Senior Account Executive - Financial Services

 

LexCheck East (New York City, NY)

 

Sales & Business Development | San Francisco or New York City, USA

 

Our agreement with employees

LexCheck is committed to building trust and making the world more agree-able for our employees, customers and the communities in which we live and work. You can count on us to listen, be honest, and try our best to do what’s right, every day. At LexCheck, everything is equal. We each have a responsibility to ensure every team member has an equal opportunity to succeed, to be heard, to exchange ideas openly, to build lasting relationships, and to do the work of their life. Best of all, you will be able to feel deep pride in the work you do, because your contribution helps us make the world better. And for that, you’ll be loved by us, our customers, and the world in which we live.

The Team

Our Sales & Business Development teams collaborate with customers and partners across the globe to help them leverage the LexCheck AI Negotiation Platform to transform how the entire system of agreement process.  Our teams’ partner with some of the largest most innovative companies in the world in dozens of industries to bring the power of LexCheck to more customers. Whether you are selling to a small business or a large enterprise, you will apply your extensive knowledge of our solutions, and leverage our strategic partnerships to help our customers grow their top and bottom line.

This Position

LexCheck is growing fast and we are looking for people to join our high-performance team who are excited to make a difference. The Senior Account Executive – Financial Services will support the sales and business development teams by understanding complex customer business problems and requirements and translating those into solutions leveraging LexCheck’s platform. This position is based in either San Francisco or New York City and may require travel in addition to regular meetings.

This Account Executive (AE) Vertical Markets will be responsible for developing and closing new business (use cases) by selling LexCheck's services to targeted accounts within the Financial Services vertical. They will acquire new customers and sell additional use cases, products and services into existing accounts. AEs are accountable for exceeding monthly/quarterly quota, forecasting accuracy, closing, and driving adoption/usage with customers and prospects in collaboration with internal teams and partners.

This position reports to the VP of Sales & Marketing.


Responsibilities

  • Serve as the primary driving force in company’s revenue and customer success objectives through the attainment of assigned monthly, quarterly, and annual sales quota
  • Conduct discovery calls with customers and prospects to understand organizational structure, key decision makers, procurement processes, IT systems, and document workflow
  • Uncover customer document process and needs in order to match customer requirements to LexCheck solutions
  • Understand, position and clearly articulate the value/benefits of LexCheck eSignature and Digital Transaction Management (DTM) solutions to all levels within customer organizations
  • Leverage marketing slide decks and other materials, build custom sales presentations and demonstrations to client needs, and present by phone, webinar, and/or in-person
  • Qualify, build, and manage a sales pipeline through the development of MDR/SDR qualified leads, proactive prospecting, networking, and online social channels including LinkedIn
  • Draft customer proposals, demonstrate sound decision-making abilities, and negotiate client pricing requirements and concessions within LexCheck guidelines
  • Serve as the “quarterback” and primary point of contact for aligning internal LexCheck teams and resources with key customer and prospect stakeholders
  • Develop short, mid and long-term strategic and tactical execution plans to ensure success in assigned territory, vertical market, and/or key account base
  • Generate, develop, manage, and communicate expectations within assigned accounts as well as increases scope of penetration within each account
  • Demonstrate organizational leadership by mentoring junior sales team members and provide increasingly high levels of impact to ensure company-wide success
  • Accurately forecast monthly and quarterly sales activity and revenue achievement
  • Willingness to travel as necessary

 

Basic Qualifications

  • BS/BA degree
  • 5+ years of prior sales experience

 

Preferred Qualifications:

  • 7+ years prior experience in a quota-carrying sales role, ideally within software
  • Proven success with prospecting, developing leads, managing complex sales-cycles, and closing deals in small-to-medium or mid-market accounts
  • Proficient computer skills – CRM tools, Microsoft Word, PowerPoint and Excel
  • Experience selling into within verticals such as Financial Services, Education, Healthcare, or Legal/Not-for-Profit extremely helpful
  • Strong business acumen that includes prior experience managing multiple concurrent client relationships, anticipating change, adjusting priorities accordingly, and, working effectively as a team
  • Excellent verbal and written communications skills
  • Self-starter comfortable with some ambiguity, demonstrating a willingness to learn/ramp quickly

 

About Us

LexCheck is committed to building a diverse team of talented individuals who bring different perspectives to the discussion and who feel a sense of inclusion and belonging when they join our team. Individuals seeking employment at LexCheck are considered without regards to race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status, or any other legally protected category.

Interested in applying?