
Account Executive, Financial Institutions
Required skills
- revenue goals
- sales pipeline
- prospecting
- deal cycles
- discovery calls
- demonstrations
- pricing strategy
- contract negotiation
- Salesforce
- SFDC
Nice to have
- CEO mentality
- financial and operational management
- VP-level or higher contacts
- accurate forecasting
- strategic goals
- optimize operations
Role summary
Strata is seeking an Account Executive for their financial institutions team in Chicago, IL. This role focuses on selling a cloud-based SaaS financial planning, analytics, and performance platform. The ideal candidate will have a proven track record in financial software sales, managing large enterprise deals, and building strong client relationships. Responsibilities include achieving revenue goals, developing territory plans, managing sales pipelines, negotiating contracts, and collaborating with internal teams. This is a full-time, onsite position with an estimated base salary range of $115,000 - $135,000, eligible for commission, and requires up to 50% travel.
How You’ll Make an Impact:As an Account Executive, you will be part of a team which is responsible for managing the sales process of Strata’s leading cloud-based SaaS financial planning, analytics, and performance platform. While in some ways this is a traditional technology sales role, we are not looking for a traditional sales professional.
This account executive will serve as an evangelist not only for Strata but for effective financial and operational management. The successful candidate will approach their work with a CEO mentality and will own the business activities and relationships in their assigned region or book of business. To thrive in this role, you must bring competitive energy, a client-focused mindset, and the ability to strategically position our software’s value for long-term partnerships.
Your proven track record in prospecting, along with previous experience in financial institutions, will be instrumental in connecting with clients and showcasing the value of our solutions.
Responsibilities of the Role:
A Day in the Life:You’ll spend your day connecting with key decision-makers, assessing their strategic goals, and demonstrating how our software can address challenges and optimize operations. You’ll collaborate with cross-functional teams to refine proposals, analyze pipeline data, and contribute to high-stakes sales discussions. Occasional travel to client sites will enable you to foster deeper client relationships and deliver impactful presentations.
What We’re Looking For:
Estimated Salary Range: $115,000 - $135,000. This role is eligible for commission with an estimated pay mix of 40/60.Actual base salary will be determined based on factors including, but not limited to, skill set and level of experience. This salary range is a good faith estimate of base pay. Strata also provides discretionary variable pay programs based on role. In addition, Strata provides a comprehensive benefits package including retirement benefits, health and welfare benefits, paid time off, parental leave, life and accident insurance, and other voluntary and well-being benefits.
Find out more about Strata benefits here.
How we work:Our preferred location for open roles is Chicago, IL. We value in‑person connection and regularly host on‑campus events to create meaningful opportunities for our team to build relationships and collaborate
Thinking about applying? Research shows that women and underrepresented groups tend to apply to jobs only when they check every box on a job posting. If you’re currently reading this and hesitating to click “Apply” for that reason, we encourage you to go for it! A true passion and excitement for making an impact is just as important as work experience. Should you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please reach out to careers@stratadecision.com.
Here @ Strata… Our culture is driven by our people solving problems together. We embrace learning, collaboration, and continuous career growth. Together, we lift our customers, our products, our company, and our community.
We believe that each of our team member’s unique perspectives and experiences is what drives innovation and positive change. Our individual differences are what make us a more forward-thinking organization. We foster a culture of inclusion, equity and belonging, regardless of race, religion, disability, sex, sexual orientation, gender identity or national origin. Our Core Values:While we celebrate what makes each member of our team unique, our core values are what connect us. They set clear expectations for how we approach our work and how each of us can positively influence the experience of our team and our customers.
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