Account Executive – Financial Services| Remote

About the Role

We are looking for a strong Account Executive – Financial Services to join our growing sales team and work directly with US-based clients and senior executives.

This is a consultative B2B sales role where you will regularly interact with US-based decision-makers, understand their business challenges, conduct discovery conversations, and present complex financial, technology and compliance solutions.

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This is a US-client-facing role

You will be speaking with US clients and senior executives on a regular basis. Therefore, excellent spoken English, clear communication, and a neutral, professional English accent are essential for this role.

The ability to communicate confidently and naturally with US executives is a must-have, not simply a preferred qualification.

Sales ability comes first. Financial-services experience is strongly preferred.

What You'll Do

• Engage directly with US-based clients, prospects and senior decision-makers.
• Conduct structured discovery calls with US executives and understand their business challenges.
• Own the sales process from initial engagement through opportunity development and close.
• Engage with decision-makers including founders, CFOs, COOs and other senior stakeholders.
• Qualify opportunities and identify business problems, priorities and buying requirements.
• Present complex products and solutions in a simple, compelling and business-focused manner.
• Manage multi-stakeholder sales opportunities and build strong client relationships.
• Conduct prospect and account research before client conversations.
• Prepare proposals, follow-ups and account plans that move opportunities forward.
• Maintain accurate CRM records, pipeline stages and sales activity.
• Work closely with product, operations and leadership teams to progress qualified opportunities.
• Consistently work toward revenue, pipeline and conversion targets.
• What We're Looking For

Must Have

• 3+ years of experience in consultative B2B sales, SaaS sales or account management.
• Proven experience communicating with US-based clients or international customers.
• Excellent spoken English with a clear, neutral and professional accent.
• Ability to communicate naturally and confidently with US executives and senior decision-makers.
• Strong discovery, qualification and relationship-building skills.
• Experience managing a structured sales process.
• Experience handling multiple stakeholders within a sales opportunity.
• Strong CRM discipline and follow-up skills.
• Ability to understand and explain complex products and concepts.
• Comfortable discussing sales performance, including quota, conversion rates, deal size and revenue achieved.

Preferred

• Experience in one or more of the following:

1. Financial services
2. Fintech
3. SaaS
4. Banking
5. Insurance
6. Accounting technology
7. RegTech / Compliance technology
8. Enterprise technology

• Experience selling to CFOs, finance teams, regulated businesses or US-based financial-services firms is a strong advantage.
• Direct US wealth-management experience is a plus, but not mandatory for offshore candidates.

What Will Make You Successful

• You are a seller first, not just an appointment setter.
• You can lead a conversation rather than rely on a script.
• You communicate clearly and confidently with US executives.
• You ask strong questions and genuinely understand customer problems.
• You can navigate complex, multi-stakeholder sales.
• You learn technical and financial concepts quickly.
• You can explain complex subjects in a simple and compelling way.
• You are disciplined about CRM, pipeline management and follow-up.
• You are comfortable speaking with senior decision-makers.

Who This Role May Not Be For

• This role may not be suitable if your experience is primarily:
• High-volume transactional sales
• Script-based telesales
• Pure lead generation without ownership of opportunities
• Single-stakeholder selling
• Sales roles without direct client interaction
• Roles where you have limited experience communicating with international or US customers