Senior Account Executive, Enterprise
About the role
Senior Enterprise Account Executive responsible for owning large, complex B2B SaaS/fintech deals with enterprise wealth management firms, driving end-to-end sales from discovery to close, and shaping enterprise sales execution at FINNY AI.
Responsibilities
- Own the full sales cycle for enterprise accounts—discovery, multi-stakeholder demos, proposals, procurement, and close.
- Build and manage a pipeline of $500K+ ACV opportunities with firms across the wealth management ecosystem.
- Lead complex, multi-threaded deals involving C-suite, compliance, operations, and IT stakeholders.
- Develop and execute account plans that align FINNY’s value proposition to each firm’s strategic priorities.
- Negotiate enterprise contracts, MSAs, and security reviews from initial conversation to launch.
- Partner with BDRs and marketing to identify, prioritize, and convert high-value enterprise targets.
- Collaborate with Customer Success on smooth handoffs and expansion opportunities within existing enterprise accounts.
- Contribute field insights to inform product roadmap, positioning, and competitive strategy.
- Represent FINNY at industry events and with key enterprise prospects.
- Mentor and coach mid-market and junior AEs on enterprise sales techniques and deal strategy.
- Contribute to the development of enterprise sales playbooks, demo frameworks, and objection-handling guides.
- Partner with the VP of Sales to set quarterly enterprise targets and forecasting.
Qualifications
- 7+ years of full-cycle B2B SaaS or fintech sales experience, with at least 3 years focused on enterprise accounts ($100K+ ACV).
- Demonstrated track record of consistently exceeding quota in complex, multi-stakeholder sales cycles (6–12+ months).
- Experience selling to financial services firms—RIAs, broker-dealers, wirehouses, or wealth management platforms.
- Exceptional executive presence and ability to command rooms with C-suite and senior decision-makers.
- Deep command of enterprise sales methodology (MEDDIC, Challenger, or equivalent).
- Strong pipeline management, forecasting discipline, and CRM hygiene (Attio, Salesforce, or equivalent).
- Experience selling lead-generation, marketing automation, or AI-powered products to financial advisors.
- Familiarity with compliance and procurement processes in regulated financial services environments.
- Prior experience at an early-stage or Series A/B startup scaling enterprise sales motion.
Skills
Benefits
- Competitive salary, comission and equity
- Medical, dental, and vision insurance
- Flexible paid time off
- 401(k)
- Food and meals provided in our NYC office
- Team offsites and events
About FINNY AI
The OS for independent financial advisors
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship.
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