Senior Account Executive II, Financial Services

About the role

This position involves managing a key set of financial services accounts on the East Coast. You will guide senior leaders in these organizations on how to best utilize data and AI governance to gain a competitive edge. The goal is to build brand recognition and act as a thought leader in Data Intelligence throughout the customer relationship.

Key facts

What you'll do

• Identify and cultivate new business opportunities within the financial services sector, while also nurturing relationships with existing clients to ensure a consistent pipeline of business.
• Drive growth and adoption of Collibra's solutions within current financial services accounts.
• Oversee the entire sales process for complex deals, from initial contact and stakeholder identification through negotiation and closing, including post-sale expansion.
• Partner with clients, technology partners, and internal teams to understand specific data governance and compliance needs of financial institutions and demonstrate clear return on investment.
• Maintain accurate and timely sales forecasts, reflecting all activities in Salesforce.

Requirements

• Possess a minimum of 2-3 years of experience in sales related to Data Management, Data/AI Governance, or Financial Services technology, with a strong understanding of the financial industry's regulatory environment and data challenges.
• Demonstrate a track record of successfully leading and closing complex, value-driven sales cycles, engaging with various technical and business stakeholders to secure both new logos and expand existing business.
• Have a history of building and maintaining strong, long-term relationships with C-suite executives and key decision-makers in financial services.
• Consistently met or exceeded SaaS sales quotas.
• Experience managing consultative sales engagements using established sales frameworks to achieve measurable results.
• Proven ability to use AI tools such as Claude, Gemini, ChatGPT, or Copilot to address business issues, achieve outcomes, or improve efficiency.
• Hold a bachelor's degree or have equivalent professional experience.
• This role does not offer visa sponsorship.

Nice to have

• Experience with AI tools like Claude, Gemini, ChatGPT, or Copilot in a professional sales context.

Skills & tools

• Salesforce
• Data Management
• Data Governance
• AI Governance
• Financial Services Technology Sales
• Consultative Sales Methodologies
• AI Tools (e.g., Claude, Gemini, ChatGPT, Copilot)

Practical notes

• Travel may be required to support client engagements.
• Collibra offers a comprehensive benefits package including health coverage, time off, bonus potential, equity for eligible roles, and a monthly Flex Fund stipend.
• Applications are considered without regard to race, color, religion, gender, national origin, age, disability, veteran status, sexual orientation, or any other legally protected characteristic. Accommodations are available for applicants with specific needs.