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Sympera AI

AI-powered platform for relationship banking

Global Strategic Account Executive, Financial Services

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • Fluency in German and English.
  • 12–15 years of enterprise SaaS sales experience, including at least 4 years selling into the financial services vertical.
  • A proven history of meeting or exceeding annual quotas.
  • Deep experience managing complex, multi-stakeholder sales cycles, typically lasting 6–18 months.
  • Demonstrated ability to build and nurture executive relationships, influence decision-making, and close high-value enterprise SaaS deals.
  • Strong understanding of the financial services industry, including its ecosystem, business challenges, buying cycles, and regulatory environment.
  • Proficiency with Salesforce or a similar customer relationship management system.
  • Willingness to travel as needed, up to 50%, for client engagements and industry events.

Responsibilities

  • Develop, execute, and own the go-to-market strategy for targeted financial services accounts, driving new customer acquisition and expanding business with existing customers.
  • Consistently achieve and exceed assigned quota through proactive pipeline generation, effective deal execution, and enterprise sales excellence.
  • Build strategic relationships with C-level and senior executive decision-makers, influence digital transformation initiatives, and position SymphonyAI’s SaaS solutions as mission-critical.
  • Lead complex, multi-stakeholder sales cycles from prospecting through negotiation, contracting, and close.
  • Collaborate cross-functionally with product, customer success, marketing, and executive leadership to deliver solutions and drive customer outcomes.
  • Provide accurate pipeline and forecast management using Salesforce and other sales tools.
  • Represent SymphonyAI at industry events, conferences, and customer meetings to elevate its brand and thought leadership in the financial services sector.

Desired Qualifications

  • Domain expertise in financial services technology, regulatory compliance, or digital transformation trends.
  • Experience in fast-paced, high-growth SaaS organizations.

About the Company

Sympera AI

AI-powered platform for relationship banking

Sympera AI provides an AI-powered platform for financial institutions that strengthens relationship banking. It helps banks and their relationship managers be more productive and grow client portfolios by offering financial intelligence and sales enablement tools. The platform combines market intelligence with client relationship management so bankers can uncover opportunities, monitor the health of business relationships, and choose effective strategies. This differentiates Sympera AI by offering an integrated solution that pairs data-driven insights with CRM capabilities, aimed at improving service and outcomes for clients. The company’s goal is to redefine relationship banking by using big data and AI to drive business growth and higher client satisfaction for financial providers.

Company size
11-50
Company stage
Seed
Total funding
$10M
Headquarters
New York City, New York
Founded
2024

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