Senior Account Executive – Financial Services

SunnyData

. Manage the full sales cycle .

Posted 11/9/2026full-timeRemote • United States, Uruguay, Argentina, MexicoSeniorWebsite

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, generating new sales, and achieving revenue targets while building strong client relationships. Proficient in consultative selling with a focus on data transformation and AI solutions, leveraging partnerships with key technology providers.

Highest-signal resume keywords

10+ Years In Consulting SalesStrong Record Of Exceeding GoalsTechnical Fluency For Consultative SellingAbility To Build Relationships With Senior StakeholdersBackground In Financial Services

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 Cycle ManagementRevenue GenerationData Transformation SolutionsAI SolutionsPipeline DevelopmentForecasting AccuracyMulti-Channel CampaignsConsultative SellingStrategic PartnershipsStakeholder Relationship Management

Soft Skills

Strong Written CommunicationVerbal CommunicationPresentation SkillsInfluencing SkillsCuriosity

Tools & Technologies

DatabricksMicrosoft AzureFivetran

Industry Keywords

CloudDataAIFinancial ServicesSales Discipline

Tech Stack

Tools & technologies

AzureCloud

About the role

Key responsibilities & impact

Manage the full sales cycle
Generate new sales and achieve revenue targets
Manage client relationships end to end
Collaborate with Databricks, Microsoft Azure, and Fivetran to co-sell and deliver data transformation and AI solutions
Build pipeline through research, networking, cold outreach, and securing meetings with key stakeholders
Run multi-channel campaigns across calls, email, social media, and events
Build brand presence and create opportunities within the territory
Develop pursuit strategies and lead deals through the full buying cycle
Expand wins into multi-million-dollar strategic partnerships
Align sales, delivery, and customer success
Partner with solutions engineers and marketing on tailored proposals
Manage complex enterprise stakeholder relationships with executives, budget owners, and key decision-makers
Maintain pipeline hygiene and forecasting accuracy
Meet or exceed revenue goals across Data Engineering, Platform Modernization, and AI/ML Consulting

Requirements

What you’ll need

10+ years in consulting sales, solution delivery, or technical roles
Ideally, exposure to cloud, data, or AI
Strong record of exceeding goals
Business insight, sales discipline, and technical fluency for consultative selling
Ability to identify obstacles and position solutions effectively
Initiative and proactive resource use
Accountability for results and outcome orientation
Ability to build authentic, lasting relationships with senior stakeholders
Strong written, verbal, and presentation skills
Ability to influence technical and executive audiences
Curiosity and self-motivation
Ability to stay current on industry trends and thrive in fast-paced, high-growth environments
Background prospecting and building a customer base in the Financial Services industry
Up to 30% travel depending on client and partner engagement needs
4-year bachelor’s degree preferred
Must be legally authorized to work in the United States
Must not require employer sponsorship to obtain or maintain authorization to work in the United States

Benefits

Comp & perks

Health insurance for employees and eligible family members, including spouses, domestic partners, and children, from the first day of employment
Minimum of 15 days paid time off annually
Nine paid company holidays
Opportunity to grow technical and people skills
Opportunities to lead teams on complex, innovative customer projects
Career growth opportunities
Professional development and career advancement
Collaborative culture and knowledge sharing
Performance-based cash incentive awards
Work with cutting-edge technologies and industry leaders in data engineering and AI