Senior Account Executive, Financial Services
At a glance
Senior Account Executive role at FlowX.AI. New York · full-time.
In listing
Growth Roles summary, based on the employer's posting.
What you'll do
- Build and grow relationships with banking and insurance prospects and customers across the US
- Create additional enterprise opportunities alongside BDR and marketing-generated demand
- Run discovery around business priorities, regulatory issues, and outcomes for financial institutions
- Team with product, engineering, and solutions groups on tailored demos and proposals
- Keep pipeline records current, forecast progress, and share customer input for product and go-to-market changes
What you bring
- At least five years selling B2B technology, preferably SaaS or digital transformation, to financial services
- A record of winning enterprise accounts, ideally in regulated sectors such as banking or insurance
- Experience with enterprise sales processes and CRM systems, plus strong communication and discovery skills
- Comfort owning your sales approach, pipeline, and outcomes while adapting to changing conditions
Who this fits
You’ll suit a consultative enterprise seller who can work independently, uncover complex customer needs, and connect them to practical technology outcomes. The role focuses on US financial services, especially banking and insurance, and requires reporting to the Flatiron, New York office on a hybrid basis.
From the employer
FlowX.AI is an agentic AI platform for large-scale, mission-critical applications. We started in regulated industries - banking and insurance - and have successfully landed major deals in government and defense. We're also expanding into new verticals including logistics, manufacturing, healthcare, and construction.
Our platform enables large organizations to deploy, run, and monitor mission-critical AI agents at scale. We provide the governance layers and robustness that AI agents need to operate reliably across the most important business processes.
Mission:
As a Senior Account Executive out of our New York location, you will be responsible for driving growth across the US market with a focus on financial services — banking and insurance. While you'll be supported by the rest of the New York sales, marketing, and BDR teams, you will have a high degree of strategic autonomy regarding growth of your customer base.
At FlowX.AI, sales starts with insight, not persuasion. Your role is about uncovering what truly matters to customers and connecting those needs to technology that delivers lasting value.
This is a high impact opportunity for a consultative seller who thrives on solving complex problems and creating measurable business results with enterprise financial institutions.
What you will do on a daily basis:
- Build and manage relationships with prospective & existing customers across the financial services landscape.
- Source new opportunities to supplement the BDR & marketing teams lead generation efforts, with a focus on enterprise banking and insurance accounts.
- Lead in-depth discovery sessions to understand business needs, regulatory challenges, and desired outcomes specific to banking and insurance organizations.
- Collaborate with product, engineering, and solutions teams to build demonstrations and proposals tailored to financial services use cases.
- Present FlowX.AI's value in a clear, practical way that aligns with customer goals, using Gap Selling principles.
- Maintain an accurate pipeline and provide regular updates on progress and forecasts.
- Learn and stay current on FlowX.AI's platform, use cases, and evolving customer needs within financial services.
- Contribute feedback from customers to help inform product and go-to-market improvements.
Who you are:
- 5+ years of experience in B2B technology sales (SaaS or digital transformation preferred), selling into financial services, banking, or insurance clients.
- Proven track record selling to enterprise clients, ideally within regulated industries.
- A self-starter mindset; comfort in taking ownership of your approach, pipeline, and results.
- Strong ability to identify improvement opportunities, recognize market trends, and adapt strategies accordingly.
- Adaptability and effectiveness in fast moving environments, with the ability to think in a structured manner under changing conditions.
- Strong communication and discovery skills.
- Familiarity with enterprise sales cycles and CRM tools.
- Strong interest in AI.
What's in it for you:
- Opportunity to lead the growth of a next-generation AI platform at a pivotal stage, as the company shifts from product maturity to commercial scale.
- High strategic autonomy and mobility within the company, with a real voice in how the company evolves and your contribution.
- Exposure to AI-native enterprise platforms and hands-on experience in bringing AI into production environments.
- The chance to grow your network with key industry players across banking, insurance, and financial services.
- Highly attractive compensation structure: $175-200k base salary with OTE of $350-400k, designed with a low quota and aggressive accelerators. Early-stage equity potential included.
Location: Hybrid, reporting to our office in Flatiron, NY
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