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Enterprise Account Executive in Financial Services

Coconut Software
Full Timejunior
CAPosted April 21, 2026

Job Description

Become a key driver of success as an Enterprise Account Executive focused on Financial Services. Manage the full sales cycle, from prospecting new clients to executing strategic solutions.

As a vital team member, you will leverage your extensive knowledge in the Financial Services industry and apply a customer-first approach to meet unique business needs. With a proven history of exceeding sales targets and acquiring enterprise accounts, your role will be crucial for both your success and the company's growth trajectory.

Key Responsibilities:

  • Acquire new enterprise clients in fintech
  • Drive execution of account plans for priority clients
  • Manage complex sales processes and RFPs
  • Lead impactful discovery sessions and presentations
  • Work closely with sales and marketing for success

Requirements

  • 10 years sales experience, including Enterprise SaaS
  • Minimum 3 years in Financial Institutions
  • Proven history of significant revenue generation
  • Strong verbal and written communication
  • Able to travel as required

Drive revenue growth in a supportive environment while fulfilling customer needs with innovative solutions.

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