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Senior Account Executive – Financial Services
Advancing Analytics. Take full commercial and strategic ownership of major global financial services accounts .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing strategic relationships and executing multi-year account plans within the Data and AI services sector, particularly in banking and financial services. Proven ability to build trusted relationships with C-suite executives and lead complex sales cycles across global organizations.
Highest-signal resume keywords
Enterprise Data And AI Services SalesStrategic Relationship ManagementMulti-Year Account PlanningC-Suite Relationship BuildingCommercial Judgement And Negotiation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data And AI ServicesSaaS SalesAccount PlanningSales Cycle ManagementPipeline Management
Soft Skills
Excellent CommunicationStakeholder ManagementCustomer-Focused ApproachMentoring And Guidance
Tools & Technologies
HubSpotMicrosoftDatabricks
Industry Keywords
Banking SectorFinancial ServicesRegulatory PrioritiesGlobal OrganizationsBusiness Outcomes
About the role
Key responsibilities & impact- Take full commercial and strategic ownership of major global financial services accounts
- Develop and execute multi-year account plans, revenue targets and growth strategies
- Expand existing relationships across new business units, functions, regions and executive stakeholders
- Identify, qualify and close complex, high-value Data and AI services opportunities
- Build trusted relationships with C-suite executives and senior business and technology leaders
- Understand customers’ strategic priorities and position Advancing Analytics’ capabilities against their business challenges
- Lead commercial development of multi-tower, multi-year Data and AI programmes
- Build relationships across customers’ global organisations, including stakeholders in the UK, Europe and North America
- Work with Microsoft, Databricks and other strategic partners to create and accelerate joint opportunities
- Coordinate with consulting and delivery teams to ensure customer outcomes and long-term account growth
- Maintain accurate account plans, opportunity information and forecasts in HubSpot
- Mentor and guide the wider account team
- Manage pipeline independently while collaborating with marketing, specialist consulting, sales, consulting and delivery teams
Requirements
What you’ll need- Strong track record in enterprise Data and AI services or software / SaaS sales within banking or financial services
- Experience managing and growing strategic relationships within large, complex and globally distributed organisations
- Strong understanding of the banking sector, including business, regulatory and technology priorities
- Demonstrable experience developing and executing strategic, multi-year account plans
- Ability to identify opportunities and connect customer priorities with consulting, engineering and Data and AI services
- Proven ability to build trusted relationships with C-suite executives and senior stakeholders
- Experience leading complex, high-value sales cycles involving multiple decision-makers, business units and geographies
- Strong commercial judgement and negotiation skills
- Ownership of the end-to-end sales process
- Excellent communication, presentation and stakeholder management skills
- Customer-focused approach and commitment to measurable business outcomes
- Experience working directly with Microsoft and/or Databricks, or within their partner ecosystems
- Ability to work effectively across sales, consulting, delivery, marketing and partner teams
- Willingness and ability to undertake international travel, particularly to North America
Benefits
Comp & perks- Industry matching
- Maternity & Paternity policy
- Private Medical & Dental Care plus Eye care scheme
- Health & Well-being supplement
- 25 Days Annual Leave, Birthday Leave & Charity Leave
- Away days with the team
- Flexible Working Hours
- Electric Car Scheme
- Hands-on access to technology and learning opportunities
- Long-term investment in employee development
- Support for community involvement, personal blogs, and initiatives
- Inclusive and collaborative working environment
- Zero burnout culture