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Within

AI-powered platform automating accounting and compliance

Enterprise Account Executive

Account ExecutiveUpdated on Nov 12
Full-timeSan Francisco, CA, USA

About the Job

Requirements

  • Have 7+ years of enterprise software-as-a-service sales experience with a consistent track record of exceeding quota, including at least 3 years selling into financial services, banking, insurance, asset management, or private equity firms.
  • Have a proven history of building a territory from scratch rather than inheriting a book of business or relying on inbound leads.
  • Be skilled at selling to senior executives and articulating business value in terms of financial outcomes rather than product features.
  • Possess strong financial acumen and understand how financial institutions and private equity firms operate, evaluate technology investments, and make decisions.
  • Have experience managing complex six- and seven-figure enterprise deal cycles with multiple stakeholders, long timelines, and rigorous procurement processes.
  • Display commitment and resilience with prior employers; the company is not seeking candidates who change employers every 18–24 months.
  • Be AI-native and use AI in daily work to improve sales performance.
  • Be coachable and willing to adapt.
  • Be customer-focused, entrepreneurial, action-oriented, and able to advance customer outcomes.
  • Have strong executive-level communication and the ability to move between technical conversations and business-value storytelling.

Responsibilities

  • Build and own a territory of accounts from the ground up by sourcing pipeline through outbound prospecting, executive networking, industry events, and strategic partnerships.
  • Run full-cycle enterprise sales processes targeting VP, SVP, EVP, and C-suite decision-makers, from initial discovery and qualification through negotiation and close.
  • Develop deep domain expertise in AI workflows to position Within’s platform as a transformative solution.
  • Craft and deliver executive-level business cases, return-on-investment analyses, and proposals tailored to each account’s pain points and strategic priorities.
  • Navigate complex, multi-stakeholder buying cycles across business leadership, information technology, procurement, legal, and compliance, building consensus and urgency at every stage.
  • Partner with Solutions Consultants to orchestrate proof-of-value engagements using the prospect’s own data and processes.
  • Maintain disciplined pipeline management and accurate forecasting, using MEDDPICC or an equivalent qualification framework.
  • Travel to meet customers and prospects in person, attend industry events, support critical deal moments, and build executive relationships.
  • Own the sales motion from first outreach through signed contract, partnering with Solutions Consultants, Marketing, and Customer Success to qualify opportunities, navigate complex buying committees, and build business cases.
  • Convert Fortune 2000 institutions into Within customers and help customers realize value from closed deals.

Desired Qualifications

  • Have direct experience selling AI or digital transformation technology into financial services or private equity accounts and articulate technical differentiation against technology competitors and consulting-led alternatives.
  • Bring executive-level relationships across major financial institutions, private equity firms, or portfolio companies that can be activated immediately.
  • Have experience partnering with or selling alongside Big Four and management consulting firms, including understanding how technology vendors co-sell with professional services organizations in financial services.
  • Have sold into complex regulatory environments and understand the compliance, security, and data governance requirements financial services buyers demand.
  • Bring a track record of building sales playbooks, account plans, and go-to-market strategies for new verticals from scratch.
  • Be able to balance strategic, long-cycle deal management with the pace of an early-stage sales organization.
  • Have a track record of using a variety of AI tools across the sales process, including discovery, return-on-investment analysis, and closing; building agents and skills is a plus.

About the Company

Within

AI-powered platform automating accounting and compliance

Klarity builds an AI-powered platform to automate accounting and compliance workflows, especially document-heavy processes. Its flagship product, Klarity Automate, handles multiple document formats to execute tasks in accounting and compliance with high precision, reducing audit risk and ensuring ASC 606 compliance. The platform operates as a B2B SaaS offering, with subscriptions that enable enterprises and high-growth companies to automate finance and operations tasks. Klarity also offers Klarity Architect, a tool that creates AI-generated process documentation with captured screenshots to provide visual context and help map and understand workflows. The company's goal is to provide a production-grade AI backbone for finance teams that lowers costs, improves quality, and speeds up processes while maintaining compliance.

Company size
51-200
Company stage
Series B
Total funding
$90.4M
Headquarters
San Francisco, CA
Founded
2017

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