Account Executive - Financial Services
At a glance
Mid-level Account Executive role at Brilliant. Remote, United States · full-time.
In listing
Growth Roles summary, based on the employer's posting.
What you'll do
- Find and engage new financial-services prospects through lead generation, outreach, and consultative selling
- Lead discovery, demonstrations, and negotiations around gifting and merchandise programs for financial-services buyers
- Build target-account pipelines and match each firm with relevant gifting and merchandise opportunities
- Own newly won client relationships, then expand accounts through strategic plans and strong execution
- Share market and client feedback with product and marketing while explaining the value of software-enabled gifting
What you bring
- Deep fintech or broader financial-services experience, plus evidence of influencing decisions and delivering outcomes
- An established financial-services network and credibility with senior, detail-focused stakeholders
- A record of growing client relationships while meeting or surpassing revenue goals
- Strong consultative sales ability, with tailored solutions based on client needs
- CRM proficiency alongside excellent communication, negotiation, and presentation skills
Who this fits
You’ll suit a relationship-led seller who knows financial-services buyers and can work across brand, talent, events, executive support, and investor relations. The role is remote within the United States and combines new-business acquisition with ownership and expansion of acquired accounts. You’ll need to work independently and collaboratively in a fast-moving, client-focused setting.
From the employer
Title: Account Executive - Financial Services
Location: Remote US
Reports To: Senior Director of Sales
Compensation: Base salary $70,000-80,000 plus commission with OTE of $115,000-$135,000
About Brilliant:
Brilliant is an innovative branded products and corporate gifting company. With a focus on creativity and technology, Brilliant curates, produces, and helps companies distribute memorable branded merchandise and custom products. Whether it's newsworthy press kits, welcome gifts for new hires, merch sets to promote a product launch, or giveaways people love, our team of retail trend experts, designers and engineers work together to produce impactful products that bring brands to life.
Services include concepting, sourcing, design, packaging, merch collections, company stores, touchpoint gifting, warehousing, fulfillment and distribution.
Technology is part of our DNA. Our proprietary technology gives clients instantaneous access to important information and tools, including real-time inventory data, on-demand fulfillment services and convenient 3rd party system integrations, such as Workday, Salesforce, Zapier and more (180+ countries, 6 warehouses), and hands-on creative collaboration brilliantmade.com.
What You’ll Do:
We are looking for a dynamic and strategic Account Executive to drive both new client acquisition and account growth within the Financial Services sector.
Financial services firms compete fiercely for talent, obsess over brand and client experience, and operate in compliance-conscious environments where execution and discretion matter. This role is for someone who understands those dynamics and can translate them into gifting, merchandise, and event programs that land.
Brilliant already powers gifting and merchandise programs for some of the most respected names in financial services, including Optiver, Jump Trading, Block, PayPal, Moelis & Company, and many more.
Key Responsibilities:
New Client Acquisition
- Identify and engage new business opportunities across the financial services sector, leveraging lead generation, prospecting, and consultative sales techniques.
- Leverage your existing network and industry fluency to reach the right buyers: Brand and Marketing, People / Talent and Recruiting, Events, Executive Assistants and Chiefs of Staff, and Investor Relations.
- Run consultative discovery, product demonstrations, and negotiations tailored to financial services use cases and buying processes.
- Build and maintain a strong pipeline of target accounts, mapping each firm to the gifting and merchandise programs most relevant to them.
Account Management Partnership
- Serve as the primary relationship owner for newly acquired clients, ensuring high levels of satisfaction, retention, and account expansion.
- Develop strategic account plans that reflect how these firms buy: multiple stakeholders, brand and legal review, and compliance-conscious gifting standards.
- Collaborate with internal teams to ensure seamless execution and exceptional client experiences.
Strategic Growth
- Stay informed on industry trends, competitor offerings, and emerging market opportunities to drive business development efforts.
- Maintain a deep understanding of our software-enabled gifting solutions and communicate their value effectively.
- Provide market and client insight back to product and marketing to sharpen Brilliant's financial services offering.
What You Bring
- Deep experience within fintech or the broader financial services sector - whether in sales, business development, recruiting, marketing, events, or firm administration - combined with a demonstrated ability to build relationships, influence decisions, and drive outcomes
- An existing network and credibility within financial services, and comfort engaging senior, fast-moving, detail-oriented stakeholders.
- Proven track record of building and growing client relationships while consistently meeting or exceeding revenue targets.
- Strong consultative selling skills with the ability to identify client needs and deliver tailored solutions.
- Exceptional communication, negotiation, and presentation skills.
- Highly organized with strong strategic thinking, problem-solving, and time management abilities.
- Proficient in CRM software.
- Ability to work independently and collaboratively in a fast-paced, client-focused environment.
Why Join Brilliant
Brilliant Perks & Benefits: We’re pleased to offer our teams Medical, Dental, & Vision benefits in addition to our perks like flexible PTO, paid company holidays, and work from home setup stipend for new hires!
Impact at scale: Power automations that drive thousands of personalized gifting experiences annually
Cutting-edge tech stack: Blend APIs, front-end systems, fulfillment workflows, and automation tools
Hands-on collaboration: Work with sales, product, success, and fulfillment teams in a dynamic environment
Global footprint: Support clients across 180+ countries and touch the full gift journey
Growth & innovation: Contribute to developing new platform capabilities and workflow possibilities
EEOC Statement:
Brilliant is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, age, genetic information, or pregnancy, or any other characteristic protected by law. Our policy of equal employment opportunity applies to all aspects of employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. We are committed to fostering a fair and merit-based workplace where every employee feels valued and respected.”
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