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Strategic Account Executive - New Logo Acquisition (Financial Services)

AI Squared
New York, NY Full Time
POSTED ON 2/28/2025
AVAILABLE BEFORE 4/24/2025

Strategic Account Executive – New Logo Acquisition : Financial Services

Position Overview

We are seeking a dynamic and results-driven Strategic Account Executive to focus on acquiring new customers and expanding our market presence in one of our key verticals,Financial Services. In this role, you will focus on helping enterprise organizations adopt and leverage our cutting-edge data, AI, and analytics platform to transform their business. You will own the entire sales cycle, from prospecting to closing, and work closely with technical and business stakeholders to deliver innovative, high-value solutions. This role is pivotal in driving revenue growth by identifying, targeting, and closing new business opportunities. The ideal candidate thrives on building relationships, navigating complex sales cycles, and delivering tailored solutions that address prospective clients' needs.

Key Responsibilities

  • New Business Development: Proactively identify and pursue prospects and new business opportunities to secure new logos, expanding the company's customer base.
  • Solution Selling: Use a consultative approach to understand prospective clients' business challenges and articulate the value of our platform in solving their data and AI needs.
  • Executive Engagement: Build relationships with senior decision-makers, including CIOs, CTOs, and data science leaders, to establish trust and influence decision-making.
  • Pipeline Management: Build and manage a robust sales pipeline, ensuring consistent achievement of sales targets and KPIs.
  • Prospecting & Outreach: Utilize various tools and strategies (e.g., cold outreach, networking, events) to engage potential customers and qualify leads.
  • Consultative Selling: Understand prospective clients' unique challenges and objectives, delivering tailored solutions that demonstrate clear value and ROI.
  • Sales Cycle Management: Manage the entire sales process, including prospecting, discovery, solution presentation, negotiation, and contract closing.
  • Market Intelligence: Stay informed about industry trends, competitors, and market conditions to identify opportunities and position the company's offerings effectively.
  • Collaboration: Partner with marketing, product, and other internal teams to create compelling go-to-market strategies and ensure smooth onboarding for new clients.
  • CRM Mastery: Maintain accurate records of prospect interactions, sales activities, and progress in CRM systems (e.g., Salesforce, HubSpot).
  • Metrics & Reporting: Consistently achieve or exceed sales quotas and report on progress, pipeline, and forecast accuracy.

Qualifications

Location: The successful candidate must be located within the NYC metro area.

  • Experience: 10 years in sales or business development, with a proven track record of acquiring new clients, in Financial Services.
  • Education: Bachelor's degree in business, marketing, or a related field; MBA is a plus.

Skills:

  • Strong prospecting and lead generation skills, including cold calling, networking, and social selling.
  • Demonstrated ability to manage and close complex sales cycles.
  • Exceptional communication, presentation, and negotiation skills.
  • Familiarity with CRM tools and sales enablement platforms.
  • Analytical mindset with the ability to assess client needs and present value-driven solutions.

Attributes:

  • Competitive and driven with a passion for winning new business.
  • Highly organized, self-motivated, and goal oriented.
  • Ability to thrive in a fast-paced, dynamic environment.
  • Team player with excellent interpersonal skills and a collaborative mindset.

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