Account Executive - Financial Services

The role

This individual contributor role involves selling Outset into Financial Services organizations like banks, insurers, and fintechs. You will own the full sales cycle from prospecting to closing and expansion across a named set of accounts.

What you will do

• Own the full sales cycle for a named set of Financial Services accounts, from prospecting to close.
• Land new logos and grow existing customers across lines of business.
• Build trusted relationships with Market Research and Customer Insights leaders.
• Lead discovery and demos that connect Outset to financial services research workflows.
• Build account plans that map lines of business, buying centers, research budgets, and whitespace.
• Navigate complex enterprise sales processes including risk, security, and compliance reviews.
• Maintain accurate forecasting and pipeline visibility in Salesforce.
• Partner with Marketing and outbound teams to build targeted Financial Services plays.
• Collaborate with Customer Success and Research teams to drive adoption and identify expansion opportunities.
• Bring Financial Services market feedback back to Product and GTM.

Required qualifications

• 5+ years of quota-carrying B2B SaaS sales experience
• Strong track record of exceeding quota
• Demonstrated experience and expertise selling into and growing Financial Services accounts
• Experience owning commercial relationships with banks, insurers, asset managers, or payments companies
• Experience selling full service research and analysis deliverables
• Proven ability to run full-cycle enterprise sales
• 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

Nice to have

• Relationships with UX Research, Product, or CX leaders
• Experience selling research, CX, analytics, or AI solutions

About the company

Outset provides AI-powered user interviews for qualitative insights. The company is backed by top Silicon Valley investors and serves global brands.