Account Executive (Financial Services)

Join Windfall, a leading data enrichment company, as an Account Executive in the Financial Services team. In this full-cycle, quota-carrying role, you will own new business generation within financial services enterprises, apply consultative selling, and partner closely with Solutions Engineering and Revenue Operations. You will conduct account research, build and manage your pipeline, deliver tailored pitch materials, and own deal negotiation and closure. Enjoy a range of benefits, including medical, dental, and vision coverage, retirement benefits, paid time off, and stock options.

• Conduct account and prospect research and execute strategic, targeted outreach against a defined FS account list.
• Build and manage pipeline primarily through self-sourced, cold outbound prospecting (calls, emails, social), supplemented by industry trade shows/conferences and relevant online engagement platforms.
• Apply consultative selling to understand FS-specific pain points (e.g., data quality, compliance, prospecting/underwriting efficiency) and to position Windfall's solution accordingly.

• Extensive understanding of data and its many applications/use cases
• Minimum of 3 years at the Account Executive level, with consultative technology sales experience with a verified track record of exceeding quota
• Must be able to remain focused in the face of many competing interests
• Bachelor’s degree
• Extensive experience with sales tools - Salesforce, Outreach/Groove, LinkedIn, ZoomInfo, etc
• Ambitious, driven, and detail-oriented, with an ability to manage time effectively
• Extensive experience with outbound prospecting, cultivating and multi-threading accounts, and building a robust pipeline
• Strong written and verbal communication skills
• Understanding of CRM technology & APIs
• Experience selling in a high-growth startup environment
• Solid understanding of the data businesses, paid marketing, and data analytics
• Bachelor's degree from a top-tier university
• Experience selling into financial services buyers, with vertical specialization in one or more of: wealth management, private banking, banking (national and/or regional), insurance, real estate, or alternative investments