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FINNY AIFINNY AI

Senior Account Executive, Enterprise

As a Senior Enterprise Account Executive, you will own the full sales cycle for enterprise accounts, building and managing a pipeline of high-value opportunities. You will lead complex deals, develop account plans, and negotiate contracts with C-suite stakeholders in the wealth management ecosystem.

About the job

What You’ll Do

Enterprise Sales Execution

  • Own the full sales cycle for enterprise accounts—discovery, multi-stakeholder demos, proposals, procurement, and close.
  • Build and manage a pipeline of $500K+ ACV opportunities with firms across the wealth management ecosystem.
  • Lead complex, multi-threaded deals involving C-suite, compliance, operations, and IT stakeholders.
  • Develop and execute account plans that align FINNY’s value proposition to each firm’s strategic priorities.
  • Negotiate enterprise contracts, MSAs, and security reviews from initial conversation to launch.

Strategic Partnership

  • Partner with BDRs and marketing to identify, prioritize, and convert high-value enterprise targets.
  • Collaborate with Customer Success on smooth handoffs and expansion opportunities within existing enterprise accounts.
  • Contribute field insights to inform product roadmap, positioning, and competitive strategy.
  • Represent FINNY at industry events and with key enterprise prospects.

Team Leadership

  • Mentor and coach mid-market and junior AEs on enterprise sales techniques and deal strategy.
  • Contribute to the development of enterprise sales playbooks, demo frameworks, and objection-handling guides.
  • Partner with the VP of Sales to set quarterly enterprise targets and forecasting

What We’re Looking For

  • 7+ years of full-cycle B2B SaaS or fintech sales experience, with at least 3 years focused on enterprise accounts ($100K+ ACV).
  • Demonstrated track record of consistently exceeding quota in complex, multi-stakeholder sales cycles (6–12+ months).
  • Experience selling to financial services firms—RIAs, broker-dealers, wirehouses, or wealth management platforms.
  • Exceptional executive presence and ability to command rooms with C-suite and senior decision-makers.
  • Deep command of enterprise sales methodology (MEDDIC, Challenger, or equivalent).
  • Strong pipeline management, forecasting discipline, and CRM hygiene (Attio, Salesforce, or equivalent).
  • Experience selling lead-generation, marketing automation, or AI-powered products to financial advisors.
  • Familiarity with compliance and procurement processes in regulated financial services environments.
  • Prior experience at an early-stage or Series A/B startup scaling enterprise sales motion.

Compensation & Benefits

FINNY offers a competitive compensation package including:

  • Competitive salary, comission and equity
  • Medical, dental, and vision insurance
  • Flexible paid time off
  • 401(k)
  • Food and meals provided in our NYC office
  • Team offsites and events

Skills

CRM, Salesforce, MEDDIC, Challenger, Lead Generation, Marketing Automation, AI, Financial Services, SaaS

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