Anthropic · 5 months ago
Manager, Account Executive - Financial Services Sales
New York City, NY
Full-time
Onsite
Director/Executive
$350K/yr - $410K/yr
15+ years expAnthropic is a public benefit corporation focused on creating reliable and beneficial AI systems. As a Sales Manager, you will lead a team of Enterprise Account Executives in driving the adoption of AI within financial services, developing strategies to secure strategic deals and enhance customer experience. You will collaborate with various teams to refine sales methodologies and support financial institutions in deploying AI solutions.
Artificial Intelligence (AI)Information TechnologyFoundational AIGenerative AIMachine Learning
Responsibilities
Build and lead a high-performing team of Enterprise Account Executives focused on financial services, providing coaching, mentorship, and guidance to drive team success
Develop and implement sales strategies tailored to financial services procurement cycles and budgeting processes to meet and exceed team revenue quotas
Create and maintain accurate forecasts, pipeline management, and reporting while ensuring data integrity in CRM systems
Partner with Enablement to develop training programs and resources that accelerate AE ramp time and effectiveness, with specific focus on financial services buying cycles and decision-making processes
Work closely with Applied AI Engineering teams to demonstrate technical capabilities pre-sales and optimize solutions post-sales for financial applications
Enable your team to have credible technical conversations about AI applications in financial services while maintaining appropriate guardrails
Build strong partnerships across the organization to drive strategic initiatives within the financial services sector
Identify and execute on new market opportunities and use cases for Anthropic's AI solutions within financial departments, research centers, and administrative offices
Help your team navigate complex financial stakeholder ecosystems including executives, administrators, IT departments, and procurement offices to build consensus
Gather and synthesize customer feedback from financial users to inform product direction and enhance customer experience for financial services
Build and continuously refine the financial services sales methodology by incorporating learnings into playbooks and best practices
Qualification
Required
15+ years of enterprise sales experience in financial services technology, preferably driving adoption of SaaS or emerging technologies
5+ years of sales leadership experience, ideally 3+ leading teams within the Enterprise segment focused on financial services
Proven track record of building and leading high-performing sales teams selling into financial institutions, with demonstrated success in coaching and developing AEs
Experience establishing and scaling sales processes, tools, and methodologies in fast-growing organizations serving financial services
Strong technical acumen and ability to understand complex AI solutions and their applications in financial services, with experience enabling teams to have credible technical conversations with financial stakeholders
Track record of successful partnership with technical teams throughout the customer journey within financial institutions
Deep understanding of financial services buying cycles, procurement frameworks, and key pain points
Demonstrated ability to navigate complex, multithreaded sales cycles across diverse stakeholder groups and drive cross-functional initiatives
Experience managing complex enterprise sales cycles within financial institutions and helping AEs secure strategic deals
Strong operational rigor in pipeline management, forecasting, and sales metrics specific to financial services sales cycles
Excellent communication skills and ability to build relationships across all levels, from analysts and researchers to senior executives in financial services
Strategic approach to financial market analysis combined with tactical excellence in execution
Passion for AI technology and commitment to its safe, responsible development for financial use cases
We require at least a Bachelor's degree in a related field or equivalent experience
Benefits
Equity
Benefits
Incentive compensation
Optional equity donation matching
Generous vacation and parental leave
Flexible working hours
Company
Anthropic
Anthropic is an AI safety and research company that builds reliable, interpretable, and steerable AI systems.
501-1000 employees
H1B Sponsorship
Anthropic has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (13)
2023 (3)
2022 (4)
2021 (1)
Funding
Current Stage
Late StageTotal Funding
$63.74BKey Investors
Coatue,D. E. Shaw & Co.,Dragoneer Investment Group,Founders Fund,GIC,ICONIQ Capital,MGXFidelity,ICONIQ Capital,Lightspeed Venture PartnersLightspeed Venture Partners
2026-02-12Series G· $30B
2025-09-02Series F· $13B
2025-05-16Debt Financing· $2.5B
Leadership Team
Dario BentlSafety
CEO and Co-Founder
Daniela Amodei
President and co-founder
Recent News
2026-03-04
Indian Express
2026-03-04
2026-03-04
Company data provided by crunchbase