Citrix · 23 hours ago
Sr. Account Manager - Financial Services
Massachusetts, United States
Full-time
Hybrid
Senior Level
$191K/yr - $286K/yr
7+ years expCitrix is a leading cloud solution provider serving over 100 million users globally. They are seeking a Senior Enterprise Account Manager to drive large software deals within the Financial Services and Insurance vertical, focusing on expanding strategic accounts and delivering value through technology.
Enterprise SoftwareSaaSSoftwareVirtualization
Responsibilities
Own the full enterprise sales cycle for major FSI accounts, from account planning and through negotiations and close
Build and execute strategic account plans targeting large banks, global financial institutions, regional banks, credit unions, insurance carriers, asset managers, and fintechs
Engage senior executives (CIO, CTO, CISO, COO, CRO, CDO, Head of Claims, Head of Underwriting) and articulate value aligned with enterprise priorities such as modernization, AI strategy, operational efficiency, compliance, and digital customer experience
Drive complex deal orchestration: legal, procurement, security reviews, technical evaluations, and ROI justification
Build long-term, trusted advisor relationships across technical, operational, and executive layers of the client organization
Lead cross-functional teams including Account Technology Specialist, Product, and Unified Services to deliver a best-in-class sales experience
Expand footprint within existing enterprise accounts through multi-product adoption, global rollouts, and multi-year commercial structures
Maintain rigorous forecasting discipline and account strategy documentation
Maintain deep understanding of FSI regulatory frameworks, operating models, pain points, and transformation initiatives (e.g., AI adoption, fraud prevention, underwriting automation, digital banking, risk & compliance modernization)
Serve as a subject matter expert in the market, representing the company at executive briefings, industry events, and strategic partner engagements
Provide market intelligence and feedback to Product, Marketing, and Executive Leadership to shape roadmap and GTM strategy
Qualification
Required
7–12+ years of enterprise technology sales experience with a proven record of consistently exceeding quota
Demonstrated success closing complex, multi-stakeholder enterprise deals
Deep experience selling into Financial Services and/or Insurance organizations
Strong executive presence with ability to simplify complex technology concepts for senior FSI decision-makers
Exceptional strategic thinking and commercial negotiation skills
Preferred
Experience with SaaS, cloud platforms, automation/AI, analytics, risk & compliance, or workflow software
Existing network of executive relationships across major banks or insurance carriers
Bachelor's degree in Business, Finance, Technology, or related field; MBA is a plus
Benefits
Healthcare
Life insurance
Disability benefits
401(k) plan and company match
Company
Citrix
Citrix offers a unified platform to secure, manage, and monitor diverse technologies in complex cloud environments.
5001-10000 employees
H1B Sponsorship
Citrix 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
2023 (7)
2022 (130)
2021 (185)
2020 (153)
Funding
Current Stage
Late StageTotal Funding
$20M2022-01-31Acquired
2004-01-01Series F· $20M
1995-12-08IPO
Leadership Team
Gerard Lavin
CTO EMEA
Recent News
2025-12-17
2025-11-24
Morningstar.com
2025-11-18
Company data provided by crunchbase