Account Executive (Financial Services)

OpsGuru

$100K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7+ years selling enterprise technology or consulting solutions, closing complex six- to seven-figure deals
  • Experience with Financial Services organizations such as banks and fintechs
  • Deep knowledge of regulatory, security, and compliance requirements for technology in Financial Services
  • Familiarity with AWS and cloud technologies including AI and data analytics
  • Track record of selling professional or managed services with multiple stakeholders
  • Established relationships in the Financial Services sector, able to quickly build trust with leaders
  • Proven ability to navigate long and complex sales cycles

Responsibilities

  • Build and manage a pipeline of opportunities across various financial institutions
  • Develop and execute territory plans for the Northeast Financial Services market
  • Own the full sales cycle from outreach to closing deals
  • Identify opportunities in cloud modernization and AI adoption
  • Establish relationships with technology and business leaders in client organizations
  • Collaborate with AWS teams to uncover new business opportunities
  • Maintain accurate sales forecasts and manage pipeline health

Benefits

  • Pivotal role in growing OpsGuru's US team with support from an established AWS Premier Partner
  • Work alongside expert cloud architects and AWS specialists
  • Competitive compensation with a strong base salary and uncapped commission
  • Comprehensive benefits including medical insurance and 401k matching
  • Flexible working arrangements promoting work-life balance
Full Job Description
The Opportunity

This is a quota-carrying Account Executive role focused on growing our Financial Services business across the Northeast US. You'll own the full sales cycle, from prospecting and pipeline creation through negotiation and close.

You'll work directly with OpsGuru's leadership, solution architects, and AWS experts to help financial institutions modernize their technology environments, adopt AI, and solve complex cloud challenges. Success in this role comes from building trusted relationships, understanding customer priorities, and leading consultative sales conversations that connect business outcomes to technical solutions.

Financial Services is a strategic growth market for OpsGuru. We understand the challenges facing financial institutions, from regulatory requirements and legacy modernization, to the growing demand for AI and cloud adoption. We're investing in this market because we see a significant opportunity to help customers solve these challenges, and we're looking for someone who wants to play a leading role in building our presence in the industry.

What You'll Do
  • Build and manage a pipeline of opportunities across banks, credit unions, insurance providers, asset managers, fintechs, and payments companies.
  • Develop and execute a territory plan for the Financial Services market in New York and the broader Northeast region.
  • Own complex sales cycles from initial outreach and discovery through proposal, negotiation, and close.
  • Work with customers to identify opportunities related to cloud modernization, data platforms, AI adoption, security, and managed services.
  • Build relationships with technology and business leaders, including CIOs, CTOs, CISOs, and other senior stakeholders.
  • Partner closely with AWS account teams, partners, and the broader AWS ecosystem to identify opportunities and win business.
  • Maintain an accurate forecast and healthy pipeline while consistently delivering against revenue goals.
  • Lead the development of proposals, RFP responses, business cases, and executive presentations.
  • Bring customer insights, market trends, and competitive feedback back to the organization to help shape our Financial Services strategy and offerings.


What You Bring
  • A minimum of 5-7+ years of experience selling enterprise technology, cloud, managed services, or consulting solutions, with a history of closing complex six- and seven-figure deals.
  • Experience selling into Financial Services organizations, including banks, insurance providers, capital markets firms, wealth management companies, or fintechs.
  • Strong understanding of the regulatory, security, and compliance requirements that influence technology decisions in Financial Services.
  • Working knowledge of AWS and cloud technologies, including infrastructure, data and analytics, security, and AI-related services.
  • Experience selling professional services, managed services, or cloud transformation engagements involving multiple stakeholders and technical decision-makers.
  • Existing relationships within the Financial Services community and the ability to build credibility quickly with senior technology and business leaders.
  • A proven ability to manage long, complex sales cycles that involve executive sponsors, procurement, legal, security, and compliance teams.
  • Strong written, verbal, and presentation skills, with the ability to communicate effectively with both technical and executive audiences.
  • A self-starter who is comfortable operating independently, creating opportunities, and driving deals forward.


What's In It for You
  • A pivotal role in building and growing OpsGuru's US team, with the support of an established AWS Premier Partner behind you.
  • The opportunity to work alongside experienced cloud architects, consultants, and AWS specialists who are invested in helping customers succeed.
  • Competitive compensation, including a strong base salary and uncapped commission plan with accelerators.
  • Comprehensive benefits, including medical insurance and 401k with company matching as EOR
  • Flexibility: OpsGuru believes that sustainable high performance requires balance. We offer flexible working arrangements and a culture built on trust.

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