Account Executive (Financial Services)

Reposted 7 Days Ago
Hiring Remotely in United States
Remote
Senior level
Information Technology • Software • Analytics
The Role
The Account Executive drives sales in financial services, collaborating with partners, managing client relationships, and achieving revenue goals through consultative selling and strategic engagement.
Summary Generated by Built In

The Impact You’ll Have:

  • Collaborate closely with strategic partners such as Databricks, Microsoft Azure, Fivetran, and Sigma to co-sell and deliver high-impact data transformation and AI solutions to enterprise clients.

  • Proactively identify and engage prospective clients through research, outreach, and relationship-building, securing meetings with key decision-makers and influencers.

  • Leverage and expand your professional network to generate qualified leads, while using cold outreach when needed to maintain a healthy and actionable pipeline.

  • Execute multi-channel business development campaigns including outbound calls, targeted emails, social engagement, and event participation—to boost brand presence and drive opportunity creation within your territory.

  • Craft compelling pursuit strategies and tailor sales narratives to win business, keeping deals on course through all phases of the buying cycle.

  • Own the customer relationship end-to-end ensuring alignment across sales, delivery, and customer success to maintain the highest levels of client satisfaction and account health.

  • Consistently achieve or exceed quarterly and annual revenue goals across key service lines, including Data Engineering, Platform Modernization, and AI/ML Consulting.

  • Demonstrated success closing complex deals with a proven ability to expand initial wins into multi-million-dollar strategic partnerships.

  • Work collaboratively with cross-functional teams—including sales leadership, solutions engineers, and marketing to design and deliver tailored proposals that address client needs.

  • Navigate complex enterprise environments to identify stakeholders across lines of business, understand buying dynamics, and engage budget holders and champions.

  • Maintain rigorous pipeline hygiene and forecasting discipline, regularly updating deal progress and sales metrics to ensure accurate visibility.

  • Develop a deep understanding of client priorities and business drivers, advocating for their needs and guiding them through the solutioning process with insight and empathy.

What We’re Looking For:

  • Deep Expertise & Results-Driven – You bring 7+ years of success in consulting sales, solution delivery, or technical roles, with a strong track record of driving outcomes and surpassing goals. You’re well-versed in the technology services sector, ideally with exposure to cloud, data, or AI-driven solutions and excel at uncovering client challenges, qualifying opportunities, and positioning sophisticated service offerings.

  • Master of Consultative Selling – You apply business insight, sales discipline, and technical fluency to deliver value at every touchpoint. Your approach is research-informed, detail-oriented, and grounded in delivering consistently high-quality outputs.

  • Entrepreneurial Spirit & Initiative – You go beyond defined responsibilities to make meaningful contributions. You challenge conventional thinking with innovative strategies and proactively tap into organizational resources to create momentum.

  • Accountable & Outcome-Oriented – You own the end-to-end success of your work, take responsibility when things don’t go as planned, and constantly raise the bar by setting and achieving ambitious goals.

  • Trusted Relationship Builder – You lead with authenticity and empathy, skillfully managing complex client dynamics and cultivating long-term relationships—including with senior stakeholders.

  • Executive-Level Communicator – You bring confidence, polish, and clarity to every interaction. Excellent communication skills across written, verbal, and presentation formats, with the ability to influence both technical and executive audiences.

  • Committed to Growth – You’re intellectually curious and self-motivated, continuously learning and adapting to stay at the forefront of evolving technologies and market trends. Thrives in dynamic, fast-paced environments, particularly those experiencing rapid growth and scale.

  • Domain Knowledge: Background prospecting and building customer base in the Financial Services industry, preferably in the banking sector.

Travel:

  • Willing and able to travel up to 50%, depending on client and partner engagement needs.

Education:

  • 4-year Bachelor's degree is preferred.

Benefits:

  • Health Insurance : Employees and their eligible family members including spouses, domestic partners, and children are eligible for coverage from the first day of employment.

  • Paid Time Off : Start your career at SunnyData with a minimum of 15 days Paid Time Off annually, plus nine paid company Holidays.

  • An opportunity to grow your technical and people skills, lead teams on complex customer projects that are highly innovative and cutting edge. Great opportunity to grow in your career with the right level of focus, innovation and customer centricity with a high growth consulting company dedicated to Databricks.

Compensation Overview:

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

Our Commitment to Diversity and Inclusion:

At SunnyData, we are committed to fostering a diverse and inclusive culture where everyone can excel. We take great care to ensure that our hiring practices are inclusive and meet equal employment opportunity standards. Individuals looking for employment at SunnyData are considered without regard to age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other protected characteristics.

Why Join SunnyData?

  • Innovative Environment: Work with cutting-edge technologies and industry leaders in data engineering and AI.

  • Customer Impact: Make a real difference in how businesses leverage data for strategic decision-making.

  • Career Growth: Opportunities for professional development and career advancement.

  • Collaborative Culture: Join a supportive team that values collaboration and knowledge sharing.

If you are passionate about data engineering and enjoy engaging with clients to solve their most challenging problems, we would love to hear from you. Apply today and become a key player in SunnyData's success story.

Top Skills

AI
Data Engineering
Databricks
Fivetran
Azure
Platform Modernization
Sigma
Am I A Good Fit?
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The Company
HQ: Minneapolis, Minnesota
103 Employees

What We Do

SunnyData is a Databricks-centered partner with deep Data Engineering roots, exclusively focused on migrating, modernizing and scaling data solutions on the Databricks platform. We bridge the gap between concept and real-world impact, recognizing that a solid Data Engineering foundation is essential for successful AI, ML, Data Science, and Analytics projects. Our expertise ensures that advanced technologies are implemented effectively, turning lab-driven innovation into tangible business outcomes and measurable ROI. Founded by data architects and engineers with a proven track record, our leadership team includes early adopters of Spark and leaders in Apache big data projects. With over 20 years of experience across Cloudera, Informatica, and phData, our team features a Databricks MVP, enabling us to solve the most complex data challenges. What We Specialize In: + Data Engineering + Data Migrations to Databricks + GenAI & Data Science + Data & AI Governance with Unity Catalog * Our deep industry expertise in Financial Services, Healthcare & Life Sciences, and Retail enables us to deliver highly contextualized solutions for regulated and data-driven sectors. We operate and deliver from both the USA and Uruguay. We chose Uruguay for its strategic location (within 3 hours of all U.S. timezones), top-tier data talent (#1 exporter in LATAM), and innovative culture, providing the fastest internet in LATAM and offering universal and free quality education.

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