Enterprise Account Executive (financial Services)

Scale AI Scale AI · Data AI · San Francisco, CA · Enterprise Sales

Enterprise Account Executive focused on selling agentic AI solutions to financial services customers. This role requires deep domain knowledge, executive presence, and the ability to navigate complex sales cycles in regulated environments. The AE will own revenue growth, manage the full customer lifecycle, and partner with internal teams to ensure successful deployment and expansion of AI programs.

What you'd actually do

  1. Own and expand relationships with the largest financial services institutions (banks, insurers, capital markets, fintech), focusing on high-impact, multi-year AI transformations
  2. Sell agentic AI solutions by mapping Scale’s capabilities to mission-critical workflows (e.g., underwriting, fraud, compliance, customer ops, investment research)
  3. Build trusted relationships with executive stakeholders (CIO, CTO, Chief Data/AI Officer, Heads of Risk/Operations/Lines of Business) and guide enterprise AI strategy
  4. Develop and execute multi-threaded account plans that drive net-new revenue, expansion, and long-term platform adoption
  5. Lead complex deal cycles, including business case development, ROI modeling, and mutual close plans across new business, renewals, and expansions

Skills

Required

  • 8–12+ years of enterprise sales experience, with significant focus on financial services (banking, insurance, capital markets, or fintech)
  • Proven track record of closing and expanding large, complex, multi-million dollar enterprise deals within highly regulated environments
  • Experience selling AI/ML, data platforms, or workflow automation technologies, with the ability to position agentic / LLM-driven solutions at a business and technical level
  • Deep understanding of financial services workflows (e.g., underwriting, claims, fraud, KYC/AML, research, operations) and how technology transforms them
  • Demonstrated success engaging and influencing executive stakeholders, including building and delivering compelling business cases and ROI narratives
  • Strong command of enterprise sales methodology, including account planning, multi-threading, and disciplined forecasting
  • Ability to navigate ambiguity, long sales cycles, and complex stakeholder landscapes with high ownership and resilience
  • Excellent communication and storytelling skills across both technical and non-technical audiences
  • High level of business acumen, technical curiosity, and a consultative, customer-first mindset

Nice to have

  • Experience selling agentic AI, LLM platforms, or automation solutions into financial services
  • Background working with or alongside risk, compliance, or data organizations within large enterprises
  • Familiarity with regulatory considerations (e.g., model risk management, auditability, data privacy) in AI deployments
  • Prior experience in high-growth or emerging technology environments

What the JD emphasized

  • highly regulated environments
  • regulatory, security, and procurement processes unique to financial services environments
  • regulatory considerations (e.g., model risk management, auditability, data privacy) in AI deployments