Enterprise Account Executive - Financial Services, New York/Northeast

Level: ES2-ES5

Hiring Manager: 

Recruiter: Celine Clark

 

At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 18K clients globally. Building a category takes grit, determination, and a disdain for convention—but most of all it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.

When you join one of our teams, you’ll be part of a nimble group that’s empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the mic and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 5,000 people across the globe who think that’s work worth doing.

Enterprise Account Executive – Financial Services

Why We Have This Role

Our Enterprise Account Executive team is a group of highly driven individuals dedicated to closing experience gaps across the world’s leading financial institutions. In the modern Financial Services sector—spanning retail banking, wealth management, commercial banking, insurance, and fintech—digital transformation, client retention, regulatory compliance, omnichannel service, and advisor/employee experience are top priorities. Our SaaS platform empowers global financial institutions to capture real-time customer feedback, elevate digital and branch interactions, and drive action with pre-built Experience Management (XM) programs.

How You’ll Find Success

• Takes Initiative: Understands the expected outcome, grasps complex financial service ecosystems, and works entrepreneurially to execute.

• Domain & Industry Acumen: Deep understanding of key business drivers, metrics, and buyer personas in Financial Services (e.g., Net Promoter Score/CSAT, customer churn prevention, digital adoption, wealth advisor retention, branch experience, and client lifetime value).

• Proven Deal Closer: Strong track record of consistently exceeding quota and acquiring high-value enterprise financial accounts.

• Complex Solution Selling: Ability to sell a multi-solution, enterprise-grade SaaS platform (Qualtrics Experience Management) into large, matrixed financial institutions with complex governance and security requirements.

• Strategic Negotiation: Skilled in navigating strict procurement procedures, vendor risk management (VRM) assessments, regulatory compliance evaluations, and enterprise contract negotiations.

How You'll Grow

• Structured, 100% performance-based promotion pathway.

• Dedicated Career Action Planning alongside your leadership team.

• Internal mobility opportunities (Qmobility) across global teams and territories.

Things You’ll Do

• Quarterback strategic enterprise deals with Fortune 500 banks, wealth management firms, insurance carriers, and fintech leaders in your territory.

• Consistently hit and exceed quarterly and annual revenue quotas.

• Cultivate C-level and VP-level relationships across Consumer Banking, Wealth & Asset Management, Digital Transformation, Customer Experience (CX), Operations, and Human Resources.

• Develop and maintain deep domain knowledge of Qualtrics’ XM offerings and how they solve financial services challenges (e.g., digital banking feedback loops, branch customer satisfaction, advisor onboarding/retention, insurance claims experience, and Voice of the Customer).

• Maintain a real-time understanding of the competitive landscape to build win-based proposals and strategic pricing models.

• Partner cross-functionally with internal teams (Professional Services, Solutions Engineering, SME Leads, and Customer Success) to orchestrate collaborative, high-impact enterprise sales cycles.

What We’re Looking For On Your Resume

• A validated top performer with a proven track record of breakthrough sales results.

• 5–10+ years of direct enterprise SaaS sales experience, preferably targeting Banking, Financial Services, Insurance (BFSI), or Fintech sectors.

• Bachelor’s degree or higher required.

• Demonstrated mastery of the MEDDPICC / MEDDIC sales process.

• Strong proficiency in Salesforce.com and sales forecasting hygiene.

• Experience developing complex business cases and ROI models focused on account retention, digital adoption, risk mitigation, and client lifetime value.

• Proven track record of navigating long, complex contract negotiations with highly regulated financial enterprises.

• Ability to travel up to 50% as needed for key client meetings, executive briefings, and industry summits.

What You Should Know About This Team

• Dedicated to Financial Sector Demand: Meeting surging demand from enterprise financial leaders who are modernizing their institutions to transform client, policyholder, and employee engagement.

• Strategic & Collaborative Team: Goal-oriented, high-energy group that collaborates closely to navigate complex security and procurement cycles to win market leadership.

• Focused on Growth & Trust: Driven by an overarching objective to generate exponential revenue growth by empowering financial leaders to deliver exceptional, trust-building experiences across every channel.

Our Team’s Favorite Perks and Benefits

• Competitive Compensation: Competitive Base Salary + Uncapped Commissions and Performance Accelerators.

• Merit-Based Growth: 100% performance-based promotions—driven by results, not politics or tenure.

• Culture: A vibrant, inclusive work environment—wear jeans and bring your dog to the office anytime.

• Team & Swag: Quarterly team outings, winter and summer parties, and exclusive team swag.

• Health & Wellness: Comprehensive private health insurance, wellness stipend, and rich mental/physical health benefits.

• Qualtrics Experience Bonus: An annual cash bonus designed specifically for you to fund a personal dream experience—whether that’s a dream vacation, attending a major event, or personal passion projects.

 

The Qualtrics Hybrid Work Model: While this role is exempt from working in office, our hybrid work model remains elegantly simple for the rest of the company: we all gather in the office three days a week; Mondays and Thursdays, plus one day selected by your organizational leader. These purposeful in-person days in thoughtfully designed offices help us do our best work and harness the power of collaboration and innovation. For the rest of the week, work where you want, owning the integration of work and life. #remote

Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientat