Account Executive, AI Financial Services

🕒 April 6

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The Stemmler Group, LLC

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2011

🤝 B2B

🏢 Enterprise

B2B • Consulting • Enterprise

The Stemmler Group, LLC is a management consulting firm focused on delivering measurable outcomes and transformational strategies for clients. They partner with renowned brands to execute intricate programs that enhance business performance. With a strong emphasis on program management, AI technology, and digital transformation, they provide comprehensive services such as strategic planning, process optimization, and delivery of quantifiable results through OKR-based management. The Stemmler Group prides itself on fostering long-term relationships built on trust and delivering actionable business insights as they guide organizations through complex changes.

📋 Description

• Proactively reach out to existing and lapsed account relationships to generate sales activity and rekindle engagement. • Leverage the company’s CRM platform (Zoho) daily to manage outreach cadence, track account activity, log interactions, and maintain an accurate and current pipeline. • Identify opportunities within existing accounts to expand the company’s footprint, including cross-selling and introducing the company’s AI-based platform. • Meet and exceed individual revenue targets by converting outreach into qualified meetings, proposals, and closed deals. • Prepare and deliver compelling presentations tailored to C-level and senior executive audiences at banks, insurance companies, and payments firms. • Build and maintain strong, trusted relationships with key stakeholders across target accounts, demonstrating a proactive and consultative approach. • Participate in regular sales meetings; provide accurate pipeline forecasts and activity updates to leadership. • Champion the company’s AI-based platform offerings, staying current on product developments and effectively communicating value to prospects and clients. • Collaborate with leadership to share market feedback, refine messaging, and contribute to overall sales strategy. • Maintain disciplined use of Zoho CRM to log all outreach, track deal stages, and ensure account data is accurate and up to date. • Use CRM insights to prioritize outreach and identify the highest-potential opportunities for re-engagement.

🎯 Requirements

• 5–7 years of sales or account development experience, preferably within technology and/or financial services. • Proven track record of generating revenue through relationship-based selling, ideally with banks, insurance companies, or payments firms. • Strong interpersonal and relationship development skills; comfortable engaging and presenting to C-suite and senior executives.