Qualtrics
At Qualtrics, our mission is to build technology that closes experience gaps.

Account Executive - Financial Services Industry

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The Qualtrics XM Platform™ is a system of action that helps businesses to attract customers who stay longer and buy more, to engage and empower employees to do the best work of their lives, to develop breakthrough products people love, and to build a brand people can’t imagine living without.


Joining Qualtrics means becoming part of a team bold enough to chase breakthrough experiences - like building a technology that will be a force for good. A team committed to diversity, equity, and inclusion because of a conviction that every voice holds value, with a vision for representation that matches the world around us and inclusion that far exceeds it. You could belong to a team whose values center on transparency, being all in, having customer obsession, acting as one team, and operating with scrappiness. All so you can do the best work of your career.


We believe every interaction is an opportunity. Are we yours?

*Currently accepting applications and creating a talent pool, however, this role is not anticipated to be offered and started until end of Q3 2023 or later.

About the Team:

Our Financial Services Industry team is a group of highly driven individuals dedicated to closing experience gaps Financial Services corporations in North America. Our SaaS platform is used to help some of the largest Financial Services organizations in the world drive action with pre-built experience management (XM) programs and projects that anyone can use. 

As a Financial Services Industry Account Executive, your overarching objective is to drive company revenue growth through net new customer acquisition and expansion in our current customer base.

The Challenge:

  • Sell the Qualtrics Platform and become a trusted advisor to C-Suite, Director and VP level leaders across the Financial Services Vertical
  • Engage with clients at all points of the sales cycle - including prospecting, product demonstrations, on-site presentations, through close
  • Drive net-new revenue growth through new logo acquisition and expansion of current accounts
  • Be a thought leader and customer advocate with partners to elevate the adoption of experience management (XM) in Financial Services
  • Meet quarterly and annual objectives and key results
  • Build strategic account plans to grow the existing business and to identify new opportunities with customers and through partners

The Expectation for Success:

  • Minimum 3-5 years of experience selling SaaS solutions 
  • Successful track record in achieving assigned targets within the financial services vertical
  • Successful track record providing executive-level impact to financial services clients and partners
  • Ability to learn and understand product solutions and features with excellent verbal and written communication skills
  • Strong quantitative, analytical and conflict resolution abilities
  • Experience using enterprise sales processes such as MEDDIC
  • Experience using CRM such as Salesforce or Microsoft Dynamics and measuring system compliance
  • Bachelor’s degree or higher is required
  • Preference for candidates to be based in a US Qualtrics Office with the ability to travel 25% of the time

What differentiates us from other companies:

  • Work life integration is deeply important to us - we have frequent office events, team outings, and happy hours
  • Qualtrics Experience Program - $1,800 for an experience of your choosing (eligible after a year)
  • We take pride in our office design aiming at fostering creativity from our rooftop views to an open and collaborative work space.
  • 30 paid days off - 15 PTO + 5 Personal Days + 10 Holiday Closures (additional after a year)
  • On top of standard benefits package (medical employees and their families, dental, vision, life insurance, etc) we provide snacks, drinks, and free lunches in our office
  • We believe in sharing Qualtrics success which is part of the compensation for all employees

 

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What are Qualtrics Perks + Benefits

Qualtrics Benefits Overview

We recognize the importance of a benefit program that focuses on overarching wellness for our team and their families. By providing a robust program, we ensure that our teams can do their best work. This means we've built comprehensive benefit programs for our global teams, curating options to fulfill a wide range of needs and to provide an effective security net for both our team and their dependents.

We use a benefits survey to help shape our benefits programs around what’s important to our people. We listen and aim to create inclusive, equitable packages that support our employees and their well-being. Our benefits include "the usual" - health care options, dental, and vision - alongside strong 401k options and other options like legal services, dependent care FSA accounts, transit FSA accounts, and others. We also have some stars of the show - our global employee assistance program, the global wellness reimbursement, our global mental health benefit, a global benefit for adoption and surrogacy, and the experience bonus program.  

Culture
Partners with nonprofits
We go beyond partnering with nonprofits. For Qualtrics, 5 For the Fight is our company's core nonprofit focus. Discover the whole story at www.5ForTheFight.org. We're #AllIn until cancer gives in.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Quarterly engagement surveys
In-person all-hands meetings
Every Monday we host our company all-hands. In the offices, there's a breakfast or snack, and we broadcast for everyone who isn't in. Topics range from performance updates to customer visits.
In-person revenue kickoff
President's club
Flexible work schedule
Remote work program
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Mandated unconscious bias training
In 2020, we launched our global unconscious bias program. We aim to provide our employees with the tools to block and tackle the various types of biases that exist.
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
We have ERGS championing people with disabilities, LGBTQ+, Veterans, Underrepresented Minorities, and Women's Leadership Development.
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Our Wellness program includes not only an employee assistance program but, starting in 2022, will also include a Wellness bonus that employees can use on services to support their overall wellbeing.
Mental health benefits
Abortion travel benefits
Financial & Retirement
401(K)
401(K) matching
Company equity
Equity grants are considered annually based on performance and seniority level, and undergo annual refreshes.
Employee stock purchase plan
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Qualtrics's parental leave is 6 weeks for all parents. Birthing parents are given an additional 6-8 weeks and have the option to take 2 weeks off before delivery.
Family medical leave
Adoption Assistance
We reimburse up to $10000 for eligible adoption expenses and 6 weeks of paid leave for the parent who is taking the role as the primary caregiver.
Return-to-work program post parental leave
Company sponsored family events
Qualtrics has several events during the year that look to actively include our families, from the annual summer party to welcoming your family on-site for visits.
Fertility benefits
Vacation & Time Off Benefits
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Qualtrics offers unlimited sick days, which covers not only the employee but immediate family members. Kids are sick? Stay home without burning your vacation days.
Flexible time off
Bereavement leave benefits
Office Perks
Commuter benefits
Company-sponsored outings
Free daily meals
We serve catered lunch every day!
Free snacks and drinks
Company-sponsored happy hours
Onsite office parking
Pet friendly
Recreational clubs
Relocation assistance
Fitness stipend
Qualtrics's Wellness Reimbursement is $300 per quarter for wellness activities including gym memberships, spa massages, workout equipment, meditation apps, and much more.
Home-office stipend for remote employees
Qualtrics's Work From Home Stipend is $750 for new employees to use in their first 45 days of employment.
Mother's room
Onsite gym
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Online course subscriptions available
Customized development tracks

Additional Perks + Benefits

We additionally cater snacks to the company all-hands meeting each week. You can expect to find semi-annual swag distributions (summer & winter), as well as swag giveaways in the offices. Our Benefits team has always looked to maximize our benefits. Our benefits packages and workspaces are always subject to revision—but only for the better.

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