← All roles

Account Executive - Financial Services

Windfall· Sales
Apply on company site
San Francisco, CA$240k - $280kFull-timePosted 2mo ago

About the role

Account Executive on Windfall's Financial Services team owning full sales cycle, targeting financial services enterprises with data enrichment offerings through consultative, value-based selling.

Responsibilities

  • Conduct account and prospect research and execute strategic, targeted outreach against a defined FS account list
  • Build and manage pipeline primarily through self-sourced, cold outbound prospecting (calls, emails, social), supplemented by industry trade shows/conferences and relevant online engagement platforms
  • Apply consultative selling to understand FS-specific pain points (e.g., data quality, compliance, prospecting/underwriting efficiency) and to position Windfall's solution accordingly
  • Partner with Solutions Engineering, Revenue Operations, and Sales leadership to run technical evaluations and structure deals
  • Develop and deliver pitch materials and research tailored across the full buying committee — from C-level and VP-level business executives (e.g., CRO, CMO, CFO, CEO, VP of Sales/Marketing) and senior data/technology leaders (e.g., Chief Data Officers, Digital/Innovation leaders) to mid-level marketing and line-of-business (LOB) leadership
  • Manage a full and accurate pipeline in Salesforce to consistently meet or exceed quota
  • Own deal negotiation, pricing, contract structuring, and closure, factoring in FS-specific procurement, security, and compliance review cycles

Qualifications

  • Bachelor’s degree
  • Minimum of 3 years at the Account Executive level, with consultative technology sales experience with a verified track record of exceeding quota
  • Extensive understanding of data and its many applications/use cases
  • Ambitious, driven, and detail-oriented, with an ability to manage time effectively
  • Strong written and verbal communication skills
  • Must be able to remain focused in the face of many competing interests
  • Extensive experience with outbound prospecting, cultivating and multi-threading accounts, and building a robust pipeline
  • Extensive experience with sales tools - Salesforce, Outreach/Groove, LinkedIn, ZoomInfo, etc.

Skills

Required:Account-based outbound prospectingSalesforceConsultative selling
Nice to have:Industry knowledge: financial services
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Windfall

Activate the Most Accurate People Data Powered by AI

Windfall is a people intelligence and AI company that gives go-to-market teams actionable data to find, engage, and convert their next best customers.

people intelligenceAIwealth datacareer data
Company profileWebsite

More open roles at Windfall