Account Executive, Financial Services

Code Metal

. Own the full sales cycle from first conversation through signature, proof of value, paid integration, and production .

Posted 9/28/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing the full sales cycle within major U.S. banks, focusing on building trusted relationships and navigating complex organizational dynamics. Proficient in aligning cross-functional teams to drive business outcomes and maintain accurate pipeline forecasts.

Highest-signal resume keywords

Sales Cycle ManagementRelationship BuildingFinancial Institution ExpertiseCRM DisciplineRegulatory Compliance

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales StrategyAccount ExpansionPipeline ForecastingFunding Path StructuringRisk ManagementCompliance KnowledgeCore Banking Systems FamiliarityLegacy System ModernizationDeveloper ToolingMarket Research

Soft Skills

Interpersonal CommunicationNegotiationCollaborationProblem SolvingAdaptability

Tools & Technologies

CRM ToolsRisk PlatformsCompliance PlatformsDigital Transformation SolutionsEngagement Management Tools

Industry Keywords

Financial ServicesU.S. BanksBusiness DevelopmentDigital TransformationInnovation Lab

About the role

Key responsibilities & impact

Own the full sales cycle from first conversation through signature, proof of value, paid integration, and production
Drive new business, revenue, and account expansion
Navigate business lines, divisions, budgets, priorities, and initiatives within major financial-institution accounts
Build relationships that expand initial engagements into lasting account presence
Sell to customer outcomes including speed to market, cost, performance, and risk
Align engineers, business leadership, risk, security, compliance gatekeepers, and budget owners
Structure funding paths from innovation-lab or digital-transformation proofs of value to production contracts
Partner with Solutions, Product, Engineering, solutions engineering, delivery, and capture teams
Maintain a disciplined, accurate long-lead pipeline forecast against goals
Work with the Engagement Manager, Solutions Architects, Solutions Engineers, Forward Deployed Engineers, and Technical Program Manager

Requirements

What you’ll need

5+ years selling into, or capturing business within, major U.S. banks or financial institutions
Trusted, enduring relationships within major U.S. banks or financial institutions
Fluency in complex organizational dynamics and structures
Ability to clear standard financial-services background and regulatory screening
Ability to work on site when a deal requires it
Active relationships inside one or more major U.S. banks or financial institutions (nice to have)
Familiarity with core banking systems, risk and compliance platforms, legacy system modernization, or developer tooling (nice to have)
CRM discipline and experience using tools for conducting market and account research (nice to have)
U.S. citizenship may be required for certain project assignments involving security clearance
U.S. work authorization and security-clearance eligibility may be required for certain assignments

Benefits

Comp & perks

Health care plan with 100% premium coverage, including medical, dental, and vision
401k with 5% matching
Paid Time Off (uncapped vacation, plus sick and public holidays)
Flexible hybrid or remote work arrangement
Relocation assistance for qualifying employees
Pay strives to be at the upper end of the salary range