boxinc

Enterprise Account Executive, Financial Services

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At a Glance

Location
United States
Experience
5+ years
Posted
2026-02-02T10:04:30-05:00

Key Requirements

Domain Knowledge

  • Finance
  • SaaS

Requirements

5+ years of work experience in Sales with a track record of success, working with Financial Services institutions.

Understanding of how Financial Service institutions operate and ability to get multi-threaded across these institutions

Demonstrated adaptability in learning about new technology and products

Have clear examples of closing complex deals and your sales process

Effectively uses a repeatable method for uncovering greenfield opportunities and building out a new territory

Experience in building professional relationships with a diverse range of stakeholders, including senior executives

Responsibilities

Source and close net new logos within a given territory within the Financial Services vertical, specifically across Retail Banking, Capital Markets, and Wealth & Asset Management institutions

Research and understand your customers and prospects to gain insight into their business challenges and Box value proposition

Influence and drive the sales process while managing through multi-layer stakeholders in Enterprise organizations

Exercise judgment in selecting methodologies, techniques and evaluation criteria throughout the sales process

Collaborate with internal partners to move deals forward and ensure customer success