Enterprise Account Executive (Financial Services)

You Will

• 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)
• Proven track record of closing and expanding large, complex, multi-million dollar enterprise deals within highly regulated environments
• Experience selling AI/ML, data platforms, or workflow automation technologies, with the ability to position agentic / LLM-driven solutions at a business and technical level
• Deep understanding of financial services workflows (e.g., underwriting, claims, fraud, KYC/AML, research, operations) and how technology transforms them
• Demonstrated success engaging and influencing executive stakeholders, including building and delivering compelling business cases and ROI narratives
• Strong command of enterprise sales methodology, including account planning, multi-threading, and disciplined forecasting
• Ability to navigate ambiguity, long sales cycles, and complex stakeholder landscapes with high ownership and resilience
• Excellent communication and storytelling skills across both technical and non-technical audiences
• High level of business acumen, technical curiosity, and a consultative, customer-first mindset

Nice to Haves

• Experience selling agentic AI, LLM platforms, or automation solutions into financial services
• Background working with or alongside risk, compliance, or data organizations within large enterprises
• Familiarity with regulatory considerations (e.g., model risk management, auditability, data privacy) in AI deployments
• Prior experience in high-growth or emerging technology environments