Relativity · 2 days ago
Lead Account Executive - Financial Services
Illinois, United States
Full-time
Hybrid
Senior Level, Lead/Staff
$224K/yr - $336K/yr
8+ years expRelativity is a company focused on innovative solutions in the financial services sector, and they are seeking a Lead Account Executive to drive the acquisition of new high-value clients. This role involves developing targeted sales strategies, managing complex sales cycles, and cultivating executive-level relationships within the financial services industry.
ComputerEdiscoveryEnterprise SoftwareInformation TechnologyLegalLegal TechSoftware
Responsibilities
Develop and execute comprehensive sales plans to identify, target, and acquire new financial services clients within an assigned territory or account set
Lead complex, multi-stakeholder sales cycles, navigating legal, compliance, procurement and executive decision makers
Manage a select portfolio of high-value prospective accounts, focusing on quality of engagement and long-term relationship building
Conduct in-depth needs assessments and deliver tailored product demonstrations that align with the business, compliance, and technology requirements of financial institutions
Lead the end-to-end sales cycle, including prospecting, qualifying, solution positioning, proposal development, contract negotiation, and closing
Cultivate executive-level relationships with decision-makers at banks, insurance companies, asset managers, and other financial entities to influence strategic technology adoption
Stay informed on industry trends, regulatory changes, and competitive dynamics to proactively address client needs and position our solutions effectively
Collaborate with product, marketing, solution engineering, and customer success teams to deliver best-in-class experiences and ensure alignment of sales strategies with business objectives
Maintain accurate records of sales activity, pipeline, and forecasting using Salesforce, and provide regular updates and insights to management
Represent the company at industry events, conferences, and client meetings to build brand awareness and generate new business opportunities
Demonstrate sound judgment, integrity, and a commitment to core company values throughout all stages of the sales process
Collaborate with the full sales team to communicate best practices and areas for improvement
Exercise sound judgment and make independent decisions
Demonstrate consistent commitment to core company values
Manage entire sales-cycles with experience negotiating terms and understanding associated legal and business risks (includes presenting multi-year agreements to C-level executives)
Develop and execute strategic account plans to drive business growth across multiple financial services lines, partnering with our global network of Service Providers to deliver integrated solutions that address complex client needs and regulatory requirements
Collaborate with regional and global sales teams to pursue cross-border business opportunities with major financial institutions, ensuring alignment with industry regulations and client requirements across markets
Qualification
Required
Bachelor's degree in Business Administration, Marketing, Communications, or a related field, or equivalent experience
Eight or more years of quota-carrying experience in new business development or enterprise sales, with a proven track record of success in the financial services sector
Five or more years of complex solution selling experience with some SaaS exposure
High degree of comfort with public speaking and giving presentations
Preferred
Experience working for a company within the e-discovery, CMS or big data analytics industry
Solid litigation and technical acumen in e-discovery, litigation services, and/or information technology
Strong technical acumen in financial technology, regulatory compliance, risk management, or data analytics
Experience selling enterprise solutions related to financial services operations, regulatory technology (RegTech), or digital transformation
Working knowledge of industry-specific regulations (e.g., FINRA, SEC, OCC) and controls
Experience selling enterprise services related to e-discovery, litigation support, dispute advisory, forensic technology, forensic accounting and/or consulting services
Understanding of commonly known e-discovery practices and a working knowledge of applicable industry controls
Working knowledge of Relativity and its products
Ability to manage multiple projects simultaneously and prioritize based on company and team objectives
Ability to work efficiently under pressure, drive projects to completion and meet deadlines
Flexibility and the ability to adapt quickly to shifting company or team goals
Strong business acumen, including problem-solving and critical thinking
Company
Relativity
Relativity's makes software to manage large volumes of data and identify key issues during litigation, investigations, and compliance.
1001-5000 employees
H1B Sponsorship
Relativity 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 (23)
2024 (12)
2023 (21)
2022 (25)
2021 (20)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$125MKey Investors
Silver LakeICONIQ Growth
2021-03-18Private Equity
2015-02-03Private Equity· $125M
Leadership Team
Phil Saunders
Chief Executive Officer
Kirk Larsen
Chief Financial Officer
Recent News
2025-12-10
Company data provided by crunchbase