Sales Executive – Financial Services

🕒 May 7

🏢🏡 New York City – Hybrid

💵 $120k - $150k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Toppan Merrill

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

📋 Compliance

☁️ SaaS

Finance • Compliance • SaaS

Toppan Merrill is a leading provider of financial services solutions focusing on regulatory compliance, content management, and communication services for capital markets, corporate compliance, and health plans. The company offers advanced technology platforms such as Bridge for EDGAR and iXBRL filing, SEC Connect for managing a variety of form types, and SOX Automation for comprehensive SOX compliance management. With over 50 years of experience, Toppan Merrill helps clients streamline financial reporting, create compliant disclosures, and manage investor, shareholder, and member communications efficiently. Their solutions enable businesses to navigate the complexities of IPOs, mergers, acquisitions, and SPAC transactions while remaining compliant with SEC regulations. The company caters to industries affected by SEC regulatory changes, offering tools for both regulatory disclosure and marketing communications.

📋 Description

• Develop and execute territory and account strategies focused on landing and expanding enterprise clients • Originate, structure, and close multi-year, multi-solution agreements across the regulatory content lifecycle • Build and manage a qualified pipeline aligned to long-term revenue targets • Lead complex deal cycles, including commercial structuring, negotiation, and executive alignment • Diagnose client challenges across: Content creation and data management, Regulatory filing (including ICC requirements), Composition and document automation, Omnichannel delivery (eDelivery, print, mail), Reporting, analytics, and compliance oversight • Position integrated solutions that connect upstream systems (content, data, conversion), midstream processes (composition, compliance, governance), downstream delivery & insights • Articulate a clear business case and ROI, including cost savings, risk mitigation, and scalability • Build trusted relationships with C-level and senior stakeholders • Facilitate executive workshops and discovery sessions to uncover transformation opportunities • Align internal and client-side stakeholders around shared outcomes and success metrics • Partner with Solution Consulting, Product, Delivery, and Marketing to design and deliver compelling solutions • Lead internal deal teams to ensure alignment, differentiation, and competitive positioning • Provide voice-of-customer feedback to influence product roadmap and go-to-market strategy • Maintain deep understanding of regulatory environments in financial services and industry trends in content management, automation, and digital communications • Represent Toppan Merrill in industry events, client forums, and thought leadership engagements

🎯 Requirements

• 8+ years of experience in enterprise sales, preferably in SaaS, RegTech, FinTech, or document/content solutions. • Proven track record of closing large, complex, multi-year deals • Selling into financial services organizations • Experience engaging with Legal, Compliance, Operations, Technology, and Marketing stakeholders • Demonstrated success in consultative / value-based selling methodologies • Bachelor’s degree preferred

🏖️ Benefits

• Enhanced Medical, Dental, Vision and Life insurance for employees and dependents