[ sales ]

Account Executive - Financial Services

Windfall
Location
San Francisco
Work mode
Remote
Type
full time
Listed

Applications go directly to Windfall. Ramai takes no fee for placement and no money for ranking.

[ About this role ]

Account Executive in the Financial Services sector at Windfall. This full-cycle, quota-carrying role involves new business generation through outbound prospecting, consultative selling, and closing deals for data enrichment offerings.

Skills and focus areas

  • sales cycle management
  • consultative selling
  • value-based selling
  • data enrichment
  • outbound prospecting
  • pipeline management
  • negotiation
  • pricing
  • financial services
  • wealth management
  • private banking
  • insurance

Summary written by Ramai from the original posting. Full details and requirements are on Windfall’s careers page.

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