Account Executive - Financial Services

San Francisco · Remotefull timeRemote

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mid

$200k–$300k

H1B: no

Outset Account Executive - Financial Services at Outset responsible for leading growth with banks, insurers, wealth and asset managers, payments companies, and fintechs. Own the full sales cycle from prospecting to closing and expanding accounts within Financial Services organizations.

Responsibilities

Own the full sales cycle for a named set of Financial Services accounts, from prospecting to close.
Land new logos and grow existing customers across lines of business—retail banking, cards, lending, wealth, insurance, and payments.
Build trusted relationships with Market Research and Customer Insights leaders as your primary buyers, and expand into UX Research, Product, and CX teams within each account.
Lead discovery and demos that connect Outset to financial services research workflows: brand and messaging, concept and product testing, customer segmentation, acquisition and attrition, and—for UX, Product, and CX teams—digital experience and journey research.
Build account plans that map lines of business, buying centers, research budgets, and whitespace across each account.
Navigate complex enterprise sales processes, including third-party risk management, information security, data privacy, and compliance reviews, in partnership with our Security and Legal teams.
Maintain accurate forecasting and pipeline visibility in Salesforce.
Partner with Marketing and outbound teams to build targeted Financial Services plays—events, content, and references that resonate with the vertical.
Collaborate with Customer Success and Research teams to drive adoption and identify expansion opportunities post-sale.
Bring Financial Services market feedback back to Product and GTM, and become Outset’s go-to expert on the vertical.

Qualification

Exceptional communicationBonus

Required

5+ years of quota-carrying B2B SaaS sales experience, with a strong track record of exceeding quota.
Demonstrated experience and expertise selling into and growing Financial Services accounts—you’ve owned commercial relationships with banks, insurers, asset managers, or payments companies and know how they buy. This includes selling full service research and analysis deliverables.
An established network across Market Research and Customer Insights leadership in financial services; relationships with UX Research, Product, or CX leaders are a plus.
Proven ability to run full-cycle enterprise sales, including prospecting, managing complex multi-stakeholder deals, and closing new business.
A track record of growing existing accounts through expansion and cross-sell across lines of business.
Experience guiding deals through vendor risk, security, and compliance reviews at regulated institutions.
Exceptional communication, executive presence, and relationship-building skills.
Ability to operate independently in a fast-paced startup environment.
Willingness to travel up to 40% for customer meetings and industry events.
Bonus: experience selling research, CX, analytics, or AI solutions.