Enterprise Account Executive – Financial Services, SaaS, Managed Services

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Linedata

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1998

💳 Fintech

☁️ SaaS

🤝 B2B

💰 $10M Private Equity Round - CapitalStream on 2002-10

Fintech • SaaS • B2B

Linedata is a global provider of software, services and value‑added data dedicated to the financial sector. For more than 25 years it has delivered cloud‑ready, end-to-end platforms and managed services for asset managers, fund administrators, institutional and alternative managers, and lending & leasing businesses. Its offerings include portfolio and order management, fund accounting, transfer agency, compliance, risk, data management and AI/ML analytics, plus outsourced middle- and back‑office services and fleet/loan lifecycle solutions. The company operates across ~20 offices with about 1,350 employees, serving roughly 700 clients and 63,000 financial users worldwide.

📋 Description

• Tailored Solution Selling: Expertly pivot between selling high-velocity SaaS platforms and high-touch, long-term Managed Services agreements, depending on the client’s operational maturity. • Banking Domain Mastery: Navigate the complex hierarchies of Tier-1 and Tier-2 financial institutions, building relationships with C-Suite executives (CIO, CTO, CRO) and key procurement stakeholders. • AI Transformation: Act as a thought leader by positioning AI Software Services as a critical lever for operational efficiency, risk mitigation, and personalized banking. • Strategic Account Planning: Develop and execute 12–24 month account strategies that account for the rigid regulatory and compliance requirements of the finance industry. • Deal Orchestration: Lead the charge on complex RFP/RFI responses, coordinating with legal, security, and technical teams to ensure "bank-grade" solution delivery.

🎯 Requirements

• 8-10 Years of Experience: Proven track record in high-ticket B2B technology sales, with at least 7 years dedicated to the Financial Services vertical. • The "Dual-Track" Skillset: Demonstrated success in selling both recurring software licenses (SaaS) and complex service-led engagements (Managed Services/Consulting). • Closing Power: Evidence of consistently hitting or exceeding multi-million dollar annual quotas and closing deal sizes ranging from $500k to $5M+. • AI Expertise: Prior experience selling AI/ML services, automated underwriting, or algorithmic fraud detection software. • Cloud Knowledge: Familiarity with hybrid-cloud environments and data residency issues specific to global banking. • Active Network: A strong existing network of contacts within major banking enterprises. • Excellent Communication: Ability to translate complex AI and cloud concepts into tangible business outcomes for non-technical executive stakeholders.

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Wellness programs