Account Executive - Financial Services
Clozd
Accounting & Finance, Sales & Business Development
Lehi, UT, USA
Posted on Feb 27, 2025
Clozd is a leading provider of technology and services for win-loss analysis. We help our clients uncover the truth about why they win and lose - so they can hone product strategy, refine messaging, enable sales, foster strategic alignment, and win more.
We need team members who can tackle ambiguity, solve complex problems, and delight customers. We hire dynamic employees who take initiative, find ways to simplify and scale, possess strong interpersonal and communication skills, value humility and learning, crave a fast-paced startup environment and never compromise their integrity.
Our Account Executives are responsible for managing the sales process - from prospecting through closing - with current and prospective customers.
What you will be doing:
- Owning strategic enterprise deals with Fortune 500 financial services and insurance (FSI) companies
- Becoming a domain expert in win-loss analysis and Clozd's solutions
- Identifying and prospecting into potential client accounts across the financial services industry (i.e. insurance, banking, credit card processing, etc.)
- Developing strong client relationships through effective discovery and a consultative sales approach, demonstrating a keen understanding of your clients’ industry domains
- Scoping unique win-loss solutions for each prospective customer
- Coordinating with Clozd Program Managers to nurture existing client relationships, ensuring program renewal and expansion
- Achieving or exceeding quarterly and annual sales quotas
- Identifying creative ways to scale and fine tune the Clozd sales process
Qualifications:
- Min. 6+ years experience in B2B sales, with a focus on selling to financial services and insurance clients
- Min. BA/BS degree from a top-tier institution, with a strong academic record
- Demonstrable history of meeting or exceeding sales quotas
- Ability to thrive in a startup sales environment and take responsibility for full cycle strategic software sales
- Superb written and oral communication skills
- Passionate about learning and using new software and technologies
- Cultural-alignment with Clozd’s core values of vision, drive, empathy, stewardship, authenticity and integrity
- We believe in the power of live collaboration and culture, which is why this is an in-office position in Lehi, UT (M-F)
Benefits:
- Competitive compensation (i.e. salary, bonus, 401k, and equity)
- Majority of medical, dental, disability, life, and other insurance paid
- Unlimited PTO with a boss that encourages taking time off and using PTO to recharge
- 10 paid holidays and company shutdown between Christmas and New Years
- Weekly catered lunches, stocked kitchens, quarterly company/department activities, maternity/paternity leave, EAP program, etc.
Clozd is an Equal Opportunity Employer. Clozd does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
Clozd participates in E-Verify.
All Clozd employees are required to successfully pass a background check upon being hired.