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Windfalldata

Account Executive - Financial Services

San Francisco

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hirly's read of this role

Role family
Sales
Seniority
Mid level
Stated salary
$240,000 – $280,000 per year
Country
US
Work mode
On-site / unstated
First seen by hirly
1 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

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.

Original posting on Windfalldata's site ↗

Listed on hirly, a job board. hirly is not the employer: Windfalldata is hiring for this role.

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