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

Account Executive (Financial Services)

OpsGuru

Account Executive, Financial Services

OpsGuru is an AWS Premier Tier Services Partner dedicated to helping organizations harness the full power of the cloud to drive meaningful business transformation. We work alongside enterprises and high-growth companies to modernize their infrastructure, accelerate innovation, and unlock new operational efficiencies through tailored AWS business solutions. From cloud strategy and migration to managed services and cutting-edge data & AI workloads, our team of certified experts delivers end-to-end guidance that turns cloud innovation into a competitive advantage.

This is a quota-carrying Account Executive role focused on growing our Financial Services business across the Northeast US. You'll own the full sales cycle, from prospecting and pipeline creation through negotiation and close.

You'll work directly with OpsGuru's leadership, solution architects, and AWS experts to help financial institutions modernize their technology environments, adopt AI, and solve complex cloud challenges. Success in this role comes from building trusted relationships, understanding customer priorities, and leading consultative sales conversations that connect business outcomes to technical solutions.

Financial Services is a strategic growth market for OpsGuru. We understand the challenges facing financial institutions, from regulatory requirements and legacy modernization, to the growing demand for AI and cloud adoption. We're investing in this market because we see a significant opportunity to help customers solve these challenges, and we're looking for someone who wants to play a leading role in building our presence in the industry.

What You'll Do

  • Build and manage a pipeline of opportunities across banks, credit unions, insurance providers, asset managers, fintechs, and payments companies.
  • Develop and execute a territory plan for the Financial Services market in New York and the broader Northeast region.
  • Own complex sales cycles from initial outreach and discovery through proposal, negotiation, and close.
  • Work with customers to identify opportunities related to cloud modernization, data platforms, AI adoption, security, and managed services.
  • Build relationships with technology and business leaders, including CIOs, CTOs, CISOs, and other senior stakeholders.
  • Partner closely with AWS account teams, partners, and the broader AWS ecosystem to identify opportunities and win business.
  • Maintain an accurate forecast and healthy pipeline while consistently delivering against revenue goals.
  • Lead the development of proposals, RFP responses, business cases, and executive presentations.
  • Bring customer insights, market trends, and competitive feedback back to the organization to help shape our Financial Services strategy and offerings.

What You Bring

  • A minimum of 5-7+ years of experience selling enterprise technology, cloud, managed services, or consulting solutions, with a history of closing complex six- and seven-figure deals.
  • Experience selling into Financial Services organizations, including banks, insurance providers, capital markets firms, wealth management companies, or fintechs.
  • Strong understanding of the regulatory, security, and compliance requirements that influence technology decisions in Financial Services.
  • Working knowledge of AWS and cloud technologies, including infrastructure, data and analytics, security, and AI-related services.
  • Experience selling professional services, managed services, or cloud transformation engagements involving multiple stakeholders and technical decision-makers.
  • Existing relationships within the Financial Services community and the ability to build credibility quickly with senior technology and business leaders.
  • A proven ability to manage long, complex sales cycles that involve executive sponsors, procurement, legal, security, and compliance teams.
  • Strong written, verbal, and presentation skills, with the ability to communicate effectively with both technical and executive audiences.
  • A self-starter who is comfortable operating independently, creating opportunities, and driving deals forward.

What's In It for You

  • A pivotal role in building and growing OpsGuru's US team, with the support of an established AWS Premier Partner behind you.
  • The opportunity to work alongside experienced cloud architects, consultants, and AWS specialists who are invested in helping customers succeed.
  • Competitive compensation, including a strong base salary and uncapped commission plan with accelerators.
  • Comprehensive benefits, including medical insurance and 401k with company matching as EOR
  • Flexibility: OpsGuru believes that sustainable high performance requires balance. We offer flexible working arrangements and a culture built on trust.

At OpsGuru, a Carbon60 Company, we encourage employees to bring their whole, authentic selves to work. By sharing and embracing unique backgrounds, experiences, and perspectives, we learn from each other, innovate, and create a dynamic environment where we can be and achieve our best.

We're dedicated to ensuring each member feels a sense of belonging, safety, and respect. At OpsGuru, your unique voice is heard and embraced, and you meaningfully contribute to decision-making and the organization's growth.

OpsGuru is committed to an equitable employee experience, opportunity, and support.

If you require accommodations or support during the recruitment process, please email us at View email address on click.appcast.io.

We thank all applicants for their interest in this exciting opportunity. Only candidates that meet the qualifications will be contacted for an interview.

