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Toptal

Marketplace connecting businesses to top freelancers

Enterprise Sales Executive - Banking, Financial Services and Insurance

Account ExecutiveConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • A bachelor's degree is required.
  • Seven to ten or more years of demonstrated success in enterprise new-business development and sales, ideally in consulting, technology services, professional services, or managed services.
  • Experience selling into banking, financial services, wealth, capital markets, and/or insurance organizations, with demonstrated understanding of industry dynamics, business priorities, and enterprise buying environments.
  • A proven track record personally originating, developing, and closing enterprise clients rather than relying on inherited accounts, established relationships, or account expansion.
  • Consistent achievement or overachievement of new-logo and new-business bookings targets, with evidence of individual contribution to pipeline creation and closed business.
  • Demonstrated ability to build a territory and qualified pipeline from scratch through direct prospecting, executive networking, account penetration, and competitive displacement.
  • Experience originating and closing complex, high-value enterprise engagements, ideally with organizations generating over $2 billion in annual revenue.
  • Proven success selling consultative, service-oriented solutions involving technology, consulting, managed services, or other complex professional services.
  • Strong understanding of financial institutions’ challenges, including technology modernization, digital transformation, artificial intelligence adoption, operational efficiency, customer experience, and evolving regulatory and risk considerations.
  • Ability to engage credibly with C-suite executives and senior business and technology leaders in banking, financial services, wealth, capital markets, or insurance organizations, develop executive sponsorship, and navigate complex stakeholder environments.
  • Strong business acumen and ability to uncover client challenges, shape commercial opportunities, and translate business priorities into compelling solutions.
  • Demonstrated success leading full-cycle enterprise sales pursuits, including opportunity qualification, solution development, competitive positioning, pricing, negotiation, procurement, and contracting.
  • Experience navigating procurement, legal, information security, risk management, and compliance processes at large financial institutions.
  • Strong understanding of emerging technologies, including artificial intelligence, and ability to discuss practical applications to enterprise business challenges in financial services.
  • Experience collaborating with multidisciplinary teams to shape and win complex engagements while retaining personal ownership of the sales outcome.
  • Strong commercial discipline in pipeline management, forecasting accuracy, opportunity prioritization, and consistent execution.
  • Resilience, persistence, competitive drive, and ability to create momentum where opportunities must be earned rather than provided.
  • Entrepreneurial mindset, intellectual curiosity, sound judgment, and ability to operate independently in a fast-paced, high-accountability environment.
  • Regular or periodic travel to meet and engage with clients and customers inside and outside the employee’s geographic location.
  • Outstanding written and verbal communication skills.
  • Ability to work in a fast-paced, rapidly growing company and handle varied challenges, deadlines, and a diverse array of contacts.
  • Ability to regularly and reliably attend scheduled virtual team meetings on camera, work independently with minimal supervision, use required digital collaboration tools, and prioritize and self-manage workflows and deadlines.
  • Applicants must be authorized to work in the United States at the time of hire.
  • Resumes and communication must be submitted in English.

Responsibilities

  • Build and convert a pipeline of net-new enterprise clients across banking, financial services, wealth, capital markets, and insurance.
  • Identify high-potential organizations, develop access to decision-makers, uncover business challenges, and create opportunities for Toptal to compete and win.
  • Lead sales from initial engagement through first revenue booking, working with internal subject matter experts and stakeholders to shape solutions, navigate buying processes, and close new business.
  • Own new-logo acquisition and secured bookings, with accountability for identifying, developing, and closing new business.
  • Proactively identify target accounts, develop prospecting strategies, leverage the banking, financial services, and insurance industry network, and create opportunities through disciplined outreach; partner with sales development representatives without depending on them to generate the pipeline.
  • Establish relationships with senior business and technology leaders, economic buyers, and decision-makers at financial institutions without an established commercial relationship with Toptal.
  • Engage prospective clients around strategic priorities, identify business problems, position Toptal’s capabilities, and create compelling reasons to act.
  • Own the full sales cycle, including qualification, discovery, stakeholder alignment, solution positioning, proposal development, negotiation, procurement, contracting, and close.
  • Develop strategies to displace incumbent providers, differentiate Toptal from consulting and technology services firms, and navigate enterprise buying processes, including financial-institution risk, compliance, security, and procurement requirements.
  • Partner with Industry General Managers, sales leaders, practice leaders, pursuit teams, and delivery teams to combine specialized talent, technology, artificial intelligence, consulting, and managed services solutions for client needs.
  • Maintain sufficient qualified pipeline to deliver new-logo and bookings targets, accurate opportunity intelligence, forecasting, and disciplined sales execution.
  • Drive opportunities forward, navigate obstacles, negotiate, and remain accountable for securing the business.
  • Transfer signed agreements, commercial commitments, and relevant client context to Client Partners and delivery teams after signing.
  • Build market presence through executive networking, banking and financial services industry events, referrals, and direct engagement.
  • In the first week, onboard to Toptal’s business model, value proposition, and capabilities; learn sales methodologies, prospecting tools, commercial processes, industry strategy, target profiles, priority segments and markets; meet supporting leaders; and become familiar with contracting, legal, and commercial processes.
  • In the first month, develop a new-logo acquisition plan with the BFSI Industry General Manager and Sales Leader; prospect new accounts; establish outbound and executive outreach cadence; coordinate with sales development representatives; begin discovery and build a qualified pipeline; and learn to position Toptal’s capabilities against industry priorities.
  • In the first three months, establish a measurable pipeline of qualified opportunities; build economic-buyer relationships; lead pursuits and develop tailored proposals with internal experts; qualify, advance, and close opportunities through complex buying processes; secure initial wins and bookings; and maintain accurate pipeline forecasts.
  • In the first six months, establish a track record of acquiring enterprise clients and securing commercial commitments; sustain a healthy new-logo pipeline; generate self-sourced opportunities alongside support from sales development and cross-functional teams; navigate competitive pursuits, executive negotiations, procurement, risk reviews, and contracting; pursue consecutive acquisitions without ongoing account management; and show progress against targets.
  • In the first year, consistently meet new-logo and bookings expectations; establish a repeatable approach to originating and closing enterprise business; maintain a qualified pipeline through prospecting, executive relationships, referrals, and coordinated business development; build a reputation as an effective hunter and closer; and develop executive and market relationships that support continued acquisition.

Desired Qualifications

  • Experience in enterprise new-business development and sales within consulting, technology services, professional services, or managed services.
  • Experience selling complex, high-value engagements to organizations with more than $2 billion in annual revenue.

About the Company

Toptal

Marketplace connecting businesses to top freelancers

Toptal is a global freelance marketplace that connects businesses with vetted professionals in software engineering, design, finance, project management, and product management. It works by screening applicants and accepting a small fraction (about the top 3%), then matching clients with freelancers through flexible engagement models such as managed delivery, consulting, or full-team placements. Clients pay a premium on top of freelancers’ rates, and Toptal earns revenue from this markup. The company emphasizes remote, distributed talent sourcing, allowing it to fill client needs from anywhere in the world. Its goal is to provide reliable, high-quality on-demand expertise to startups and enterprises alike, enabling teams to scale quickly without geographic constraints.

Company size
5,001-10,000
Company stage
Seed
Total funding
$1.4M
Headquarters
San Francisco, CA
Founded
2010

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