Enterprise Account Executive (AI SaaS | Financial Services)

Enterprise Account Executive
Full-time / On-site / San Francisco, CA
$145K - $155K (OTE: $290K - $310K)

The company builds agentic AI for community banks and credit unions - their platform handles voice, digital and employee-assisted channels through a single AI brain that learns and operates autonomously.

Series A with $30M raised and already cash-flow positive. Trusted by hundreds of financial institutions with real revenue and real outcomes in production at scale.

Work experience:

• 5+ years as AE closing six-figure+ new business deals.
• Experience at early-stage startup (Seed to Series B)
• Sold into financial services, banking, or credit unions - This is ideal for our business because we sell into Financial Institutions. Financial Services is good as well here.
• Managed 6+ month enterprise sales cycles with multiple stakeholders
• Experience selling AI, automation, or complex technical platforms

Miscellaneous:

• Based in SF or willing to relocate; 5 days in-office required
• Tech stack - Salesforce
• 5 - 8 years of experience Closing Enterprise AE's - B2B SaaS deals at top SaaS companies, Start-ups.

We are looking for a Enterprise Account Executive with 5+ years of experience to own a territory and close six- and seven-figure deals selling our agentic AI platform to community banks and credit unions across the US.
You'll join a profitable, $30M Series A company already trusted by 100+ financial institutions reaching over 10 million Americans.

This is a hunter role - you'll be the CEO of your territory, leveraging inbound leads, BDRs, and sales engineers to acquire new logos. Deal cycles average 6–9 months with contracts averaging 5 years, and there's a clear path to elevated roles given the small, high-performing team.

What will you be doing?
Owning a defined geographic territory and driving new logo acquisition through a mix of inbound leads (~70%) and strategic outbound to named accountsQualifying prospects using MEDDIC methodology and managing complex, multi-stakeholder enterprise sales cycles from discovery through closePartnering with BDRs and sales engineers to build pipeline and deliver technical demos to senior decision-makers at financial institutionsClosing six- and seven-figure ACV deals with long-term (5-year) contract structuresActing as the strategic owner of your region - deciding how to deploy resources, prioritize accounts, and hit quota.
The product:
The company's agentic AI platform is purpose-built for financial institutions - community banks and credit unions.

The platform features a single AI brain that powers interactions across multiple channels:
Voice AI: Autonomous voice agents that handle inbound calls, resolving and fulfilling customer needs rather than simply routing to a human
Digital AI: Intelligent virtual assistants across digital banking channels
Employee-Assisted AI: AI co-pilots that support bank and credit union staff

Unlike basic chatbots or deflection tools, the company's agents actually respond to and resolve customer requests end-to-end. The platform comes pre-trained for financial services use cases, making it easy to integrate, scale, and manage while ensuring compliance with banking regulations.

Trusted by over 100 banks and credit unions and reaching more than 10 million Americans, the platform delivers measurable ROI through automation, improved customer satisfaction, and operational efficiency.

Benefits:

• 100% paid health, dental & vision care
• 401(k) & financial wellness perks
• Daily meals provided
• Commuter benefit
• Monthly wellness stipend
• Claude Enterprise + frontier AI tools for every employee
• Discretionary PTO
• Paid parental leave
• Mental health & wellness benefits
• Family benefits
• Competitive equity compensation