Enterprise Account Executive – Financial Services

Qualtrics

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

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in enterprise SaaS sales within the Banking, Financial Services, Insurance, and Fintech 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

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Hard Skills

Enterprise SaaS SalesSales ForecastingBusiness Case DevelopmentROI ModelingContract NegotiationRegulatory Compliance EvaluationVendor Risk ManagementDigital Adoption StrategiesAccount Retention StrategiesQuota Exceeding Sales Results

Soft Skills

Relationship BuildingStrategic ThinkingEntrepreneurial ExecutionCollaborationCommunication

Certifications & Qualifications

Bachelor’s Degree or Higher

Industry Keywords

BankingFinancial ServicesInsuranceFintechC-Level RelationshipsCustomer ExperienceDigital TransformationGovernanceProcurementCompliance

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 assigned territory
Hit and exceed quarterly and annual revenue quotas
Cultivate C-level and VP-level relationships across banking, wealth 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 with Professional Services, Solutions Engineering, SME Leads, and Customer Success to orchestrate enterprise sales cycles
Understand complex financial service ecosystems and execute entrepreneurially
Navigate complex governance, security, procurement, compliance, and contract requirements

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 breakthrough sales results and consistently exceeding quota
Ability to sell a multi-solution, enterprise-grade SaaS platform into large, matrixed financial institutions
Skilled in procurement procedures, vendor risk management assessments, regulatory compliance evaluations, and enterprise contract negotiations
Ability to travel up to 50% as needed for 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
Potential sign-on bonus and restricted stock units