# Enterprise Account Executive (Financial Services)

**Company:** [Scale AI](https://hotfix.jobs/companies/scale-ai)
**Location:** New York, NY, San Francisco, CA
**Role:** Account Executive
**Salary:** $200K-$230K
**Experience:** 8+ years
**Skills:** Salesforce, Clari, AI/ML, LLMs, Roi Modeling, Kyc/Aml, Sales Methodology, Account Planning, Multi-Threading
**Posted:** 2026-04-28

> Drives revenue growth by selling complex agentic AI solutions to strategic financial services clients like banks and fintechs. Owns full sales lifecycle, executive relationships, and technical pilots in regulated environments; requires 8-12+ years enterprise sales experience focused on financial services.

## Job Description

## 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

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