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Strata Decision Technology

Account Executive, Financial Institutions at Strata Decision Technology

Chicago, ILFull-timeGrowthPosted about 15 hours ago
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About the Role

<p><strong>How You’ll Make an Impact:<br></strong>As an Account Executive, you will be part of a team which is responsible for managing the sales process of Strata’s leading cloud-based SaaS financial planning, analytics, and performance platform. While in some ways this is a traditional technology sales role, we are not looking for a traditional sales professional.</p> <p>This account executive will serve as an evangelist not only for Strata but for effective financial and operational management.&nbsp; The successful candidate will approach their work with a CEO mentality and will own the business activities and relationships in their assigned region or book of business. To thrive in this role, you must bring competitive energy, a client-focused mindset, and the ability to strategically position our software’s value for long-term partnerships.</p> <p>Your proven track record in prospecting, along with previous experience in financial institutions, will be instrumental in connecting with clients and showcasing the value of our solutions.</p> <p><strong>Responsibilities of the Role:</strong></p> <ul> <li><strong>Revenue Accountability:</strong> Achieve annual and quarterly revenue goals as assigned.</li> <li><strong>Annual Territory Planning:</strong> Develop and execute an annual territory plan for assigned region.</li> <li><strong>Pipeline Development:</strong> Create a comprehensive prospecting strategy consistently contributing to annual sales growth targets. Work closely with Account Development Representative to build and maintain a robust sales pipeline.</li> <li><strong>Deal Management:</strong> Manage complex deal cycles from prospecting through close including discovery calls, demonstrations tailored to client needs, due diligence review, pricing strategy, and contract negotiation.</li> <li><strong>Cross-functional Collaboration:</strong> Work closely with Marketing, Professional Services, Product Manager, Solution Engineers, and Vertical Industry Leaders to deliver compelling product demonstrations and presentations.</li> <li><strong>Reporting &amp; Data Management:</strong> Maintain accurate pipeline and forecast data in Salesforce (SFDC) and provide regular updates to Senior Leadership.</li> </ul> <p><strong>A Day in the Life:<br></strong>You’ll spend your day connecting with key decision-makers, assessing their strategic goals, and demonstrating how our software can address challenges and optimize operations. You’ll collaborate with cross-functional teams to refine proposals, analyze pipeline data, and contribute to high-stakes sales discussions. Occasional travel to client sites will enable you to foster deeper client relationships and deliver impactful presentations.</p> <p><strong>What We’re Looking For:</strong></p> <ul> <li><strong>Experience:</strong> Proven track record in financial software sales, managing large enterprise deals, ideally with VP-level or higher contacts.</li> <li><strong>Sales Expertise:</strong> Expertise in maintaining and growing a dynamic sales pipeline with accurate forecasting.</li> <li><strong>Interpersonal Skills:</strong> Strong relationship-building and presentation skills, with the ability to engage effectively with diverse stakeholders.</li> <li><strong>Strategic Mindset:</strong> Ability to develop pricing strategies, understand client business models, and provide valuable insights to sales leadership.</li> <li><strong>Problem-solving:</strong> Skilled at identifying client needs, troubleshooting issues, and developing innovative solutions.</li> <li><strong>Collaboration:</strong> Able to work well both independently and in a team, maintaining professionalism, integrity, and ethics.</li> <li><strong>Ability to travel:</strong> up to 50% travel required for this role.</li> </ul> <p><strong>Estimated Salary Range:&nbsp;</strong>$115,000 - $135,000. This role is eligible for commission with an estimated pay mix of 40/60.<br><br>Actual base salary will be determined based on factors including, but not limited to, skill set and level of experience. This salary range is a good faith estimate of base pay. Strata also provides discretionary variable pay programs based on role. In addition, Strata provides a comprehensive benefits package including retirement benefits, health and welfare benefits, paid time off, parental leave, life and accident insurance, and other voluntary and well-being benefits.</p><div class="content-conclusion"><p><span data-contrast="auto">Find out more about Strata benefits&nbsp;<a href="https://www.canva.com/design/DAEuy0aEIMM/z5m3idieTm89CTo-uhx7TA/view?utm_content=DAEuy0aEIMM&amp;utm_campaign=designshare&amp;utm_medium=link&amp;utm_source=editor" target="_blank">here</a>.&nbsp;&nbsp;</span></p> <p><strong><span data-contrast="auto">How we work:<br></span></strong>Our preferred location for open roles is Chicago, IL. We value in‑person connection and regularly host on‑campus events to create meaningful opportunities for our team to build relationships and collaborate&nbsp;</p> <p><strong><span data-contrast="auto">Thinking about applying?</span></strong> &nbsp;<br><span data-contrast="auto">Research shows that women and underrepresented groups tend to apply to jobs only when they check every box on a job posting. If you’re currently reading this and hesitating to click “Apply” for that reason, we encourage you to go for it! A true passion and excitement for making an impact is just as important as work experience. <br><br></span><span data-contrast="auto">Should you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please reach out to [email protected].</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></p> <p><strong><span data-contrast="auto">Here @ Strata…</span></strong>&nbsp;<br><span data-contrast="auto">Our culture is driven by our people solving problems together. We embrace learning, collaboration, and continuous career growth. Together, we lift our customers, our products, our company, and our community. </span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></p> <p><span data-contrast="auto">We believe that each of our team member’s unique perspectives and experiences is what drives innovation and positive change. Our individual differences are what make us a more forward-thinking organization. We foster a culture of inclusion, equity and belonging, regardless of race, religion, disability, sex, sexual orientation, gender identity or national origin.&nbsp;</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;<br><br><strong>Our Core Values:<br></strong><span class="NormalTextRun SCXW230645974 BCX0">While we celebrate what makes each member of our team unique, our core values are what connect us. They set </span><span class="NormalTextRun SCXW230645974 BCX0">clear expectations for how we approach our work and how each of us can positively influence the experience of our team and our customers.<br></span></span></p> <ul> <li>We connect with positive intent.</li> <li>We are helpful.</li> <li>We own it.</li> <li>We get better every day.</li> <li>We are humble.</li> </ul></div>