Account Executive, Financial Services at Clari (South Bay or Remote)

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Clari uses AI and automation to drive growth and retention for high-performing revenue teams. Clari’s market-leading Revenue Operations Platform is currently processing over $300 billion in pipeline each year, and is used by over 100,000 marketing, sales, and customer success professionals across 170 countries. Customers include market leaders like Adobe, Zoom, Qualtrics, UiPath, Okta, and Workday. We constantly hear from our customers that Clari is required equipment, and that we’ve changed their lives and the trajectory of their businesses. It never gets old, and we never take it for granted. Together, we help others realize their fullest potential by transforming their revenue operations to be connected, efficient, and predictable.

The very best Go-To-Market teams (Sales, Marketing, Customer Success, etc) across the globe rely on Clari every day to help accelerate their most important strategic growth initiatives. As a member of the Clari sales team, your charter will be to deliver value to these companies at the CRO, CMO, CFO, CIO, and even CEO/Board level. You will be selling to, and alongside, many of the SaaS industry’s most distinguished Masters of Revenue. For those sellers truly looking to be one of the best in the world at their craft, Clari is like an accelerated executive MBA on B2B revenue operations.

This role is unique in that you’ll support one of the company's most strategic growth areas, Clari’s expansion into new industry verticals. As one of the first members of this new team, you’ll be working closely with, and reporting directly to, our VP of Industry Solutions to build & execute a world-class sales motion within the Financial Services landscape. Your specific focus will be selling into Investor Relations, Investment Banking/deal management teams, and other B2B segments within investment funds, banks, financial institutions, and financial services providers.

Critical to your success in this role will be your ability to quickly establish, align with, and empower cross-functional team members with a strong POV on the Go-To-Market motion within this vertical. This includes understanding their strategic initiatives, sales process & org design, and revenue operations (pipeline/deal mgmt & forecasting practices, CRM practices, GTM technologies, etc).

We are seeking proven high performers to over-achieve sales & pipeline objectives while establishing long-term relationships within assigned net new logo named accounts.

In partnership with a dedicated BDR & Solution Engineer, you will be responsible for managing the entire sales cycle from initial contact to closing the deal and post-sales transition. There will be a heavy emphasis on creative prospecting, account prioritization, whitespace penetration, pipeline build, achieving quarterly & annual ARR targets, and sales execution.

This is a fully remote opportunity and can be worked from any location in the United States.

Responsibilities

  • Target, open, and close net new logo-named accounts within investment funds, banks, financial institutions, and financial services providers
  • Pitch, demo, and creatively solution Clari for VPs, Managing Partners, Digital Transformation Teams, heads of IT, sales leaders, C-Suite, & other revenue stakeholders
  • Manage larger enterprise deals from the first call to close 
  • Collaborate with Marketing on industry-specific content needs and targeted demand generation campaigns
  • Partner with a Revenue Development Representative to create new opportunities
  • Partner with product management to help shape future roadmap in order to best serve these new industries

Qualifications

  • 5+ years of field selling experience either within, or targeting investment funds, banks, financial institutions, and financial services providers; ideally with SaaS sales expertise also
  • Experience managing 6-9 month sales cycles targeting c-level executives
  • Proven ability to close six and seven-figure ARR contracts
  • Hunter - appetite for targeting, pursuing, and closing new accounts
  • GM/Entrepreneurial Mindset - ability to take a “CEO” approach to running your territory
  • Business Savvy - ability to identify and sell around strategic business initiatives
  • Dynamic Presentation Skills - Ability to engage & hold the attention of c-level executives for 30-90 minutes both virtually and live

Benefits and Culture

  • Team-bonding activities and company-wide events
  • Flexible working hours and remote opportunities
  • Internet, phone, and wellness reimbursements
  • Paid maternity and paternity leave
  • Fertility support
  • 401(k) and college savings plan
  • Pre-IPO stock options

#LI-Remote #BI-Remote

You’ll often hear our CEO talk about “Being Remarkable.” To Clari, remarkable means many things. First and foremost, we believe in providing work that’s interesting and meaningful, in an environment that’s nurturing and inclusive, that is free from discrimination for each and every team member without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, gender identity, or veteran status. Efforts have to be recognized. Voices have to be heard. And work/life balance has to be baked into the very fiber of the company. We are honored to be recognized by Inc. Magazine and Bay Area News Group as a best place to work, several years running. We’d love to have you join us on our journey to remarkable!