OpsGuru
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Account Executive (Financial Services) in New York, NY vacancy
  •  ...Insurance Associates (“World”) is a unique financial services organization with a global network of...  ...and fidelity bonding, employee and executive benefits, investment advisory and...  ..., as applicable Setup and maintain account details, contacts, and policy information... 
    Suggested
    Work experience placement

    World Insurance Associates LLC

    New York, NY
    3 days ago
  •  ...data privacy, and third-party risk meet AI deployment, and is already working with major financial services and cybersecurity buyers. We are hiring an Enterprise Account Executive to own complex, multi-stakeholder deals across BFSI. This is a senior, full-cycle role,... 
    Suggested
    Full time
    Visa sponsorship
    2 days per week
    1 day per week

    PulseRise Technologies LTD

    New York, NY
    5 days ago
  • $96.8k - $145.2k

     ...businesses—and how our products and services can help them overcome...  ...As a key contributor to our Financial Services segment, you will play...  ...with clarity and accuracy, executing a consistent cadence of discovery...  ...streams within the customer account and surface new opportunities... 
    Suggested
    Permanent employment
    Full time
    Temporary work
    Local area
    Flexible hours

    Getty Images

    New York, NY
    23 days ago
  •  ...of experience as a leading big data analytics provider for financial services, we empower our clients—including some of the world's most...  ...AI agents. About the Role We’re seeking a Senior Account Executive to join our dynamic New York team and lead strategic sales... 
    Suggested
    Contract work
    Flexible hours

    RavenPack

    New York, NY
    17 days ago
  •  ...Overview R\\West is seeking an ambitious and detail-oriented Public Relations Account Executive (AE) to join its growing PR team, working across men’s and women’s fashion, accessories, financial services, and lifestyle. The ideal candidate has 2-3 years of agency experience,... 
    Suggested
    Work at office
    2 days per week
    3 days per week

    R/West

    New York, NY
    3 days ago
  • $300k - $340k

     ...production‑grade AI at scale. We are seeking a Senior Enterprise Account Executive to join our growing global sales organization. This role is...  ..., credible enterprise executive network of the top ten financial institutions. Proven ability to design, navigate, and close... 
    Remote work
    Flexible hours

    H2O.ai

    New York, NY
    4 days ago
  •  ...— combining data, agentic automation, collaboration, and financial services to turn receivables into a predictable and scalable engine...  ...exploding space, you have come to the right place! As an Account Executive at Upflow, you will develop key sales knowledge through mentorship... 
    Work at office
    Flexible hours

    Upflow

    New York, NY
    2 days ago
  •  ...and entertainment, foodservice, education, healthcare and financial services. FreedomPay’s technology has been purposely built to deliver...  ...with a business casual atmosphere. The Strategic Account Executive, Retail is a relationship‑driven, consultative role responsible... 
    Full time
    Casual work
    Flexible hours

    FreedomPay

    Brooklyn, NY
    3 days ago
  •  ...incumbents with expensive, manual, and slow services. Investment and corporate strategy teams...  ...firms. We’re growing fast, and need account executives to help scale our GTM organization. The Role You’ll own Qualitate's financial services and fintech vertical. You’ll sell... 
    Contract work
    Work at office
    Remote work
    Flexible hours

    Qualitate

    New York, NY
    3 days ago
  •  ...largest, most strategic enterprise customers across the global financial services and insurance sectors, this role is responsible for the...  ...reports as required. Acquires and manages new and existing accounts in the commercial Fortune 500 space. Achieves and exceeds all... 
    Work experience placement
    Work at office
    Local area
    Night shift
    Weekend work

    Blueface

    New York, NY
    4 days ago
  • $122.4k - $216.5k

     ...Strategic Account Executive - Financial Services / Insurance Join to apply for the Strategic Account Executive - Financial Services / Insurance role at Microsoft Strategic Account Executive - Financial Services / Insurance 1 day ago Be among the first 25 applicants Join... 
    Full time
    Local area

    Microsoft Corporation

    New York, NY
    3 days ago
  • $125k - $225k

     ...Account Executive – Commercial / Financial Services Sales 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... 
    Work experience placement
    Local area
    Flexible hours

    Appian

    New York, NY
    2 days ago
  • $260k - $300k

     ...in industries ranging from life sciences and healthcare to financial services, autonomous cars, Government, academia, research and...  ...Description We are seeking a high-energy, results-driven Account Executive with a passion for AI to join our rapidly growing sales team... 
    Local area
    Remote work

    NextBigWhat

    New York, NY
    3 days ago
  • $320k - $390k

     ...Strategic Account Executive, Financial Services Join to apply for the Strategic Account Executive, Financial Services role at SentiLink . SentiLink provides innovative identity and risk solutions, empowering institutions and individuals to transact with confidence. We’... 
    Full time
    Live in
    Work at office
    Remote work
    Home office
    Flexible hours

    SentiLink

    New York, NY
    4 days ago
  •  ...Development Manager Compensation plus OTE Sokin’s London Account Executive team is growing, and we’re looking for an exceptional Business...  ...environment. About Us Sokin is a next-generation B2B financial services provider, enabling businesses to make and receive global payments... 
    Worldwide
    Flexible hours

    Sokin

    New York, NY
    3 days ago
  •  ...Job Title Account Executive Salary Not Disclosed Company Description Profitable fintech infrastructure startup Job Description As the...  ...motion for an AI-native operating system transforming the financial services industry. You will manage the full sales cycle for large-scale... 

