Account Executive-Enterprise Sales

Website Veriday

Veriday is a digital marketing and technology company specializing in developing strategies, products, and solutions to transform online user experiences and engagement. We are looking for a resource with an extremely successful track record closing B2B enterprise SaaS solutions with prospective clients. As an Account Executive-Enterprise Sales, you will be responsible for partnering with Veriday’s existing & prospective customers.


The role is required to:


  • Create and manage a strategic territory plan that includes activities for quota attainment.
  • Close business to meet forecast commitments and sales quotas.
  • Maintain sales forecasting data in CRM reporting system.
  • Coordinate internal resources to ensure prompt, accurate, and professional delivery of sales, marketing, and proposal materials to prospects.
  • Serve as primary relationship contact for assigned client base to communicate strategic plans and ongoing client expectations.
  • Serve as an escalation point for implementation, customer service, and product issues.
  • Develop and maintain client metrics to track reference ability, retention, and revenue opportunities.
  • Visit the assigned client base on a regular basis.
  • Develop and maintain relationships with industry/professional individuals and organizations.
  • Participate in user group meetings and trade shows as approved.
  • Stay abreast of current industry trends, competitors, and current/new company products and services.
  • Prepare proposals and negotiate contractual relationships
  • Work within cross-functional teams (internal/external) that include representation from Marketing, compliance, and technology.




  • Domain knowledge within the financial services industry
  • Ability to build credible and influential Executive-level relationships.
  • Excellent written, verbal and presentation skills with proven ability to effectively engage with and present to senior level executives.
  • Demonstrated leadership and collaboration in driving results with teams in the pursuit of sales and account engagement objectives.
  • Client focused, self-directed, and motivated.
  • Ability to navigate in complex financial institutions, understand current and future business requirements and translate into an understanding of customer needs and sales opportunities.
  • High energy individual who enjoys a fast-paced, high growth entrepreneurial environment
  • Able to manage all aspects of the sales process: prospecting, formulating value proposition, customizing presentations into needs-based solutions, convincing of value and overcoming obstacles, managing RFPs, pricing and contract negotiations
  • Ability to manage & grow internal and external resources and cross-functional relationships
  •  Proven ability negotiating business agreements and the ability to enhance existing and develop new business partnerships
  • Proficient in Microsoft Word, Excel, and PowerPoint



You’ll need to have experience with:

  • 5 + years selling software, SaaS or other technology-based solutions
  • 2+ years’ experience at (or selling to) financial services firms
  • Must be able to work directly with senior leadership and executives at financial institutions with proven success closing new business
  • Previous experience with CRM technology for pipeline management, business intelligence, and integrated account management.
  • Software/SaaS sales experience with long-term recurring revenue contracts
  • Knowledge of Financial Services industry, with an emphasis on brokerage/wealth management operations and advisor facing technologies and/or Credit Union/bank/trust company operations and advisor facing technologies.


We offer a competitive salary, casual workspace and great people to collaborate with. If this job sounds perfect for you, please apply.


We look forward to hearing from you!

This is a permanent role that offers a competitive compensation package (Bonus, Benefits, vacation etc.) with opportunities for growth and professional development.

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