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Senior CRM Account Executive – Financial Services
ServiceNow. Develop and execute territory strategies for banking, insurance, and wealth management use cases .
Posted 11/12/2026full-timeRemote • New York • United StatesSenior💰 $137,000 - $185,050 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in selling front office transformation solutions within Financial Services, leveraging AI-driven CRM solutions to drive sales initiatives and account growth. Proven ability to manage high-value accounts and collaborate with cross-functional teams to enhance market expansion and adoption of enterprise software products.
Highest-signal resume keywords
7+ Years Selling Front Office Transformation SolutionsAI Integration in Work ProcessesEnterprise Software KnowledgeNew Logo Hunter ExperienceUnderstanding of Business Sales Processes
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentConsultative SellingPipeline GrowthAccount ManagementCRM Solutions ExpertiseSales Process OptimizationUse Case DevelopmentMarket ExpansionSolution SellingSales Opportunity Identification
Soft Skills
Collaborative Team LeadershipConsultative CommunicationProblem-SolvingStrategic ThinkingRelationship Building
Tools & Technologies
ServiceNow CRMAI-Powered Workflow ProductsCRM SystemsSalesforceData Analytics Tools
Industry Keywords
Financial ServicesBankingInsuranceWealth ManagementEnterprise Software SolutionsHigh-Value AccountsGreenfield AccountsExecutive BriefingsDiscovery WorkshopsUse Case Pilots
Tech Stack
Tools & technologiesServiceNow
About the role
Key responsibilities & impact- Develop and execute territory strategies for banking, insurance, and wealth management use cases
- Manage high-value accounts and align target accounts and use cases with AI-driven CRM solutions
- Prospect and grow pipeline in CRM greenfield accounts
- Grow existing CRM partnerships through consultative selling, including Executive Briefings, Discovery Workshops, and Use Case Pilots
- Partner with account teams, Solutions Implementation partners, and resellers to close net-new sales opportunities
- Serve as the Financial Services CRM authority within the territory
- Lead net-new sales initiatives with Solution Consultants and core account teams
- Enable Account Executives and Sales Development teams to identify, qualify, and accelerate CRM opportunities
- Drive adoption and market expansion of ServiceNow CRM and AI-powered workflow products
Requirements
What you’ll need- 7+ years of expertise selling front office transformation solutions into Financial Services
- Experience integrating or critically thinking about AI in work processes, decision-making, or problem-solving
- 7+ years knowledge of enterprise software and/or specialty solutions area
- Experience as a new logo hunter, Senior Account Executive, or Senior Solutions Sales Executive
- Understanding of business sales processes
- Willingness to travel 30–50%
Benefits
Comp & perks- Equity (when applicable)
- Variable/incentive compensation
- Health plans
- Flexible spending accounts
- 401(k) Plan with company match
- ESPP
- Matching donations
- Flexible time away plan
- Family leave programs