Avantos.ai

Account Executive

• Own the technical and solutions narrative for a defined portfolio of enterprise financial-institution accounts from first call to close
• Serve as the single technical point of contact for every account in the portfolio
• Engage in discovery and qualification conversations early, working directly with the Head of GTM
• Scope and run product demos and proofs of concept tailored to each prospect's onboarding and servicing workflows
• Partner with solutions, support, and engineering to clear blockers and turn prospect feedback into product decisions
• Build the demo/POC process into a repeatable playbook
• Navigate multi-stakeholder, compliance-heavy buying processes for banks, RIAs, and other regulated financial institutions
• Keep pipeline and forecast data current in real time
• Partner with the partnerships team to advance channel-sourced opportunities

Account Director, Wealth