Senior Account Executive, Existing Business - Financial Services

AlphaSense
United States
RemoteCareer-pivot friendly

Who this role is best for

Existing Business Sales professionals with deep Financial Services experience and a track record of upselling will find this role in a high-growth SaaS environment.

Best fit for

  • Candidates with 7+ years of B2B SaaS sales experience in Financial Services (buy and sell side)
    — “7+ years of relevant sales experience with a B2B SaaS solution and a customer network in the Financial Services market (buy side and sell side)”
  • Individuals who can build enterprise-level relationships and advocate for complex sales
    — “Able to prospect and build a pipeline, from identifying the right opportunities to gaining access to the right levels of and across an organization; influencing and building advocacy to create the conditions for enterprise”
  • Candidates with strong communication skills and the ability to simplify complex concepts for clients
    — “Able to distill and explain complex issues in simple terms”

Things to consider

  • Monthly or quarterly client travel is expected, which may involve time away from remote work
    — “Able to travel to clients monthly or quarterly based on business needs”

How to stand out

  • Highlight your success in upselling and deepening existing client relationships in your resume
    — “This is a farming role focused on upselling existing client relationships”
  • Showcase your experience in influencing enterprise-level stakeholders and building advocacy
    — “Influencing and building advocacy to create the conditions for enterprise”
  • Emphasize your ability to collaborate with marketing and product teams to drive client engagement
    — “Partner closely with our marketing team to expand brand awareness”
Pace · Fast PacedCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • upsold existing client relationships
  • achieved sales targets
Typical background
7+ years B2B SaaS sales experiencefinancial services network

Skills & requirements

Required

B2B Saas SalesFinancial Services MarketSales TargetsClient Relationship ManagementProduct Demos

Preferred

Market ResearchProduct Needs Gathering

Stack & domain

B2B Saas SolutionSales ExperienceMarket IntelligenceProspectingBuilding RelationshipsCommunicationFinancial ServicesSales

About the role

Original posting from AlphaSense via Greenhouse

About AlphaSense: 

AlphaSense is the AI platform redefining market intelligence and workflow orchestration, trusted by thousands of leading organizations to drive faster, more confident decisions in business and finance. The platform combines domain-specific AI with a vast content universe of over 500 million premium business documents — including equity research, earnings calls, expert interviews, filings, news, and internal proprietary content. Purpose-built for speed, accuracy, and enterprise-grade security, AlphaSense helps teams extract critical insights, uncover market-moving trends, and automate complex workflows with high-quality outputs. With AI solutions like Generative Search, Generative Grid, and Deep Research, AlphaSense delivers the clarity and depth professionals need to navigate complexity and obtain accurate, real-time information quickly. For more information, visit www.alpha-sense.com. Come join us.

Reporting to: Sales Director, Existing Business - Financial Services

About The Role

We are looking for an entrepreneurial, driven, and accomplished Existing Business Sales professional to join our growing US team, focused on growing existing client relationships and selling to the Financial Services market. This is an opportunity to join a high-growth company and sell an award-winning product that is rapidly getting adopted across the market internationally, and this person will be able to make a significant contribution to the company’s growth and future success.

Who You Are

7+ years of relevant sales experience with a B2B SaaS solution and a customer network in the Financial Services market (buy side and sell side)

Proven track record of achieving sales targets; we are building a team of top sales performers and a great winning culture, so looking for people who share the same experience and values and together we can continue on our explosive growth

Able to prospect and build a pipeline, from identifying the right opportunities to gaining access to the right levels of and across an organization; influencing and building advocacy to create the conditions for enterprise

Energetic and creative individual, possessing natural curiosity with the ability to learn quickly

Reputation for consistently delivering results and setting the example for work ethic, initiative, enthusiasm, and commitment

Strong ability to develop rapport with new people, and to maintain relationships, combined with a positive, outgoing personality

Outstanding oral, written and presentation skills

Able to distill and explain complex issues in simple terms

An expert communicator with the ability to comfortably communicate across all levels of an organization

Able to travel to clients monthly or quarterly based on business needs

What You'll Do

Take responsibility for the end-end sales processes in your territory, targeting hedge funds, asset managers, investment bankers, and sell-side research departments.

This is a farming role focused on upselling existing client relationships, requiring you to research opportunities, initiate discussions, prospect new teams, conduct demos, manage product trials, and close sales.

Forecast accurately and develop the necessary pipeline to meet and exceed goals

Partner closely with our marketing team to expand brand awareness

Work closely with our Product Specialist team during trials to ensure client engagement

Gather and pass on information on market and client product needs to sales, product management, content, and product marketing to help us continually enhance our products

For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below.

We offer a competitive benefits program, a generous commission plan with uncapped earning potential as well as equity.

Base Compensation Range$143,000—$197,000 USDAlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.

In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.

Recruiting Scams and Fraud

We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note:

AlphaSense never asks candidates to pay for job applications, equipment, or training.

All official communications will come from an @alpha-sense.com email address.

If you’re unsure about a job posting or recruiter, verify it on our Careers page.

If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.

Source: AlphaSense careers (Greenhouse)

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