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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in B2B SaaS sales within Financial Services, with a strong ability to manage the full sales cycle, build strategic relationships, and navigate complex enterprise sales processes. Proven track record of exceeding quotas and driving account growth through effective collaboration and market insights.
Highest-signal resume keywords
B2B SaaS Sales ExperienceFinancial Services Account ManagementFull-Cycle Enterprise SalesRelationship BuildingCompliance Review Navigation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Quota ExceedingProspectingComplex Deal ClosingAccount PlanningSalesforce ProficiencyMarket Research SalesCustomer Insights SalesResearch Deliverables SellingCross-SellingVendor Risk Management
Soft Skills
Exceptional CommunicationExecutive PresenceRelationship-BuildingIndependent OperationAdaptability in Fast-Paced Environments
Industry Keywords
Financial ServicesRetail BankingInsurancePaymentsWealth ManagementCX SolutionsAnalyticsAI SolutionsData PrivacyInformation Security
About the role
Key responsibilities & impact- Own the full sales cycle for named Financial Services accounts, from prospecting to close
- Land new logos and grow existing customers across retail banking, cards, lending, wealth, insurance, and payments
- Build relationships with Market Research and Customer Insights leaders and expand into UX Research, Product, and CX teams
- Lead discovery and demos connected to financial services research workflows
- Build account plans mapping lines of business, buying centers, research budgets, and whitespace
- Navigate enterprise sales processes, including third-party risk management, information security, data privacy, and compliance reviews
- Maintain accurate forecasting and pipeline visibility in Salesforce
- Partner with Marketing and outbound teams on targeted Financial Services plays
- Collaborate with Customer Success and Research teams to drive adoption and identify expansion opportunities
- Bring Financial Services market feedback to Product and GTM and become Outset’s go-to vertical expert
- Report to the VP of Sales
Requirements
What you’ll need- 5+ years of quota-carrying B2B SaaS sales experience
- Strong track record of exceeding quota
- Demonstrated experience selling into and growing Financial Services accounts, including banks, insurers, asset managers, or payments companies
- Experience selling full service research and analysis deliverables
- Established network across Market Research and Customer Insights leadership in financial services
- Experience with full-cycle enterprise sales, prospecting, complex multi-stakeholder deals, and closing new business
- Track record of growing existing accounts through expansion and cross-sell
- Experience guiding deals through vendor risk, security, and compliance reviews at regulated institutions
- Exceptional communication, executive presence, and relationship-building skills
- Ability to operate independently in a fast-paced startup environment
- Willingness to travel up to 40% for customer meetings and industry events
- Are legally authorized to work in the United States
- Bonus: experience selling research, CX, analytics, or AI solutions
Benefits
Comp & perks- Equity
- Commission