Key Account Director - SaaS Financial Services

Posted Yesterday
Be an Early Applicant
New York, NY, USA
In-Office
140K-360K Annually
Senior level
Artificial Intelligence • Fintech • Information Technology • Business Intelligence • Financial Services
Xceptor makes data ingestion, data transformation and process digitisation easy.
The Role
Manage a portfolio of enterprise key accounts in North America within Capital Markets, driving annual revenue through upsells and new business. Own full sales cycle: identify solutions, run product demonstrations and workshops, negotiate contracts, and build relationships with senior executives to meet quota targets.
Summary Generated by Built In

ABOUT XCEPTOR

Data is at the heart of everything we do: Xceptor has been designed around data manipulation in its broadest sense. We source data from wherever it flows. We curate, normalise, validate, repair, and enrich that data so it reaches its destination in a reliable and consistent format. Data coming out of Xceptor is data our clients can trust.

We are recognised as an expert in the Financial Services vertical, which strongly aligns with Business Users in Middle and Back-Office teams. We enable these users to solve their data challenges by themselves, rather than through a technology-led project.

Our mission - we empower business users within financial institutions to build automated processes that deliver trusted data.

Our values sit at the heart of our business, driving who we are and how we work. At Xceptor, we are:

  • Client Centric; we prioritise our Clients’ experience and needs.
  • One Team; we actively support one another to achieve our goals.
  • Impactful; we focus, we innovate, we make every minute matter.
Compensation Range
  • Total OTE - $280,000 - $360,000
  • Base salary - $140,000 -$180,000 
🚀 Your Role:

Reporting to the Senior Director, Account Management Sales, North America and based in our New York office, this role sits within our Revenue infrastructure. You will be responsible for managing a portfolio of key accounts within the Capital Markets vertical covering the North American region, with a focus on driving sales with existing clients.

You will be an individual contributor with support from a team of experienced colleagues. You will apply a high level of strategic thinking and experience of the sector, in engaging with senior-level (C-Suite) stakeholders. You are comfortable managing sales at an enterprise level and demonstrate the gravitas, knowledge, and ability to represent Xceptor at the highest level.  

🧩 What You’ll Be Doing:
  • Manage a portfolio of key client accounts in North America.
  • Deliver an annual revenue target, through upsells and new business.
  • Oversee all aspects of the sales process, including identification of client solutions, relationship management, product demonstrations/workshops, and contract negotiation.  
  • Develop relationships with decision-influencing senior executives within prospect organizations. 
🎯 Who we're looking for:
  • Experience in identifying, managing, and developing large key accounts.
  • A track record including significant sales of technology-based solutions, ideally to clients in the Capital Markets and Financial Services sector.
  • Solutions-driven with a proven record of achieving/exceeding annual quota targets.
  • High level of gravitas, with experience in engaging with senior-level stakeholders.
  • Highly competent in delivering product presentations, managing client workshops, and creating use cases.
  • Excellent client-facing, communication, and interpersonal skills.
  • Demonstrated ability to think analytically and creatively to develop solutions that meet the needs.
  • Ambition
  • Curiosity
  • Accountability
  • Focused on outcomes/results
🌍 Diversity & Inclusion at Xceptor

We believe great ideas come from everywhere — and that the best teams are made up of people with different backgrounds, experiences, and perspectives. At Xceptor, we’re committed to building a workplace where everyone feels welcome, valued, and empowered to be themselves.

We know that not everyone ticks every single box in a job description — and that’s okay. If you’re excited about this role and think you could make a difference, we’d love to hear from you. Your unique skills and experiences might be just what we need, even if you don’t meet every requirement.

We celebrate diversity and are dedicated to creating an inclusive environment for all employees — regardless of race, gender identity, sexual orientation, age, disability, religion, or background.


🌗 Hybrid at Xceptor
We love the buzz of the office and the flexibility of home—so at Xceptor, you get the best of both. Our people spend 2-3 days per week in the office collaborating, brainstorming, and connecting in person. The rest is up to you. It’s all about great teamwork, balanced with the freedom to work your way.

#LI-LM1 #LI-Hybrid


Please note:

  • Xceptor works with clients in financial services and our offers of employment are subject to the satisfactory completion of background checks, which includes criminal record checks, and credit reference checks.
  • If you have any employment gaps exceeding three months within the last six years, we will request additional information and evidence to clarify those periods.

Skills Required

  • Experience identifying, managing, and developing large key accounts
  • Track record selling technology-based solutions
  • Experience selling to Capital Markets and Financial Services clients
  • Proven record of achieving or exceeding annual quota targets
  • Experience engaging senior-level (C-suite) stakeholders and enterprise sales
  • Skilled in delivering product presentations, managing client workshops, and creating use cases
  • Contract negotiation and relationship management experience
  • Excellent client-facing communication and interpersonal skills
  • Analytical and creative problem-solving to develop client solutions
  • Based in New York office; hybrid attendance (2-3 days per week)
  • Satisfactory completion of background checks, including criminal record and credit reference checks
  • Provide explanation/evidence for employment gaps exceeding three months within the last six years
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The Company
HQ: London
190 Employees
Year Founded: 2003

What We Do

Xceptor delivers no-code data automation software across the enterprise. We make data ingestion, data transformation and process digitisation easy. Our platform has the power to automate even the most complex processes, end-to-end, with a single platform. Proven by our customers. Validated by our partners. Powering industry utilities.

Why Work With Us

We offer exposure to global, blue-chip clients and an unparalleled experience of best practice. This is a fast-paced, dynamic, and highly collaborative environment where there are significant opportunities for growth and development.

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