Own and expand relationships with the largest financial services institutions (banks, insurers, capital markets, fintech), focusing on high-impact, multi-year AI transformations

Sell agentic AI solutions by mapping Scale’s capabilities to mission-critical workflows (e.g., underwriting, fraud, compliance, customer ops, investment research)

Build trusted relationships with executive stakeholders (CIO, CTO, Chief Data/AI Officer, Heads of Risk/Operations/Lines of Business) and guide enterprise AI strategy

Develop and execute multi-threaded account plans that drive net-new revenue, expansion, and long-term platform adoption

Lead complex deal cycles, including business case development, ROI modeling, and mutual close plans across new business, renewals, and expansions

Partner deeply with Solutions Engineering to shape and land technically credible pilots, POVs, and production deployments

Navigate regulatory, security, and procurement processes unique to financial services environments

Act as the voice of the customer internally—informing product roadmap, agent design, and vertical-specific solutions

Maintain a strong command of pipeline, forecasting, and deal hygiene using Salesforce, Clari, and related tools

Operate with urgency and precision in a fast-paced, highly cross-functional environment

Ideally, You Will Have:

8–12+ years of enterprise sales experience, with significant focus on financial services (banking, insurance, capital markets, or fintech)

Enterprise Account Executive (Financial Services)

Responsibilities

Qualification

Preferred

Benefits

Company

Scaleai

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