Account Executive

Account Executive – B2B (Fintech / BFSI) | US Market

Location:

Remote / Hybrid (US Time Zones)

Experience:

3–7 years in B2B SaaS / Fintech / Banking sales (US market)

Role Overview:

We are looking for a high-performing Account Executive to drive revenue growth in the US B2B market, with a strong focus on account expansion and retention (70%) while continuing to hunt new business opportunities (30%).

This role is ideal for someone who thrives in consultative sales, understands complex financial products, and can build long-term relationships with decision-makers across Banking, Fintech, and BFSI organizations.

Key Responsibilities:

Account Management & Expansion (70% – Farming)

• Own and grow a portfolio of existing mid-market and enterprise accounts in the US.
• Drive upsell and cross-sell opportunities across products, features, and use cases.
• Build strong relationships with C-level executives, VPs, Directors, and key stakeholders.
• Conduct regular QBRs (Quarterly Business Reviews) to demonstrate value and ROI.
• Identify expansion signals based on usage, business growth, and customer needs.
• Partner closely with Customer Success, Product, and Support teams to ensure high retention and satisfaction.
• Maintain accurate forecasting, pipeline updates, and account plans in CRM.

New Business Development (30% – Hunting)

• Identify, qualify, and close new logo opportunities within target ICPs.
• Manage the full sales cycle: prospecting → discovery → demo → negotiation → close.
• Leverage inbound leads, referrals, and selective outbound efforts.
• Represent the company in sales calls, demos, and virtual meetings with US prospects.
• Stay informed about competitors, market trends, and regulatory environments in BFSI.

Required Qualifications

• 3–7 years of B2B sales experience in Fintech, Banking, BFSI, or SaaS.
• Proven experience selling to the US market.
• Strong background in account management, renewals, and expansion revenue.
• Experience handling complex sales cycles and multiple stakeholders.
• Excellent communication, presentation, and negotiation skills.
• Strong understanding of financial services, payments, lending, compliance, or banking tech.
• Comfortable working in US time zones.
• Proficient with CRM tools (Salesforce, HubSpot, or equivalent).

Nice to Have

• Experience selling to banks, NBFCs, credit unions, fintechs, or financial enterprises.
• Familiarity with compliance, KYC, AML, payments, lending, or core banking systems.
• Exposure to AI-driven products or automation tools.
• Prior experience with quota-carrying roles and consistent overachievement.

Key Skills & Traits

• Consultative selling mindset
• Relationship-driven and customer-first approach
• Strong business acumen
• Data-driven forecasting and pipeline management
• Self-starter with high ownership
• Comfortable navigating ambiguity in fast-growing environments