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Strategic Account Executive, Financial Services

Placer.ai

Placer.ai

Accounting & Finance, Sales & Business Development
United States · Remote
USD 70k-100k / year + Equity
Posted on Jan 10, 2026

ABOUT PLACER.AI:

Placer.ai is transforming how organizations understand the physical world. Our location analytics platform provides unprecedented visibility into locations, markets, and consumer behavior. Placer empowers thousands of customers—from Fortune 500 companies, to local governments and nonprofits— to make smarter, data-driven decisions.

What sets us apart? We've built the most advanced location intelligence platform in the market while maintaining an uncompromising commitment to privacy, proving that powerful analytics and responsible data practices can coexist.

Our growth reflects the market's demand: we reached $100M in annual recurring revenue within just 6 years of launching, achieved unicorn status with a $1B+ valuation in 2022, and continue to expand rapidly as one of North America's fastest-growing tech companies. We're creating a $100B+ market opportunity, and we're just getting started.

Named one of Forbes America's Best Startup Employers and a Deloitte Technology Fast 500 company, we're building a culture where innovation thrives, collaboration is the norm, and every team member contributes to reshaping how the world understands location.

SUMMARY:

We are looking for a sophisticated, high-energy Strategic Account Executive to join our Financial Services vertical. This is a unique role combining New Business Development (Hunter) and Strategic Account Management (Farmer). You will be responsible for breaking into new "Tier 1" financial institutions while simultaneously identifying and closing expansion opportunities within a hand-picked portfolio of existing marquee accounts.

RESPONSIBILITIES:

  • Full-Cycle Sales: Own the entire sales process from initial prospecting and discovery to contract negotiation and closing for new logos.
  • Account Expansion: Develop and execute strategic account plans for existing clients to drive upsell and cross-sell revenue, ensuring our solution is deeply embedded in their infrastructure.
  • Vertical Expertise: Act as a subject matter expert on FinTech trends, regulatory changes, and the digital transformation needs of banks, asset managers, and insurance firms.
  • Multi-Threaded Outreach: Build and maintain relationships across multiple business units (e.g., Risk, IT, Operations, and Digital Product) and levels (Director to C-Suite).
  • Collaboration: Partner with Sales Engineering and Product teams to customize solutions that meet the rigorous security and compliance standards of the financial industry.
  • Forecasting: Maintain a high level of CRM hygiene (Salesforce) and provide accurate quarterly revenue forecasts.

REQUIREMENTS:

  • Experience: 5–10 years of experience in Enterprise B2B sales, specifically selling into the Financial Services sector (Banking, FinTech, Insurance, or Capital Markets).
  • Proven Track Record: Consistent history of meeting or exceeding $1M+ annual quotas and closing six-figure or seven-figure deals.
  • Sales Methodology: Proficiency in a structured sales framework (e.g., MEDDPICC, Challenger, or Sandler).
  • Financial Literacy: Ability to speak the language of Finance—understanding P&L impact, ROI modeling, and the regulatory landscape (GDPR, SOC2, etc.).
  • Travel: Willingness to travel to client sites as needed (approx. 25%).

WHY THIS ROLE IS UNIQUE:

  • Unlike a standard AE role, this position requires a "Consultative Selling" approach. You aren't just selling a tool; you are selling a transformation of how financial institutions manage [insert your specific product value, e.g., data, risk, or customer experience].

WHY JOIN PLACER.AI?

  • Join a rocketship!
  • Take a central and critical role at Placer.ai
  • Work with, and learn from, top-notch talent
  • Competitive salary
  • Excellent benefits
  • Fully remote

The U.S. annualized pay range for this position is $70,000-$100,000 USD. In addition, certain roles have the opportunity to earn sales-based commissions. Base pay offered within the stated range may vary depending on multiple individualized factors, including job-related skills, professional experience, education and licenses (if applicable), work location and compensation market data.

Base pay is just a part of our total rewards program. Placer provides medical, dental and vision coverage as well as flexible time off, 401K and equity awards for certain roles.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

NOTEWORTHY LINKS TO LEARN MORE ABOUT PLACER

Placer.ai is committed to maintaining a drug-free workplace and promoting a safe, healthy working environment for all employees.

Placer.ai is an equal opportunity employer and has a global remote workforce. Placer.ai’s applicants are considered solely based on their qualifications, without regard to an applicant’s disability or need for accommodation. Any Placer.ai applicant who requires reasonable accommodations during the application process should contact Placer.ai’s Human Resources Department to make the need for an accommodation known.