Enterprise Account Executive, FSI

Overview

In this role you drive growth in the Financial Services sector by selling Anaplan’s AI-infused planning platform to banks, insurers and funds. You engage executive-level buyers, shape the business value of the solution, and lead end-to-end opportunity management across multiple targets. You’ll work with cross-functional teams to forecast, expand accounts, and apply value-based selling. This is a high-impact role that helps customers move from siloed decision-making to connected planning.

Responsibilities

• Identify and pursue strategic logos in Financial Services; articulate Anaplan’s value to C-suite and VP-level buyers
• Lead end-to-end opportunity management across multiple targets and functions
• Deliver executive-ready presentations and align prospects around the Anaplan solution
• Drive account expansion through cross-selling and upselling opportunities
• Apply value-based selling methodologies to manage sales processes and forecasting
• Collaborate with Sales Development, Marketing, Solution Consultants, and Customer Success to advance deals

Key requirements

• Extensive experience and network in Financial Services (banks, insurance, funds)
• Consultative SaaS sales experience with Fortune 2000 companies (preferred)
• Hunter mindset with proven growth and quota attainment
• Track record of multiple high six-figure ACV deals
• Strong VP/SVP level engagement and executive presentation skills
• Experience with complex partner and internal teams; ability to manage 3–5 opportunities simultaneously
• Business/Finance/Economics degree or equivalent experience

• Growth mindset
• Executive communication
• Cross-functional collaboration
• Outreach
• SFDC
• LinkedIn Sales Navigator

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