    Jack & Jill

    New York, NY
    1 day ago
  •  ...A leading financial services provider in New York is seeking a Senior Account Executive to manage the sales process for small business financial solutions. You will engage with clients and lenders, ensuring a smooth path to funding. The role offers competitive hourly pay... 
    Hourly pay
    Remote work

    NerdWallet

    New York, NY
    3 days ago
  •  ...Account Executive – Insurance Location: Midwest Remote (These location preferred: Columbus, OH;...  ...NayaOne accelerates innovation for leading financial institutions and enterprises in the US,...  ...digital sandbox. Our Sandbox-as-a-Service platform enables enterprises to explore... 
    Remote work
    Flexible hours

    Blueprint

    New York, NY
    2 days ago
  • $80k - $100k

     ...guides on colleges, graduate schools, hospitals, diets, cars, financial services and more. These guides provide an easy-to-digest list for...  ...the Future Join a new Strategic Partnerships team as an Account Executive and play a pivotal role in driving revenue growth across... 
    Work at office

    US News

    New York, NY
    4 days ago
  • $21 - $30.28 per hour

     ...this time. About the role The Lending Account Executive's role is to support applicants who are...  ...the SMB’s business goals, needs, and financial profile. Deliver a transparent, consultative...  ...that provides online financial services through our AI and machine learning‑powered... 
    Hourly pay
    Full time
    Summer work
    Work at office
    Local area
    Remote work
    Monday to Friday

    OnDeck

    New York, NY
    3 days ago
  •  ...recruitment agency that connects businesses with top talent in financial services, fintech, and digital sectors. We specialize in providing a...  ...and manage a pipeline across mid‑market and enterprise accounts Conduct discovery, demonstrations, commercial negotiations,... 

    Northreach

    New York, NY
    3 days ago
  • $140k - $180k

     ...and expand our partnerships within the Financial Services sector. In this role, you’ll be a key...  ...Own sales targets for new and assigned accounts, focusing on expanding the depth of...  ...services clients, before and after the deal execution, ensuring clarity on how our solutions... 
    Local area
    Flexible hours

    Delos™

    New York, NY
    2 days ago
  • $200k - $350k

     ...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... 
    Remote work
    Flexible hours

    Record Point

    New York, NY
    4 days ago
  • $150k - $170k

     ...DataDirect Networks, Inc. seeks a high-performing Account Executive to manage Financial Services Industry accounts in New York. This critical hunter role requires deep industry relationships and expertise in closing complex, high-value infrastructure deals. The ideal... 
    Remote work

    DataDirect Networks Inc

    New York, NY
    5 days ago
  •  ...SLSQ227R584 As an Enterprise Account Executive at Databricks, you are a strategic sales professional experienced in selling into Financial Services accounts. You know how to sell innovation and change through customer vision expansion and can guide deals forward to compress... 
    Worldwide

    WinsAbove

    New York, NY
    5 days ago
  • $150k - $175k

     ...Enterprise Account Executive, Crypto Native Our Account Executives are expert storytellers and problem-solvers - we help crypto native (exchanges, Web3, DeFi), financial services, and enterprise companies confidently and securely adopt blockchain technologies as a part... 

    Chainalysis Inc.

    New York, NY
    3 days ago
  •  ...A leading software solutions provider is seeking a Strategic Account Manager in New York to drive revenue growth in the Financial Services sector. The ideal candidate will have over 8 years of experience in solution sales, a track record of success with Fortune 100 clients... 

    Hirebridge

    New York, NY
    1 day ago
  • $300k - $350k

     ...Strategic Account Executive - Financial Services New York, NY About ClickHouse Recognized on the 2025 Forbes Cloud 100 list, ClickHouse is one of the most innovative and fast‑growing private cloud companies. With more than 3,000 customers and ARR that has grown over 2... 
    Local area
    Remote work
    Home office
    Flexible hours

    ClickHouse

    New York, NY
    4 days ago
  • $140k - $150k

     ...Enterprise Account Executive Title of Role: Enterprise Account Executive Location: New York, onsite Company Stage of Funding: Venture Round Fintech, Financial Services, Software Development, Enterprise, B2B, Finance Office Type: Onsite Salary: $140K$150K Company Description... 
    Work at office

    Recruiting from Scratch

    New York, NY
    16 hours ago
  • $200k - $230k

     ...The Enterprise Account Executive (Financial Services) will report to the Director of Enterprise GTM and own revenue growth across a portfolio of Scale AI's most strategic financial services customers and prospects. This role is focused on selling complex, agentic AI solutions... 
    Full time

    Scale AI

    New York, NY
    3 days ago

Do you want to receive more vacancies?

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