Sr. Account Executive, Financial Services

Added
4 minutes ago
Type
Full time
Salary
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Related skills

looker fintech partnerships tableau performance marketing

πŸ“‹ Description

  • Define GTM for Banking & Wealth; drive client acquisition & channel growth.
  • Lead budget planning, forecasting, and revenue growth via data-driven insights.
  • Identify opportunities to boost partner ROI and grow client spend across financial products.
  • Develop pricing frameworks and yield optimization to balance scale and margins.
  • Build and manage partner relationships; lead renewals and performance reviews.
  • Collaborate with Media, Product, Data, Eng, Finance, and Creative on initiatives and tests.

🎯 Requirements

  • 5+ years of experience in performance marketing, strategic partnerships, client success, or fintech/banking/wealth marketing.
  • Proven success driving revenue growth, large budgets, and scaled programs.
  • Strong analytical orientation; translate data into actionable insights.
  • Excellent client-facing and relationship-management skills; consultative approach.
  • Strong written and verbal communication; present insights to senior stakeholders.
  • Proficiency with Excel, dashboards, and BI tools (Looker, Tableau, Google Analytics).

🎁 Benefits

  • Performance bonus or commission and equity in RSUs.
  • Health care, retirement benefits, and standard employee benefits.
  • Paid time off, sick leave, parental leave, and vacation benefits.
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