ServiceNow

Sr CRM Account Executive - Financial Services

ServiceNow$137K — $185K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in enterprise software and specialty solutions sales
  • Proven track record as a new logo hunter or in senior account executive roles
  • Deep understanding of financial services industry CRM processes
  • Experience integrating AI into workflows and decision-making
  • Familiarity with business sales processes
  • Willingness to travel 30-50% as needed

Responsibilities

  • Develop and execute territory strategy for high-value banking, insurance, and wealth management use cases
  • Prospect and grow CRM opportunities in greenfield accounts and existing partnerships
  • Collaborate with account teams to close sales and drive operational efficiency
  • Serve as the primary financial services CRM expert in the assigned territory
  • Lead initiatives to enable sales teams and accelerate sales cycles

Benefits

  • Health plans including flexible spending accounts
  • 401(k) Plan with company match
  • Employee Stock Purchase Plan (ESPP)
  • Matching donations
  • Flexible time away plan
  • Family leave programs
Full Job Description
Job Description

Do you have 7+ years of expertise selling front office transformation solutions into the high-stakes world of Financial Services? Are you ready to drive the adoption of cutting-edge CRM and AI-powered workflow solutions across Global Finance Institutions?

ServiceNow is looking for a seasoned CRM Account Executive to capitalize on your deep industry knowledge and proven sales record within major financial institutions. You will be instrumental in overseeing the market success and expansion of ServiceNow's next-generation CRM and AI products, positioning them as the essential backbone for enterprise-wide digital transformation.

Our CRM products are not just stand-alone tools; they are built upon our market-leading Service Management platform, creating a single, intelligent source of truth. This unified approach allows mission-critical, enterprise-scale processes-from customer onboarding, complaints, fraud and disputes management to decedent, trade exceptions, broker/dealer servicing, etc -to execute uniform information, predictive AI, and unmatched operational efficiency.

What You Will Drive: CRM & AI for Strategic Success

Your focus will be on converting industry complexity into measurable business value:
  • Financial Services Vertical Strategy & Execution:
    • Account Management: Develop and execute a territory strategy focused on high-value use cases specific to banking, insurance, and wealth management (e.g., enhanced customer experience, intelligent service operations, etc). Provide critical, industry-specific input during account planning, ensuring target accounts and use cases are aligned with the high-ROI potential of our AI-driven CRM solutions
    • Target & Validate AI/CRM Opportunities: Prospect and grow pipeline in CRM greenfield accounts and grow existing CRM partnerships through consultative selling, including, but not limited to Executive Briefings (EBCs), Discovery Workshops and Use Case Pilots.
    • Champion Transformational Value: Partner with account teams and Solutions Implementation partners and resellers to close net new sales opportunities to help financial services leaders drive operational efficiency and a superior customer experience.
  • Sales & Team Enablement:
    • Act as the Financial Services CRM Authority: In your role as the primary expert for Financial Services Industry (FSI) CRM within your territory, you and your Solution Consultants (SCs) will spearhead net new sales initiatives and collaborate closely with core account teams to drive front office transformation, effectively extending these efforts throughout an extensive territory.
    • Accelerate Sales Cycles: Act as both Player and Coach by both leading net new opportunities, as well as enabling Account Executives (AEs) and Sales Development teams with foundational and advanced specialty knowledge to identify, qualify, and accelerate CRM opportunities within global accounts.


Qualifications

To be successful in this role you have:
  • Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry.
  • 7+ years knowledge enterprise software and/or specialty solutions area to lead solution win
  • Experience as a new logo hunter, Sr AE or Sr Solutions sales executive.
  • Understanding of business sales processes
  • Travel required: 30-50%


For positions in this location, we offer a base pay of $137,000 - $185,050, plus equity (when applicable), variable/incentive compensation and benefits. Sales positions generally offer a competitive On Target Earnings (OTE) incentive compensation structure. Please note that the base pay shown is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level, competencies, and work location. We also offer health plans, including flexible spending accounts, a 401(k) Plan with company match, ESPP, matching donations, a flexible time away plan and family leave programs. Compensation is based on the geographic location in which the role is located and is subject to change based on work location.

Additional Information

Work Personas

We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work and their assigned work location. Learn more here. To determine eligibility for a work persona, ServiceNow may confirm the distance between your primary residence and the closest ServiceNow office using a third-party service.

About ServiceNow

ServiceNow provides cloud-based solutions that define, structure, manage, and automate services for enterprise operations in North America, Europe, the Middle East, Africa, the Asia Pacific, and other countries. The company offers service management solutions, including incident, problem, change, request, and cost management as well as service catalogs; and IT, HR, facilities, and field service management solutions. It also provides IT operations management solutions covering service mapping, delivery, and assurance solutions; business management solutions such as financial management, project portfolio suite, vendor performance management, and performance analytics as well as governance, risk, and compliance; and application development services.

ServiceNow Careers

Join the dynamic team at ServiceNow, a global leader in digital workflow solutions, where innovation and leadership converge to shape the future of work. At ServiceNow, we offer more than just job opportunities; we provide a platform for professional growth and a chance to be part of a culture that values diversity, creativity, and continuous learning.

Work You’ll Do

Embark on a career journey with ServiceNow and contribute to the world’s leading enterprises' digital transformation. Our team is at the forefront of developing cutting-edge technologies that improve how people work. With ServiceNow, you will use your skills to impact businesses and industries profoundly, driving efficiency and innovation.

Join Our Market-Leading Team

ServiceNow is not just another technology company. We are a team that thrives on diversity and leadership, fostering an inclusive environment that promotes growth and development. Our commitment to diversity training ensures that every team member can achieve their potential.

Innovative Work

ServiceNow is home to more than 10,000 dedicated professionals who lead the charge in digital workflows and enterprise solutions. As part of our team, you will engage in projects that merge technology with practical applications, creating revolutionary products that advance how services are delivered and managed.

Career Development

At ServiceNow, your career trajectory is filled with boundless opportunities. We support your growth with robust training programs, leadership development courses, and access to global challenges. Whether you are looking for an internship, full-time position, or leadership role, ServiceNow equips you with the tools to excel.

Be Part of a Great Team

Working at ServiceNow means being part of a community that values teamwork and innovation. Our collaborative environment encourages networking and sharing ideas, making our workplace vibrant and dynamic. The benefits of joining ServiceNow extend beyond comprehensive health and wellness; they include fostering professional connections and friendships that last a lifetime.

Explore Job Opportunities and Internships

Whether you’re a seasoned professional or a recent graduate, ServiceNow offers a range of employment options to suit your career goals. From internships that provide real-world experience to full-time positions that challenge you to leverage your expertise, we are committed to hiring the best talent.

Stay Connected

Join Our Team Search open positions that match your skills and interests. At ServiceNow, we look for passionate, curious, and solution-driven team players. Explore the possibilities that await you at a company that is committed to your professional success.

Keep Up to Date

Stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here.

Job Alert Emails

Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at ServiceNow.

ServiceNow Careers

Empowering professionals to achieve more, ServiceNow is where careers are future-proofed, and ambitions are realized. Join us in our journey of growth and innovation.
Learn more about ServiceNow
Size
16,881 employees
Market Cap
$76.5 billion
Industry
Net Income
$118.5 million
Founded
2004
5 Year Trend
+33.5%
Revenue
$4.5 billion
NASDAQ

Similar Jobs

More Jobs at ServiceNow

More Finance & Insurance Jobs

Find similar Sr CRM Account Executive - Financial Services jobs: