Demo

Financial Services Account Manager

Wokelo AI
Seattle, WA Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 5/19/2025
Job Description

About Wokelo:

Wokelo is a Gen-AI powered investment research platform automating complex research and analysis tasks traditionally performed by humans. Our platform is trusted by leading Private Equity firms, Investment Banks, Corporate Strategy teams, Venture Capitalists, and Fortune 500 companies.

We are reimagining the future of work by unlocking on-demand human-like intelligence at scale. Our proprietary technology leverages state-of-the-art LLM models to deliver high-fidelity analysis in minutes. Backed by renowned venture funds and AI pioneers, we are a Seattle-based startup looking to scale our business operations.

Are you a seasoned sales professional with a passion for driving enterprise growth? We're looking for a Financial Services Account Manager to join our team and lead high-value deals with top-tier clients.

What are we looking for ?

  • 2 years of experience as an Account executive.
  • Proven ability to own and exceed $1M in quota.
  • Experience in B2B SaaS sales, managing the entire sales cycle from prospecting to closing.
  • Expertise in selling to Private Equity, Investment Banks, Hedge Funds, and Fortune 500 companies.
  • Strong consultative selling skills, relationship-building, and ability to engage with senior leadership.
  • Excellent written and verbal communication skills, with a keen eye for detail.
  • Ability to manage CRM tools, track KPIs, and provide actionable insights.

Key Responsibilities:

  • Serve as a product expert and trusted advisor to potential clients.
  • Build and maintain strong relationships with key stakeholders and champions.
  • Conduct product demonstrations and manage technical trials.
  • Develop and execute strategic account plans to drive revenue growth.
  • Collaborate with internal teams to align product development with customer needs.

Why Join Us?

  • Be a key player in a high-growth Gen-AI startup with strong market traction.
  • Competitive compensation, performance-based bonuses, and equity options.
  • Comprehensive health, dental, and vision insurance.
  • Flexible vacation policy and work schedules.
  • Internet and phone reimbursement.
  • 401(K) retirement plan and additional financial benefits.
  • Opportunity to work with cutting-edge AI technologies and industry pioneers.

Company Description

Wokelo is a Gen-AI powered investment research platform automating complex research and analysis tasks traditionally performed by humans. Our platform is trusted by leading Private Equity firms, Investment Banks, Corporate Strategy teams, Venture Capitalists, and Fortune 500 companies.

We are reimagining the future of work by unlocking on-demand human-like intelligence at scale. Our proprietary technology leverages state-of-the-art LLM models to deliver high-fidelity analysis in minutes. Backed by renowned venture funds and AI pioneers, we are a Seattle-based startup looking to scale our business operations.

Wokelo is a Gen-AI powered investment research platform automating complex research and analysis tasks traditionally performed by humans. Our platform is trusted by leading Private Equity firms, Investment Banks, Corporate Strategy teams, Venture Capitalists, and Fortune 500 companies. We are reimagining the future of work by unlocking on-demand human-like intelligence at scale. Our proprietary technology leverages state-of-the-art LLM models to deliver high-fidelity analysis in minutes. Backed by renowned venture funds and AI pioneers, we are a Seattle-based startup looking to scale our business operations.

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