Account Executive, AI Financial Services

Overview

The Account Executive, Financial Services is a mid-level sales and account development professional responsible for driving revenue growth at The Stemmler Group.

Reporting to senior leadership, this individual will focus on rekindling and expanding existing client relationships across the financial services sector, including banks, insurance companies, and payments companies, while proactively prospecting for new opportunities within these verticals.

• Account Development and Outreach
  • Proactively reach out to existing and lapsed account relationships to generate sales activity and rekindle engagement.
  • Leverage the company’s CRM platform (Zoho) daily to manage outreach cadence, track account activity, log interactions, and maintain an accurate and current pipeline.
  • Identify opportunities within existing accounts to expand the company’s footprint, including cross-selling and introducing the company’s AI-based platform.
• Sales Execution and Relationship Management
  • Meet and exceed individual revenue targets by converting outreach into qualified meetings, proposals, and closed deals.
  • Prepare and deliver compelling presentations tailored to C-level and senior executive audiences at banks, insurance companies, and payments firms.
  • Build and maintain strong, trusted relationships with key stakeholders across target accounts, demonstrating a proactive and consultative approach.
  • Participate in regular sales meetings; provide accurate pipeline forecasts and activity updates to leadership.
  • Champion the company’s AI-based platform offerings, staying current on product developments and effectively communicating value to prospects and clients.
  • Collaborate with leadership to share market feedback, refine messaging, and contribute to overall sales strategy.
  • Lead regular (weekly) sales meetings. Monitor the revenue pipeline and leads, adjusting CRM as necessary to create sustainable growth.
• CRM and Pipeline Management
  • Maintain disciplined use of Zoho CRM to log all outreach, track deal stages, and ensure account data is accurate and up to date.
  • Use CRM insights to prioritize outreach and identify the highest-potential opportunities for re-engagement.

Our success is rooted in our relationships with clients and colleagues. We win that trust and loyalty by:

• Striving for excellence in all we do
• Bringing energy and focus to each engagement and each touchpoint
• Rejecting the status quo and accepted wisdom, but breaking through to valuable insights
• Driving actionable outcomes, not just lofty recommendations

• 5–7 years of sales or account development experience, preferably within technology and/or financial services.
• Proven track record of generating revenue through relationship-based selling, ideally with banks, insurance companies, or payments firms.
• Strong interpersonal and relationship development skills; comfortable engaging and presenting to C-suite and senior executives.

• Hard‑working and highly self‑motivated; takes initiative without waiting to be directed.
• Entrepreneurial mindset with a hunter mentality; energized by outreach, follow‑up, and building relationships from the ground up.
• Polished communicator with executive presence; able to represent the company credibly at the highest levels of client organizations.

• Solid understanding of the financial services landscape, including banking, insurance, and payments; familiarity with the regulatory, operational, and technology challenges faced by these institutions.

• Work closely with leadership and client success teams to monitor client satisfaction and identify opportunities for account growth and expansion.
• Serve as a responsive and reliable point of contact for assigned accounts, ensuring a positive client experience throughout the sales cycle and beyond.