Account Executive, Financial Services

🕒 June 16

🗽 New York – Remote

🗽 New York – Remote

💵 $200k - $350k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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RecordPoint

WebsiteLinkedInAll Job Openings

51 - 200 employees

📋 Compliance

🔒 Cybersecurity

💰 Series B on 2017-01

Compliance • Cybersecurity

RecordPoint is the Data Trust Platform, designed to assist highly-regulated organizations in managing their data securely and efficiently. The company specializes in records management and controlled document management, ensuring compliance with global standards such as ISO 15489. RecordPoint enables businesses to govern their data effectively, balancing operational efficiency with data privacy and security. Their customizable platform provides tools for data inventory, data minimization, and compliance management, helping organizations turn data chaos into trust and make informed decisions. With a focus on Microsoft applications and extensive industry expertise, RecordPoint supports organizations in navigating the complexities of data management.

📋 Description

• Proactively identify, qualify, and close new business opportunities within enterprise and mid-market organizations in the Financial Services sector. • Develop and maintain a healthy pipeline to consistently achieve sales quotas. • Execute a verticalized ABM strategy for accounts within your vertical. • Work closely with the SDR team, providing guidance on outreach strategies, collaborating on prospecting efforts, and sharing market insights to improve overall lead quality. • Partner with Marketing to effectively manage inbound leads and execute targeted outreach campaigns. • Collaborate cross-functionally with Customer Success to ensure smooth customer onboarding and long-term satisfaction. • Provide insightful input to refine messaging, positioning, and GTM strategies for enterprise and mid-market clients. • Use our state of the art Sales and Marketing technology stack to move prospects efficiently through the funnel. • Deploy MEDDPICC to map out sales qualification stages and increase deal velocity.

🎯 Requirements

• Proven background in solution selling and strong ability to position and articulate value-based solutions tailored to customer challenges. • 5-10 years of SaaS sales experience, ideally selling to enterprise and mid-market clients within the FSI sector. • Proven ability to manage complex sales cycles with multiple stakeholders. • Exceptional communication and presentation skills, with an ability to articulate technical concepts clearly. • Familiarity with modern sales tools, especially Gong, LinkedIn Sales Navigator, and Salesforce. • Experience with AI-driven sales enablement or intent data tools is highly desirable. • Proven expertise in MEDDPICC qualification and buyer-centric sales processes. • Demonstrated ability in multithreading sales cycles, building compelling business cases, and coaching internal champions. • Experience conducting impactful online product demonstrations incorporating storytelling and customer value/impact. • Strong negotiation skills, demonstrated success in closing complex enterprise software deals and a historical record of quota attainment. • Entrepreneurial, proactive mindset with excellent organizational and time management skills. • Natural curiosity and active listening capabilities to thoroughly understand and address customer needs.

🏖️ Benefits

• Health, dental, and vision insurance • Competitive 401K matching programs • 20 days Personal Paid Time Off in addition to recognized public holidays • Highly generous parental leave program