About the Company
A fast?growing enterprise technology company builds autonomous AI agents that eliminate repetitive, manual work across financial institutions. Its platform supports critical workflows spanning credit, investment research, ESG, risk, and compliance, and is used by many of the world's most sophisticated global financial organizations. A significant portion of top?tier institutions rely on this technology to reduce manual processes, accelerate decision?making, and increase strategic impact.
With engineering and product teams scaling across the United States, United Kingdom, and India, the company is assembling a world?class group of builders and operators focused on redefining how AI and machine learning are applied in financial services.
About the Role
The company is in a phase of rapid growth, with customer adoption increasing multiple times year?over?year and demand accelerating across asset management. This role involves selling alongside-and directly into-some of the most advanced technology and investment teams in financial services, partnering with leaders who are actively reimagining how asset managers operate using AI.
With global teams expanding across North America, Europe, and Asia, this is a rare opportunity to join at a moment of substantial whitespace, long?term runway, and meaningful growth potential across major financial centers.
Role Overview: Account Executive - Enterprise (Asset Management)
This is a senior
land?and?expand enterprise sales role focused on growing an existing portfolio of large asset management clients. The mandate is to turn early workflow successes into
platform?wide adoption across Front, Middle, and Back Office functions, closing large, multi?year expansion deals that materially change how clients operate.
You will own account strategy end?to?end, including stakeholder mapping, whitespace identification, 12?month expansion planning, internal outbound pipeline generation, and executive?level deal execution.
Key Responsibilities
- Account Strategy & Planning: Build detailed Front, Middle, and Back Office stakeholder maps; develop and execute 12?month expansion plans with clear deal sequencing and quarterly forecasts.
- Expansion Pipeline Generation: Drive aggressive internal outbound motions to uncover new teams, workflows, regions, and product opportunities; multi?thread stakeholders to build urgency and momentum.
- Workflow Expansion: Identify operational and investment pain points across FO/MO/BO and translate them into AI?driven use cases with clear, measurable business outcomes.
- Discovery & Deal Execution: Lead senior?level discovery, build ROI?driven business cases, own proposals and pricing, and drive deals through to signature.
- Executive Navigation: Manage complex buying committees and long sales cycles involving CIOs, COOs, and senior leaders across investment, risk, operations, and compliance.
- Cross?Functional Leadership: Partner closely with Customer Success on renewals and upsell triggers, and with Product and Engineering to inform roadmap priorities based on expansion needs.
What We're Looking For
- 10+ years of enterprise B2B sales experience, with at least 5 years selling into asset management organizations across Front, Middle, and Back Office.
- Demonstrated success driving meaningful expansion within existing enterprise accounts (beyond renewals).
- Strong account mapping, whitespace analysis, and multi?stakeholder planning skills.
- Relentless internal outbound mindset with proven multi?threading instincts.
- Fluency selling AI or data?driven platforms, with a focus on outcome?led discovery.
- Credible, resilient executive presence with senior investment and operations leaders.
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