Sr. Account Manager - Financial Services

About the Role

We are seeking a Senior Enterprise Account Manager to drive large, complex software deals within the Financial Services and Insurance (FSI) vertical. This role is responsible for expanding strategic accounts, navigating multi-stakeholder buying committees, and delivering transformative value through our technology platform.

The ideal candidate is a top-performing enterprise seller with deep FSI expertise, exceptional executive-level communication skills, and a track record of consistently closing six- and seven-figure deals.

Key Responsibilities

Strategic Enterprise Selling

• Own the full enterprise sales cycle for major FSI accounts, from account planning and through negotiations and close.
• Build and execute strategic account plans targeting large banks, global financial institutions, regional banks, credit unions, insurance carriers, asset managers, and fintechs.
• Engage senior executives (CIO, CTO, CISO, COO, CRO, CDO, Head of Claims, Head of Underwriting) and articulate value aligned with enterprise priorities such as modernization, AI strategy, operational efficiency, compliance, and digital customer experience.
• Drive complex deal orchestration: legal, procurement, security reviews, technical evaluations, and ROI justification.

Business Development & Expansion

• Build long-term, trusted advisor relationships across technical, operational, and executive layers of the client organization.
• Lead cross-functional teams including Account Technology Specialist, Product, and Unified Services to deliver a best-in-class sales experience.
• Expand footprint within existing enterprise accounts through multi-product adoption, global rollouts, and multi-year commercial structures.
• Maintain rigorous forecasting discipline and account strategy documentation.

Industry Expertise & Thought Leadership

• Maintain deep understanding of FSI regulatory frameworks, operating models, pain points, and transformation initiatives (e.g., AI adoption, fraud prevention, underwriting automation, digital banking, risk & compliance modernization).
• Serve as a subject matter expert in the market, representing the company at executive briefings, industry events, and strategic partner engagements.
• Provide market intelligence and feedback to Product, Marketing, and Executive Leadership to shape roadmap and GTM strategy.

Required Qualifications

• 7–12+ years of enterprise technology sales experience with a proven record of consistently exceeding quota.
• Demonstrated success closing complex, multi-stakeholder enterprise deals
• Deep experience selling into Financial Services and/or Insurance organizations.
• Strong executive presence with ability to simplify complex technology concepts for senior FSI decision-makers.
• Exceptional strategic thinking and commercial negotiation skills.

Preferred Qualifications

• Experience with SaaS, cloud platforms, automation/AI, analytics, risk & compliance, or workflow software.
• Existing network of executive relationships across major banks or insurance carriers.
• Bachelor’s degree in Business, Finance, Technology, or related field; MBA is a plus.

Compensation may vary depending on your location, qualifications including job-related education, training, experience, licensure, and certification, that could result at a level outside of these ranges. Certain roles are eligible for additional rewards, including annual bonus, and sales incentives depending on the terms of the applicable plan and role as well as individual performance. NY generally ranges: $1-$100,000,000 CA generally ranges: $1-$100,000,000 All other locations fall under our General State range: $190,701-$286,052 Benefits may vary depending on the nature of your employment with Cloud Software Group and the country where you work. U.S. based employees are typically offered access to healthcare, life insurance and disability benefits, 401(k) plan and company match, among others. This requisition has no specific deadline for completion.

About Us:

Cloud Software Group is one of the world’s largest cloud solution providers, serving more than 100 million users around the globe. When you join Cloud Software Group, you are making a difference for real people, each of whom count on our suite of cloud-based products to get work done — from anywhere. Members of our team will tell you that we value passion for technology and the courage to take risks. Everyone is empowered to learn, dream, and build the future of work. We are on the brink of another Cambrian leap -- a moment of immense evolution and growth. And we need your expertise and experience to do it. Now is the perfect time to move your skills to the cloud.

Cloud Software Group is firmly committed to Equal Employment Opportunity (EEO) and to compliance with all federal, state and local laws that prohibit employment discrimination. All qualified applicants will receive consideration for employment without regard to age, race, color, creed, sex or gender, sexual orientation, gender identity, gender expression, ethnicity, national origin, ancestry, citizenship, religion, genetic carrier status, disability, pregnancy, childbirth or related medical conditions (including lactation status), marital status, military service, protected veteran status, political activity or affiliation, taking or requesting statutorily protected leave and other protected classifications.

If you need a reasonable accommodation due to a disability during any part of the application process, please contact us via the Bridge portal for assistance.