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Account Executive - Financial Services

Remote Posted Jun 30, 2026 0 views

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QualtricsJobs
Account Executive - Financial Services

Account Executive - Financial Services

Posted Yesterday
Hiring Remotely in United States
Remote
88K-116K Annually
Junior
Artificial Intelligence • HR Tech • Information Technology • Software • Business Intelligence
Our mission is to help organizations serve and support customers and employees in proactive personalized ways.
The Role
Sell Qualtrics XM to Financial Services clients drive net-new revenue and account expansion manage full sales cycle from prospecting to close build territory plans and forecasts and engage C-suite and senior stakeholders while meeting quota and developing sales skills.
Summary Generated by Built In
At Qualtrics we create software the world’s best brands use to deliver exceptional frontline experiences build high-performing teams and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 18K clients globally. Building a category takes grit determination and a disdain for convention—but most of all it requires close-knit high-functioning teams with an unwavering dedication to serving our customers.
When you join one of our teams you’ll be part of a nimble group that’s empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together by passing the mic and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not they’ll find you. From retail to government to healthcare we’re on a mission to bring humanity connection and empathy back to business. Join over 5000 people across the globe who think that’s work worth doing.
 
Account Executive - Financial Services

Why We Have This Role

Our Financial Services Industry team is a group of highly driven individuals dedicated to closing experience gaps Financial Services corporations in North America. Our SaaS platform is used to help some of the largest Financial Services organizations in the world drive action with pre-built experience management (XM) programs and projects that anyone can use. As a Financial Services Industry Account Executive your overarching objective is to drive company revenue growth through net new customer acquisition and expansion in our current customer base.

How You’ll Find Success

  • Takes initiative
  • Understands the expected outcome gets the context and then works entrepreneurially to get it done.
  • Highly communicative and influences effectively creating trust at the team level.
  • Strong track record of exceeding quota.
  • Ability to acquire clients
  • Strong negotiating skills
  • Ability to sell a complex platform: Qualtrics Experience Management platform to large strategic accounts

How You’ll Grow

  • Structured promotion process/auto promotion process
  • Career Action Planning with Manager
  • Qmobility

Things You’ll Do

  • You sell the Qualtrics platform and become trusted advisors to C-Suite Director and VP level leaders
  • You engage with clients at all points of the sales cycle - including prospecting product demonstrations on-site presentations through close
  • You drive net-new revenue growth through new logo acquisition and expansion of current accounts
  • You educate clients on packages and options applicable to their situation demonstrating how features and benefits match their needs
  • You develop and execute strategic plans for your territory and create reliable forecasts
  • You focus on self-development through daily training and enablement

What We’re Looking For On Your Resume

  • You earned a Bachelor's degree
  • You have experience navigating Salesforce.com LinkedIn Sales Navigator and other prospecting applications
  • You have a proven track record of hitting and exceeding quotas
  • You love closing complex consultative deals
  • You are able to travel when necessary
  • You have 2+ years of sales experience
  • You have at least 1 year of quota-carrying sales experience ideally in SaaS

What You Should Know About This Team

  • Searching for your dream job? At Qualtrics we change the way companies deliver experiences by starting with our own. Come see what it’s like to have an amazing employee experience from the world’s top Experience Management company continually being recognized as one of the best places to work.
  • Qualtrics’ Account Executive team is dedicated to changing the way our customers focus on Experience data. Forrester reports that companies generate a 674% return on investment when using Qualtrics. Now that’s a solution you can get behind!
  • As an Account Executive you will focus on growing new revenue through strategic relationship-based selling a hunter mentality and educating prospective and current customers on the value of Qualtrics XM. Our most successful Account Executives have a track record of exceeding quota acting as trusted advisors to clients and being passionate teammates.
  • The challenge? Qualtrics XM is a very versatile platform adding value to a limitless array of decision makers. If you love a strategic analytical sales process and working with a variety of industries departments and buyers selling Qualtrics XM will always keep you learning and growing.

Our Team’s Favorite Perks and Benefits

  • Salary + Uncapped Commissions and Accelerators
  • 100% Performance based promotions -- not politics or tenure
  • Catered lunch
  • Culture - Incredible work environment - you can wear jeans and bring your dog to the office anytime
  • Quarterly team activities winter and summer parties and lots of Qualtrics swag
The Qualtrics Hybrid Work Model: While this role is exempt from working in office our hybrid work model remains elegantly simple for the rest of the company: we all gather in the office three days a week; Mondays and Thursdays plus one day selected by your organizational leader. These purposeful in-person days in thoughtfully designed offices help us do our best work and harness the power of collaboration and innovation. For the rest of the week work where you want owning the integration of work and life. #remote
 
Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability status as a protected veteran or any other protected characteristic.
 
​​​​​​​Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act Equal Opportunity Employment Employee Polygraph Protection Act
 
Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please let your Qualtrics contact/recruiter know.
 
Not finding a role that’s the right fit for now? Qualtrics Insiders is the one-stop shop for all things Qualtrics Life. Sign up for exclusive access to content created with you in mind and get the scoop on what we have going on at Qualtrics - upcoming events behind the scenes stories from the team interview tips hot jobs and more. No spam - we promise! You'll hear from us two times a month max with fresh totally tailored info - so be sure to stay connected as you explore your best role and company fit.

For full-time positions this pay range is for base per year; however base pay offered within this range may vary depending on location job-related knowledge education skills and experience. A sign-on bonus and restricted stock units may be included in an employment offer. Full-time employees are eligible for medical dental vision life and disability 401(k) with match paid time off a wellness reimbursement mental health benefits and an experience bonus. For a detailed look at our benefits visit Qualtrics US Benefits.

Remote Base Annual Pay Transparency Range
$88000$115500 USD

Skills Required

  • Bachelor's degree
  • 2+ years of sales experience
  • At least 1 year of quota-carrying sales experience
  • Experience using Salesforce.com (CRM)
  • Experience using LinkedIn Sales Navigator
  • Proven track record of hitting and exceeding quotas
  • Experience selling complex consultative SaaS/platform solutions to enterprise accounts
  • Strong negotiating skills and ability to acquire clients
  • Ability to travel when necessary

What the Team is Saying

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The Company
HQ: Provo UT
5000 Employees
Year Founded: 2002

What We Do

Qualtrics is trusted by thousands of the world’s best organizations to power exceptional customer and employee experiences that build deep human connections increase customer loyalty boost employee engagement and drive business success. Our advanced AI and specialized Experience Agents™ allow businesses and governments to proactively interact with customers and employees in personalized ways across every channel and touchpoint respond in-the-moment to fix or improve experiences and stay across the latest market trends and opportunities. Our vision as an organization is to improve the human experience.

Why Work With Us

We're a place where strategic risks are encouraged & complex problems get solved together. Where nimble teams are empowered to set aggressive goals & move fast to win. A place that makes you feel safe as your authentic self. Where everyday work results in growth. And most importantly where what you do matters. That's why we work at Qualtrics.

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Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Our hybrid work model is elegantly simple: we all gather in the office three days a week; Mondays and Thursdays plus one day selected by your organizational leader.

Typical time on-site: 3 days a week
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