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Qualtrics

Enterprise Account Executive – Financial Services

Qualtrics

. Close strategic enterprise deals with Fortune 500 banks, wealth management firms, insurance carriers, and fintech leaders in the territory .

Posted 10/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $98,500 - $187,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in enterprise SaaS sales within the Banking, Financial Services, and Insurance sectors, with a strong focus on cultivating C-level relationships and navigating complex contract negotiations. Proficient in utilizing Salesforce.com for sales forecasting and developing business cases that drive client retention and digital adoption.

Highest-signal resume keywords
Enterprise SaaS Sales ExperienceMEDDPICC / MEDDIC Sales Process MasterySalesforce.com ProficiencyComplex Contract NegotiationFinancial Services Domain Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Enterprise SaaS SalesSales ForecastingBusiness Case DevelopmentROI ModelingQuota ExceedingDigital Adoption StrategiesRisk MitigationClient Lifetime Value OptimizationComplex Governance RequirementsStrategic Pricing Models
Soft Skills
Relationship CultivationCross-Functional CollaborationNegotiation SkillsCommunication SkillsProblem-Solving
Certifications & Qualifications
Bachelor’s Degree or Higher
Industry Keywords
BankingFinancial ServicesInsuranceFintechConsumer BankingWealth ManagementDigital TransformationCustomer ExperienceOperationsHuman Resources

Tech Stack

Tools & technologies
SFDC

About the role

Key responsibilities & impact
  • Close strategic enterprise deals with Fortune 500 banks, wealth management firms, insurance carriers, and fintech leaders in the territory
  • Consistently hit and exceed quarterly and annual revenue quotas
  • Cultivate C-level and VP-level relationships across Consumer Banking, Wealth & Asset Management, Digital Transformation, Customer Experience, Operations, and Human Resources
  • Develop and maintain deep domain knowledge of Qualtrics’ Experience Management offerings and financial services applications
  • Maintain a real-time understanding of the competitive landscape to build win-based proposals and strategic pricing models
  • Partner cross-functionally with Professional Services, Solutions Engineering, SME Leads, and Customer Success to orchestrate enterprise sales cycles

Requirements

What you’ll need
  • 5–10+ years of direct enterprise SaaS sales experience, preferably targeting Banking, Financial Services, Insurance (BFSI), or Fintech sectors
  • Bachelor’s degree or higher required
  • Demonstrated mastery of the MEDDPICC / MEDDIC sales process
  • Strong proficiency in Salesforce.com and sales forecasting hygiene
  • Experience developing complex business cases and ROI models focused on account retention, digital adoption, risk mitigation, and client lifetime value
  • Proven track record of navigating long, complex contract negotiations with highly regulated financial enterprises
  • Proven track record of consistently exceeding quota and acquiring high-value enterprise financial accounts
  • Ability to sell a multi-solution, enterprise-grade SaaS platform into large, matrixed financial institutions with complex governance and security requirements
  • Ability to travel up to 50% as needed for key client meetings, executive briefings, and industry summits

Benefits

Comp & perks
  • Competitive Base Salary + Uncapped Commissions and Performance Accelerators
  • 100% performance-based promotions
  • Internal mobility opportunities (Qmobility) across global teams and territories
  • Vibrant, inclusive work environment
  • Quarterly team outings, winter and summer parties, and exclusive team swag
  • Comprehensive private health insurance
  • Wellness stipend
  • Rich mental/physical health benefits
  • Annual Qualtrics Experience cash bonus for a personal dream experience
  • Medical, dental, vision, life and disability benefits
  • 401(k) with match
  • Paid time off
  • Wellness reimbursement
  • Mental health benefits
  • Experience bonus
  • Sign-on bonus and restricted stock units may be included in an employment offer