Recordpoint
Recordpoint3mo ago
USD 200000–350000/yr

Account Executive (Financial Services)

United StatesUnited States·New YorkRemoteFull Time - Remotemid
SalesAccount Executive
7 views0 saves0 applied
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Quick Summary

Overview

RecordPoint is a data and information lifecycle management SaaS product designed to give highly-regulated organizations a competitive edge through safer, more secure, and better-managed data.

Technical Tools
salesforcecustomer-successdata-analysisforecastingnetworkingsaas
RecordPoint is a data and information lifecycle management SaaS product designed to give highly-regulated organizations a competitive edge through safer, more secure, and better-managed data. We're a disruptor in our industry, set apart from competitors by our cutting edge technology and innovation-first mindset. 
 
Our global customer list includes top-tier brands and government agencies like the City of New York, Westpac, National Australia Bank (NAB), Australian Prudential Regulation Authority (APRA), Security Benefit, Cupertino Electric, Australian Securities & Investments Commission (ASIC), Transport for NSW, Ausgrid, and Pacific Gas & Electric (PG&E).  
 
But there's more to us than the what we do — like the who behind it all. Team RecordPoint is made up of 100+ tech-driven professionals at the top of their respective fields. Together, we foster a supportive, collaborative and transparent environment, collectively working toward the singular goal of continuously doing better.  
 
While we've got all the perks you'd expect — think truly flexible work arrangements, generous paid parental leave, 4 weeks annual leave and Employee Share Options — you might find that the greatest benefit of all, is the team you join. 

Scope:
As a quota carrying Account Executive, focused on the Financial Servies vertical, you will drive RecordPoint’s growth by acquiring new customers through strategic, consultative selling. You'll engage directly with stakeholders, helping them understand how RecordPoint’s innovative Data Trust Platform addresses their critical compliance, efficiency, and data security needs across enterprise and mid-market segments.
  • Proactively identify, qualify, and close new business opportunities within enterprise and mid-market organizations in the Financial Services sector.
  • Develop and maintain a healthy pipeline to consistently achieve sales quotas.
  • Execute a verticalized ABM strategy for accounts within your vertical.
  • Work closely with the SDR team, providing guidance on outreach strategies, collaborating on prospecting efforts, and sharing market insights to improve overall lead quality.
  • Partner with Marketing to effectively manage inbound leads and execute targeted outreach campaigns.
  • Collaborate cross-functionally with Customer Success to ensure smooth customer onboarding and long-term satisfaction.
  • Provide insightful input to refine messaging, positioning, and GTM strategies for enterprise and mid-market clients.
  • Use our state of the art Sales and Marketing technology stack to move prospects efficiently through the funnel.
  • Deploy MEDDPICC to map out sales qualification stages and increase deal velocity.
  • Conduct strategic outbound prospecting using Gong and LinkedIn to generate high-quality opportunities.
  • Leverage data analytics and sales intelligence platforms to enhance targeting, personalize outreach, and increase the effectiveness of sales efforts.
  • Execute compelling online product demos, clearly demonstrating value aligned with customer needs.
  • Build and leverage MEDDPICC methodologies and buyer-centric sales processes to drive efficiency and success.
  • Master the art of multithreading, building business cases, and empowering internal champions to sell internally when direct engagement is not possible.
  • Manage the entire sales cycle from discovery calls to negotiations and deal closures.
  • Represent RecordPoint at industry conferences, webinars, and networking events.
  • Maintain meticulous CRM hygiene in Salesforce, tracking and forecasting opportunities accurately.
  • Engage actively in team meetings, sharing insights and strategies to enhance team performance.
  • Proven background in solution selling and strong ability to position and articulate value-based solutions tailored to customer challenges.
  • 5-10 years of SaaS sales experience, ideally selling to enterprise and mid-market clients within the FSI sector.
  • Proven ability to manage complex sales cycles with multiple stakeholders.
  • Exceptional communication and presentation skills, with an ability to articulate technical concepts clearly.
  • Familiarity with modern sales tools, especially Gong, LinkedIn Sales Navigator, and Salesforce.
  • Experience with AI-driven sales enablement or intent data tools is highly desirable.
  • Proven expertise in MEDDPICC qualification and buyer-centric sales processes.
  • Demonstrated ability in multithreading sales cycles, building compelling business cases, and coaching internal champions.
  • Experience conducting impactful online product demonstrations incorporating storytelling and customer value/impact.
  • Strong negotiation skills, demonstrated success in closing complex enterprise software deals and a historical record of quota attainment.
  • Entrepreneurial, proactive mindset with excellent organizational and time management skills.
  • Natural curiosity and active listening capabilities to thoroughly understand and address customer needs.
  • A flexible, remote-friendly work environment with a strong work-life balance
  • Opportunities to grow and develop
  • Fast-growth Australian-owned company
  • A workplace where innovation is our way of life
  • Personal Development budget for all staff
  • Access to Employee Stock Ownership Plan
  • 401K matching
  • 20 days PTO/year from day 1
  • Work on a product that makes a real social impact on the world
  • Generous Parental Leave policy
  • Global opportunities!
    • Know more:
    By checking us out on all the usual platforms, and especially our About Us https://www.recordpoint.com/about
     
    How to apply:
    Click the 'apply now' button send us your CV.
    RecordPoint is an equal opportunities employer.
    We offer a fast-paced, dedicated and enjoyable environment, working with some of the best people in the industry.
    If you want to know what to expect from a RecordPoint application process, read more here: https://www.recordpoint.com/careers
     
    No recruiters please, we've got this one covered.
    You will need to pass a police background check to be eligible for employment at RecordPoint.

    Know more:
    By checking us out on all the usual platforms, and especially our About Us https://www.recordpoint.com/about
     
    How to apply:
    Click the 'apply now' button send us your CV.
    RecordPoint is an equal opportunities employer.
    We offer a fast-paced, dedicated and enjoyable environment, working with some of the best people in the industry.
    If you want to know what to expect from a RecordPoint application process, read more here: https://www.recordpoint.com/careers
     
    No recruiters please, we've got this one covered.
    You will need to pass a police background check to be eligible for employment at RecordPoint.

    Location & Eligibility

    Where is the job
    New York, United States
    Remote within one country
    Who can apply
    US
    Listed under
    United States

    Listing Details

    Posted
    February 26, 2026
    First seen
    March 26, 2026
    Last seen
    June 6, 2026

    Posting Health

    Days active
    71
    Repost count
    0
    Trust Level
    49%
    Scored at
    June 6, 2026

    Signal breakdown

    freshnesssource trustcontent trustemployer trust
    Apply for this position
    Recordpoint
    Recordpoint
    lever
    Employees
    125
    Founded
    2008
    Domain
    recordpoint.com
    Jobs
    View 8 jobs
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    RecordpointAccount Executive (Financial Services)USD 200000–350000
    Apply Now