About the role
At Outset, a company revolutionizing user research with AI-powered interviews, the Account Executive role focuses on the Financial Services sector. The team serves major enterprises by providing faster, scalable qualitative insights that traditional research methods cannot match. This position is part of the sales department and involves working closely with financial institutions like banks, insurers, and fintechs to drive adoption of Outset's innovative research platform.
The Account Executive will manage the entire sales cycle, from prospecting to closing deals and expanding accounts within financial services organizations. Key responsibilities include building relationships with Market Research and Customer Insights teams, conducting demos tailored to financial services research needs, and navigating complex enterprise sales processes involving compliance and security. Collaboration with marketing, product, and customer success teams is essential to align strategies and support growth.
Candidates should have over five years of B2B SaaS sales experience, specifically with financial services clients, and a proven record of exceeding sales quotas. Strong networks within market research leadership and familiarity with vendor risk and compliance in regulated environments are important. The role requires excellent communication skills, independence, and willingness to travel up to 40%. Experience with research, CX, analytics, or AI solutions is a plus. The position offers a hybrid work setup with locations in San Francisco, New York City, and remote options.