Financial Services Account Executive jobs in United States
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iGrafx · 2 months ago

Financial Services Account Executive

iGrafx is a global leader in Business Process Management and Process Intelligence software. They are seeking an experienced Account Executive with a strong track record of leading complex SaaS deals within Financial Services to drive sales and deliver measurable business outcomes through process intelligence and digital transformation solutions.

Agentic AIArtificial Intelligence (AI)Business DevelopmentBusiness IntelligenceBusiness Process Automation (BPA)Data MiningDocument ManagementEnterprise SoftwarePredictive AnalyticsRisk Management
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Comp. & Benefits

Responsibilities

Lead complex enterprise sales cycles from initial discovery through solution design, executive alignment, negotiation, and close. Focusing on business outcomes rather than features
Own the full sales cycle: prospect, qualify, conduct discovery, develop business cases, negotiate commercial terms, and close multi-stakeholder enterprise deals
Engage senior executives across operations, transformation, risk, and compliance to align iGrafx solutions with strategic initiatives in digital transformation, automation, and operational excellence
Use consultative and value-based selling methods (MEDDPICC, Challenger, ROI modeling) to diagnose challenges, quantify improvement opportunities, and build business cases that justify investment
Develop multi-threaded account strategies and build long-term relationships across business and IT to expand iGrafx’s footprint within complex global enterprises
Collaborate with Solution Consultants and cross functional teams to deliver impactful demos, proofs-of-concept, and post-sale adoption plans that ensure measurable ROI and retention
Work closely with the Channel and Partner ecosystem to co-sell and extend iGrafx reach into new markets and industry verticals
Represent iGrafx at executive briefings, conferences, and industry events, positioning the company as a thought leader in Process Intelligence and digital transformation
Maintain accurate pipeline visibility and forecasting within CRM, applying disciplined opportunity management and rigorous qualification standards
Champion customer success by ensuring clear outcomes, quantified value realization, and the foundation for ongoing expansion and renewal
Generate and nurture qualified leads through outbound prospecting, inbound follow-up, and targeted account-based engagement strategies
Collaborate cross-functionally with marketing, presales, and services to support strategic pursuits and client enablement initiatives

Qualification

SaaS sales experienceEnterprise sales cyclesFinancial Services experienceProcess management knowledgeValue-based sellingConsultative selling methodologiesCommunication skillsPresentation skillsNegotiation skillsCollaborative mindset

Required

8+ years of successful SaaS sales experience, with a proven record of exceeding quota
Demonstrated success leading complex, multi-stakeholder enterprise sales cycles from discovery to close
Experience selling into Financial Services organizations (banks, credit unions, insurance, or asset management)
Strong understanding of process management, automation, and/or process intelligence technologies
Proven ability to engage and influence C-level executives (CRO, COO, CIO, CCO)
Skilled in value-based and consultative selling methodologies such as MEDDPICC, Challenger, and ROI-based selling
Exceptional communication, presentation, and negotiation skills
Ability to thrive in a fast-paced, evolving environment and manage multiple priorities with precision and professionalism
Collaborative mindset and ability to work cross-functionally with technical and business teams
Bachelor's degree or equivalent experience required

Preferred

advanced business or technical degree

Company

iGrafx

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Software company that provides solutions for business process management, automation, mining, analysis and optimization

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Banneker Partners
2021-06-01Private Equity

Leadership Team

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Fabrice Baranski
VP Process Mining & AI
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Shoeb Javed
Chief Product Officer
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Company data provided by crunchbase