Founding Account Executive selling Insait’s production-grade AI platform to North American banks and credit unions. Building self-sourced pipeline and defining the company’s enterprise sales playbook.
Responsibilities
Own the full sales cycle across a defined North American territory
Target banks, community credit unions and financial institutions with $500 million–$20 billion in assets under management
Build and manage a self-sourced pipeline of mid-market and regional financial institutions across North America
Self-source the majority of pipeline, particularly in the first year
Run sales cycles from initial outreach through commercial close
Manage deals typically valued at $80k–$300k ARR
Develop deep knowledge of account data infrastructure, digital banking strategy, marketing function and stakeholders
Run product demonstrations translating predictive analytics and AI advisor capabilities into revenue and engagement outcomes
Work with the CEO and product team to provide market intelligence for roadmap and positioning decisions
Attend industry events to build presence and pipeline
Establish Insait's North American sales process, objection handling and playbook
Report directly to the CEO and participate in weekly leadership calls
Requirements
5–9 years of B2B SaaS sales experience
At least 3 years selling to financial services institutions
Demonstrable track record of closing net-new logo business in the $80k–$300k ACV range
Experience selling a data, analytics, marketing technology or AI platform to a financial services buyer
Proven experience selling to CROs or other revenue leaders at financial institutions
Ability to build business cases around revenue growth, cross-sell and customer acquisition
Comfortable navigating multi-threaded deals involving IT, marketing, data and C-suite stakeholders
Experience at a startup with fewer than 100 employees
Experience building pipeline from scratch without a fully formed SDR team or extensive marketing support
North America-based
Established relationships in the US banking or credit union ecosystem preferred
Ability to build and progress pipeline without inbound or SDR support
Strong qualification skills
Ability to map accounts, identify economic buyers, champions and blockers, and build multi-threaded engagement strategies
Ability to structure deals, handle procurement friction and close effectively
Sufficient knowledge of data and AI concepts to run credible product demonstrations and handle technical objections
Ability to translate product capabilities into business outcomes
Competence with CRM, sales engagement tooling and pipeline management
Strong written, video-call and in-person communication skills
Resilience in enterprise fintech sales
Benefits
Direct access to the CEO
Meaningful input into product roadmap, pricing and go-to-market strategy
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