Account Executive, Financial Institutions Chicago, IL; Remote
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-01-24
-
Sales
Business Development, Sales Representative, Sales Development Rep/SDR, Sales Manager -
Business
Business Development
Account Executive, Financial Institutions
Chicago, IL;
Remote
As an Account Executive, you will manage the sales process for Strata’s cloud‑based SaaS financial planning, analytics, and performance platform. We’re looking for an evangelist who brings a CEO mentality and a client‑focused mindset to own relationships in your region or book of business.
Responsibilities- Revenue Accountability: Achieve annual and quarterly revenue goals as assigned.
- Annual Territory Planning: Develop and execute a territory plan for the assigned region.
- Pipelines: Build and maintain a robust sales pipeline, working closely with the Account Development Representative.
- Deal Management: Manage complex deal cycles from prospecting through close, including discovery, demos, due diligence, pricing and contract negotiation.
- Cross‑Functional
Collaboration:
Partner with Marketing, Professional Services, Product Management, Solution Engineers and industry leaders to deliver compelling demonstrations. - Reporting: Maintain accurate pipeline and forecast data in Salesforce and provide regular updates to senior leadership.
You’ll spend your day connecting with key decision makers, assessing strategic goals, and demonstrating how our software solves challenges. Occasional travel to client sites will deepen relationships and enable impactful presentations.
What We’re Looking For- Experience: Proven track record in financial software sales, managing large enterprise deals, ideally with VP‑level or higher contacts.
- Sales Expertise: Ability to maintain and grow a dynamic pipeline with accurate forecasting.
- Interpersonal
Skills:
Strong relationship‑building and presentation skills across diverse stakeholders. - Strategic Mindset: Develop pricing strategies, understand client business models, and provide insights to sales leadership.
- Problem‑Solving: Identify client needs and deliver innovative solutions.
- Collaboration: Work well independently and in a team, maintaining professionalism, integrity and ethics.
- Travel: Up to 50% travel required.
$115,000 – $135,000 (base). Eligible for commission with an estimated mix of 40/60. Actual salary will be based on skill set and experience.
BenefitsComprehensive benefits package including retirement, health and welfare, paid time off, parental leave, life and accident insurance and other well‑being benefits.
Location & Work ModelThe preferred location is Chicago, IL or St. Louis, MO. The role is hybrid with flexibility to work from home.
Equal Employment OpportunityFor government reporting purposes, we ask candidates to respond to a self‑identification survey. Participation is voluntary and will not be considered in the hiring process. We do not discriminate on the basis of any protected group status under any applicable law.
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