Account Executive, Financial Institutions

Chicago, IL - USA

Monthly Salary: $ 115000 - 135000

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

How Youll Make an Impact:
As an Account Executive you will be part of a team which is responsible for managing the sales process of Stratas leading cloud-based SaaS financial planning analytics and performance platform. While in some ways this is a traditional technology sales role we are not looking for a traditional sales professional.

This account executive will serve as an evangelist not only for Strata but for effective financial and operational management. The successful candidate will approach their work with a CEO mentality and will own the business activities and relationships in their assigned region or book of business. To thrive in this role you must bring competitive energy a client-focused mindset and the ability to strategically position our softwares value for long-term partnerships.

Your proven track record in prospecting along with previous experience in financial institutions will be instrumental in connecting with clients and showcasing the value of our solutions.

Responsibilities of the Role:

Revenue Accountability: Achieve annual and quarterly revenue goals as assigned.
Annual Territory Planning: Develop and execute an annual territory plan for assigned region.
Pipeline Development: Create a comprehensive prospecting strategy consistently contributing to annual sales growth targets. Work closely with Account Development Representative to build and maintain a robust sales pipeline.
Deal Management: Manage complex deal cycles from prospecting through close including discovery calls demonstrations tailored to client needs due diligence review pricing strategy and contract negotiation.
Cross-functional Collaboration: Work closely with Marketing Professional Services Product Manager Solution Engineers and Vertical Industry Leaders to deliver compelling product demonstrations and presentations.
Reporting & Data Management: Maintain accurate pipeline and forecast data in Salesforce (SFDC) and provide regular updates to Senior Leadership.

A Day in the Life:
Youll spend your day connecting with key decision-makers assessing their strategic goals and demonstrating how our software can address challenges and optimize operations. Youll collaborate with cross-functional teams to refine proposals analyze pipeline data and contribute to high-stakes sales discussions. Occasional travel to client sites will enable you to foster deeper client relationships and deliver impactful presentations.

What Were Looking For:

Experience: Proven track record in financial software sales managing large enterprise deals ideally with VP-level or higher contacts.
Sales Expertise: Expertise in maintaining and growing a dynamic sales pipeline with accurate forecasting.
Interpersonal Skills: Strong relationship-building and presentation skills with the ability to engage effectively with diverse stakeholders.
Strategic Mindset: Ability to develop pricing strategies understand client business models and provide valuable insights to sales leadership.
Problem-solving: Skilled at identifying client needs troubleshooting issues and developing innovative solutions.
Collaboration: Able to work well both independently and in a team maintaining professionalism integrity and ethics.
Ability to travel: up to 50% travel required for this role.

Estimated Salary Range:$115000 - $135000. This role is eligible for commission with an estimated pay mix of 40/60.

Actual base salary will be determined based on factors including but not limited to skill set and level of experience. This salary range is a good faith estimate of base pay. Strata also provides discretionary variable pay programs based on addition Strata provides a comprehensive benefits package including retirement benefits health and welfare benefits paid time off parental leave life and accident insurance and other voluntary and well-being benefits.

Find out more about Strata benefitshere.

How we work:
The preferred location for this role is in Chicago IL or St. Louis MO. We value our people spending time together and have campuses hosting in-person events located in both are truly a hybrid environment with all team members experiencing the flexibility to work from home.

Thinking about applying
Research shows that women and underrepresented groups tend to apply to jobs only when they check every box on a job posting. If youre currently reading this and hesitating to click Apply for that reason we encourage you to go for it! A true passion and excitement for making an impact is just as important as work experience.

Should you require a reasonable accommodation in completing this application interviewing completing any pre-employment testing or otherwise participating in the employee selection process please reach out to

Here @ Strata
Our culture is driven by our people solving problems together. We embrace learning collaboration and continuous career growth. Together we lift our customers our products our company and our community.

We believe that each of our team members unique perspectives and experiences is what drives innovation and positive change. Our individual differences are what make us a more forward-thinking organization. We foster a culture of inclusion equity and belonging regardless of race religion disability sex sexual orientation gender identity or national origin.

Our Core Values:
While we celebrate what makes each member of our team unique our core values are what connect us. They set clear expectations for how we approach our work and how each of us can positively influence the experience of our team and our customers.

We connect with positive intent.
We are helpful.
We own it.
We get better every day.
We are humble.

Required Experience:

How Youll Make an Impact:As an Account Executive you will be part of a team which is responsible for managing the sales process of Stratas leading cloud-based SaaS financial planning analytics and performance platform. While in some ways this is a traditional technology sales role we are not looking...

Your proven track record in prospecting along with previous experience in financial institutions will be instrumental in connecting with clients and showcasing the value of our solutions.

Responsibilities of the Role:

Revenue Accountability: Achieve annual and quarterly revenue goals as assigned.
Annual Territory Planning: Develop and execute an annual territory plan for assigned region.
Pipeline Development: Create a comprehensive prospecting strategy consistently contributing to annual sales growth targets. Work closely with Account Development Representative to build and maintain a robust sales pipeline.
Deal Management: Manage complex deal cycles from prospecting through close including discovery calls demonstrations tailored to client needs due diligence review pricing strategy and contract negotiation.
Cross-functional Collaboration: Work closely with Marketing Professional Services Product Manager Solution Engineers and Vertical Industry Leaders to deliver compelling product demonstrations and presentations.
Reporting & Data Management: Maintain accurate pipeline and forecast data in Salesforce (SFDC) and provide regular updates to Senior Leadership.

What Were Looking For:

Experience: Proven track record in financial software sales managing large enterprise deals ideally with VP-level or higher contacts.
Sales Expertise: Expertise in maintaining and growing a dynamic sales pipeline with accurate forecasting.
Interpersonal Skills: Strong relationship-building and presentation skills with the ability to engage effectively with diverse stakeholders.
Strategic Mindset: Ability to develop pricing strategies understand client business models and provide valuable insights to sales leadership.
Problem-solving: Skilled at identifying client needs troubleshooting issues and developing innovative solutions.
Collaboration: Able to work well both independently and in a team maintaining professionalism integrity and ethics.
Ability to travel: up to 50% travel required for this role.