Account Executive SaaS - US, Remote

Posted 2 Days Ago
Hiring Remotely in United States
Remote
Mid level
Artificial Intelligence • Fintech • Information Technology • Software • Financial Services
The Role
Sell Unblu's conversational engagement software to financial institutions across the full sales cycle. Build and manage pipeline, demo product, close new business and expansions, onboard partners, resolve escalations, and represent the company at industry events.
Summary Generated by Built In

About Unblu

Unblu helps the world's leading banks and insurance companies deliver conversational finance solutions. We provide highly secure engagement and collaboration software, enabling financial institutions to enrich the digital experience of their clients.

By choosing a career with Unblu, you choose to join an international and innovation-savvy company. With our head office situated in Basel, Switzerland, and additional offices in Bulgaria, Germany, the UK, Canada, and the USA, you’ll be joining an international team dedicated to shaping the future of digital engagement. While Unblu is run as an independent company with global scope, we are fortunate to have Swiss Post as our anchor shareholder, providing long-term support and vision to the company. 

The Sales Executive drives new business and expansion revenue for Unblu within the financial services sector, selling both directly to institutions and through our partner network. The role owns the full sales cycle from prospecting to close and is central to building a scalable, sustainable growth engine for Unblu's customer base.


Requirements

Duties and responsibilities:

  • Build and manage a pipeline of qualified opportunities sufficient to meet or exceed quota. 
  • Run the full sales cycle - prospecting, qualification, demoing, negotiation, and close - for both new and existing customers. 
  • Identify and evaluate potential new partners, and support their onboarding. 
  • Own escalated customer requests and issues through to resolution, acting as the customer's advocate within Unblu. 
  • Represent Unblu at industry events, conferences, and webinars.

    Skills and competencies:
  • Deep understanding of the retail banking market in Canada and the United States, from community and regional banks to large multinational institutions.
  • Deep understanding of the wealth management market, spanning small and mid-sized RIAs and independent advisors up to large-scale asset managers and institutional servicing firms.
  • Working knowledge of web technologies and how digital customer engagement channels are implemented.
  • Proven ability to demo complex software applications to technical and non-technical audiences and an ability to be self-sufficient throughout the sales cycle.
  • Strong business acumen and commercial judgment.
  • Skilled in prospecting, client consultation, problem-solving, closing, and managing multiple accounts concurrently.
  • Self-motivated and effective working independently.

Qualifications:

  • 4+ years of proven success selling client-facing software solutions.
  • 2+ years of proven success selling into the financial services industry.
  • Track record of consistently meeting or exceeding quota.

Additional Requirements:

  • Fluent in English; French is a strong asset.
  • Ability to travel within Canada and the United States and occasionally to Europe.

Benefits
  • Work alongside talented colleagues from over 30 nationalities across 8 dynamic locations.
  • Enjoy a competitive salary, 20 days of annual vacation and great referral bonuses.
  • Paid time off for all nationally recognized and local holidays, in line with Unblu's policies.
  • Comprehensive medical, dental and vision coverage through Aetna.
  • Plan for your future with Unblu's 401(k) retirement savings plan, administered through Slavic.
  • Benefit from flexible working hours and a fully remote working environment that fits your lifestyle.
  • Take advantage of our commitment to professional growth with access to the latest tools and technologies.
  • Choose the hardware and OS that suits you best — Linux, Windows or MacOS.

Make sure to have a look at our Glassdoor page too - it will give you more insights into what it is like to work for us.

Unblu is an Equal Opportunity Employer. We use Workable as our recruitment platform, which utilizes AI to help categorize and organize applications. However, every application is carefully reviewed by our HR team. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce. Please note that due to the nature of our business, all new joiners will have to complete a detailed background check, further information can be requested.

Skills Required

  • 4+ years of proven success selling client-facing software solutions
  • 2+ years of proven success selling into the financial services industry
  • Track record of consistently meeting or exceeding quota
  • Deep understanding of retail banking market in Canada and the United States
  • Deep understanding of the wealth management market
  • Working knowledge of web technologies and digital customer engagement channels
  • Proven ability to demo complex software applications to technical and non-technical audiences
  • Skilled in prospecting, client consultation, problem-solving, closing, and managing multiple accounts concurrently
  • Self-motivated and effective working independently
  • Fluent in English
  • French language skills
  • Ability to travel within Canada and the United States and occasionally to Europe
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The Company
HQ: Basel
97 Employees
Year Founded: 2008

What We Do

Founded in 2008, Unblu is a Digital Client Interaction Platform that has been part of Swiss Post Ltd since 2022. Unblu empowers financial institutions to become the trusted partner in the lives of their customers through a blend of advanced AI, messaging, video & voice, visual collaboration, and innovative in-person service experiences. With us, retail banks, credit unions, private banks, and wealth management firms are better able to encourage self-service adoption, increase customer satisfaction, improve operational efficiency, and generate additional revenue.

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