Title: Senior Account Executive
Location: Cleveland, OH 44114
Base Salary: $100,000 + commission structure
REQUIREMENTS
• Bachelor Degree
• Proven outbound hunter who owns their pipeline from zero and is comfortable with cold outreach, relentless follow-up, and building relationships from scratch without a warm lead handoff
• Experience in data/technology or SaaS solutions (preferred but not required)
• Familiarity with financial services ecosystems, including asset management, fixed income, and portfolio management
• Track record of consistently exceeding sales targets in a long-cycle, complex sales environment
• Outstanding communication, presentation, and negotiation skills and ability to simplify complex scenarios for prospects
Plusses:
• Insurance Sales Background
KEY RESPONSIBILITIES
• Own pipeline end-to-end: prospect, qualify, nurture, and close new business with financial institutions, banks, broker-dealers, and RIAs through outbound outreach, networking, and other prospecting
• Develop and execute a strategic sales plan to exceed revenue targets
• Build and maintain strong relationships with senior executives, wealth managers, operations, and compliance, becoming a trusted advisor who understands pain points before positioning a solution
• Serve as a subject-matter expert on annuities and life insurance technology trends to credibly position solutions versus competitors
• Navigate complex, multi-stakeholder sales cycles, maintaining accurate pipeline data, forecasts, and activity tracking
• Collaborate with marketing, product, and customer success teams to ensure prospects are the right fit
• Represent company at industry events, roundtable discussions, trade shows, and other meetings as necessary to successfully close new business