Recordpoint1mo ago

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USD 200000–350000/yr

Account Executive (Financial Services)

United States·New YorkRemoteFull Time - Remotemid

SalesAccount Executive

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Quick Summary

Overview

About RecordPoint: RecordPoint is the data and AI governance platform that empowers highly regulated organizations to make compliance provable, decisions defensible,

Technical Tools

SalesAccount Executive

About RecordPoint:

RecordPoint is the data and AI governance platform that empowers highly regulated organizations to make compliance provable, decisions defensible, and AI safe to scale across every system. We're a disruptor in our industry, set apart from competitors by our cutting-edge technology and innovation-first mindset.Our customer list includes top-tier brands and government agencies like the City of New York, Security Benefit, City of Seattle, CMHC (Canada Mortgage Housing Corporation), Cupertino Electric, Pacific Gas & Electric (PG&E), City of Seattle, Rio Can, Williams, The United Church of Canada and LOTT Clean Water Alliance, to name a few.But there's more to us than what we do — like the who behind it all. Team RecordPoint is made up of 130+ tech-driven professionals at the top of their respective fields. Together, we foster a supportive, collaborative, and transparent environment, working toward the singular goal of continually improving.

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

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

or our Life at RecordPoint blog: https://www.recordpoint.com/blog/what-its-like-to-work-at-recordpoint

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

Listing Details

Posted: June 16, 2026
First seen: June 16, 2026
Last seen: August 2, 2026

Posting Health

Days active: 0
Repost count: 1
Trust Level: 81%
Scored at: June 16, 2026

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Recordpoint

lever

The RecordPoint Data Trust platform helps highly regulated organizations manage data throughout its lifecycle to ensure data is right where it should be.

Employees

125

Founded

2008

Domain

recordpoint.com

Jobs

View 9 jobs

View company profile

Salary

USD 200000–350000

per year