The ad says“Understanding of CRM technology & APIs”
The ad says“Minimum of 3 years at the Account Executive level, with consultative technology sales experience with a verified track record of exceeding quota”
The ad says“Understanding of CRM technology & APIs”
The ad says“Solid understanding of the data businesses, paid marketing, and data analytics”
The ad says“Extensive experience with sales tools - Salesforce, Outreach/Groove, LinkedIn, ZoomInfo, etc”
The ad says“Extensive experience with outbound prospecting, cultivating and multi-threading accounts, and building a robust pipeline”
The ad says“Extensive experience with sales tools - Salesforce, Outreach/Groove, LinkedIn, ZoomInfo, etc”
The ad says“Extensive experience with sales tools - Salesforce, Outreach/Groove, LinkedIn, ZoomInfo, etc”
The ad says“Extensive experience with sales tools - Salesforce, Outreach/Groove, LinkedIn, ZoomInfo, etc”
As an Account Executive, you will be the face of our sales organization, owning the full sales cycle and selling our industry-leading data enrichment offerings through a consultative, value-based selling approach.
Windfall’s wealth data powers high-impact use cases across industries, helping companies identify high-net-worth customers, personalize outreach, strengthen loyalty programs, and grow their customer base at scale
As an Account Executive on the Financial Services team, you will own new business generation within financial services enterprises — spanning wealth management, private banking, national and regional banking, insurance, real estate, and alternative investments.
This is a full-cycle, quota-carrying seller role: you’ll build and run your own pipeline through outbound prospecting and channel/event engagement, apply consultative selling to FS-specific pain points and buying processes, partner closely with Solutions Engineering and Revenue Operations, and own negotiation, pricing, and closing through signature
We’re on a mission to change how organizations perceive and use people data. And we hold true to our core values of: (1) Be an excellent communicator; (2) Operate with transparency; (3) Provide leverage, not optimization; (4) Win When Our Customers Win; and (5) Act with integrity and trust
Conduct account and prospect research and execute strategic, targeted outreach against a defined FS account list
Build and manage pipeline primarily through self-sourced, cold outbound prospecting (calls, emails, social), supplemented by industry trade shows/conferences and relevant online engagement platforms
Apply consultative selling to understand FS-specific pain points (e.g., data quality, compliance, prospecting/underwriting efficiency) and to position Windfall’s solution accordingly
Partner with Solutions Engineering, Revenue Operations, and Sales leadership to run technical evaluations and structure deals
Develop and deliver pitch materials and research tailored across the full buying committee — from C-level and VP-level business executives (e.g., CRO, CMO, CFO, CEO, VP of Sales/Marketing) and senior data/technology leaders (e.g., Chief Data Officers, Digital/Innovation leaders) to mid-level marketing and line-of-business (LOB) leadership
Manage a full and accurate pipeline in Salesforce to consistently meet or exceed quota
Own deal negotiation, pricing, contract structuring, and closure, factoring in FS-specific procurement, security, and compliance review cycles
Benefits
Medical, dental, and vision
Retirement benefits
Commuter benefits
Long-term disability and life
Paid time off
Paid sick and volunteer days
Paid parental leave
Floating holidays
Stock options
Fully-stocked kitchen
Pet-friendly office
Remote-enabled
Preferred experience
Extensive understanding of data and its many applications/use cases
Minimum of 3 years at the Account Executive level, with consultative technology sales experience with a verified track record of exceeding quota
Must be able to remain focused in the face of many competing interests
Ambitious, driven, and detail-oriented, with an ability to manage time effectively
Extensive experience with outbound prospecting, cultivating and multi-threading accounts, and building a robust pipeline
Strong written and verbal communication skills
Understanding of CRM technology & APIs
Experience selling in a high-growth startup environment
Solid understanding of the data businesses, paid marketing, and data analytics
Bachelor’s degree from a top-tier university
Experience selling into financial services buyers, with vertical specialization in one or more of: wealth management, private banking, banking (national and/or regional), insurance, real estate, or alternative investments