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Candidate Location Eligibility:
Albuquerque, NM
Ann Arbor, MI
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, AL
Boise, ID
Boston, MA
Buffalo, NY
Charleston, SC
Charlotte, NC
Chicago, IL
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Cleveland, OH
Colorado, CO
Columbus, OH
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Other US Location
Palm Bay-Melbourne-Titusville
Pensacola, FL
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Phoenix – Mesa – Scottsdale, AZ
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St. Louis, MO
Tallahassee, FL
Tampa Bay, FL
Tucson, AZ
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Washington DC
Wichita, KS
Wilmington, NC

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • JavaLanguages
    • JavascriptLanguages
    • SqlLanguages
    • AWSLanguages
    • D3JSLibraries
    • jQueryLibraries
    • jQuery UILibraries
    • ReactLibraries
    • MongoDBDatabases
    • TableauAnalytics
    • FigmaDesign
    • PhotoshopDesign
    • AsanaManagement
    • Google DriveManagement
    • Google DocsManagement
    • JIRAManagement
    • SalesforceCRM
    • SlackCollaboration
    • ZoomCollaboration

An Insider's view of Clari

What are some social events your company does?

Every year Clari has a company-wide offsite where we go “glamping” for one night off the Pacific Coast in California. This is a time where we unplug from work and our busy lives to embrace the present and recharge as an organization. This two-day event exemplifies how remarkable our team and culture are at Clari.

Anmol

Associate Product Manager

How do you collaborate with other teams in the company?

Clari's culture fosters a welcoming environment for openness and collaboration across the organization. Everything is done in a "Jazz Band" fashion here, allowing for innovative ideas and stronger results. The Talent Team at Clari works collaboratives across many teams including Finance, Business Operations, executive staff, and more!

Nina

Manager, Talent Acquisition

What are some things you learned at the company?

I have had the chance to work on projects that have made a huge impact and that I would be remembered for. I’ve improved incident response management and have touched all parts of our infrastructure. I like how I can be both well-rounded and a subject matter expert in multiple areas at Clari.

Rabiya

Engineering Manager, Cloud Platform

How do your team's ideas influence the company's direction?

There are tradeoffs between a big company and a start-up, but one of the most rewarding parts of working at Clari is the impact an individual can make at any level. We're a pretty flat org that prioritizes good ideas over titles. There’s nothing that screams high performer more than someone that comes to me with a fresh idea for how we can improve!

Holly

SVP, Global Head of Sales

What does your typical day look like?

The ability to adapt and continuing to learn to stay relevant is just one aspect of becoming a successful engineer. Having a positive attitude, curiosity, investing time and effort to build a great work relationship with teammates, communication skills and empathy will ensure a longer term successful career as a technologist.

Priyanka

Senior Principal Software Engineer

What are Clari Perks + Benefits

Clari Benefits Overview

Clari focuses on culture add, not culture fit. One of our values is One with Customers, and we know we can serve them better when we involve as many different perspectives as possible. Our team is made stronger by what makes you unique, so we hope you’ll bring your whole self to the job.

Culture
Volunteer in local community
Clari participates in local volunteer activities such as Sacred Heart and Save our Shores, as well as national organizations.
Partners with Nonprofits
Clari Cares Foundation's mission is to serve and empower communities through giving partnerships, technology, education, and volunteer work.
Friends outside of work
Eat lunch together
Intracompany committees
Clari has over 9 ERGs that provide support and help in personal or career development and to create a safe space where employees can bring their whole selves to the table.
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity manifesto
Diversity Employee Resource Groups
Help Clarians realize their fullest potential by promoting an environment where every Clarian feels recognized, respected, and safe bringing our whole selves to our workplace. We have 9+ ERGs @ Clari.
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Team workouts
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Clari offers US paid leave of up to 14 weeks for maternity leave and six weeks for non-birthing parents.
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Return-to-work program post parental leave
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Some Meals Provided
Clari provides a catered lunch option for those who are present in our Sunnyvale, CA office.
Happy Hours
Parking
Pet Friendly
Recreational Clubs
Fitness Subsidies
Home Office Stipend for Remote Employees
Professional Development Benefits
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
The Professional Development Stipend is designed to provide flexible support to employees that can be used toward a variety of eligible activities.
Time allotted for learning
Customized development tracks

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