Account Executive - Financial Services

We are growing our Commercial Sales team at Windfall! 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.

Responsibilities:

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

Requirements:

Preferred Qualifications:

Bachelor's degree from a top-tier university

Experience selling in a high-growth startup environment

Solid understanding of the data businesses, paid marketing, and data analytics

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.

Understanding of CRM technology & APIs