Account Executive; Financial Services

RecordPoint is a data and information lifecycle management SaaS product designed to give highly-regulated organizations a competitive edge through safer, more secure, and better-managed data. We're a disruptor in our industry, set apart from competitors by our cutting edge technology and innovation-first mindset.

Our global customer list includes top-tier brands and government agencies like the City of New York, Westpac, National Australia Bank (NAB), Australian Prudential Regulation Authority (APRA), Security Benefit, Cupertino Electric, Australian Securities & Investments Commission (ASIC), Transport for NSW, Ausgrid, Pacific Gas & Electric (PG&E), and Delaware Life.

But there's more to us than the what we do — like the who behind it all. Team RecordPoint is made up of 100+ tech-driven professionals at the top of their respective fields. Together, we foster a supportive, collaborative and transparent environment, collectively working toward the singular goal of continuously doing better.

While we've got all the perks you'd expect — think truly flexible work arrangements, generous paid parental leave, 4 weeks annual leave and Employee Share Options — you might find that the greatest benefit of all, is the team you join.

As a quota carrying Account Executive, focused on the Financial Services vertical, you will drive RecordPoint’s growth by acquiring new customers through strategic, consultative selling. You'll engage directly with stakeholders, helping them understand how RecordPoint’s innovative Data Trust Platform addresses their critical compliance, efficiency, and data security needs across enterprise and mid-market segments.

• Proactively identify, qualify, and close new business opportunities within enterprise and mid-market organizations in the Financial Services sector.
• Develop and maintain a healthy pipeline to consistently achieve sales quotas.
• Execute a verticalized ABM strategy for accounts within your vertical.
• Work closely with the SDR team, providing guidance on outreach strategies, collaborating on prospecting efforts, and sharing market insights to improve overall lead quality.
• Partner with Marketing to effectively manage inbound leads and execute targeted outreach campaigns.
• Collaborate cross-functionally with Customer Success to ensure smooth customer onboarding and long-term satisfaction.
• Provide insightful input to refine messaging, positioning, and GTM strategies for enterprise and mid-market clients.
• Use our state of the art Sales and Marketing technology stack to move prospects efficiently through the funnel.
• Deploy MEDDPICC to map out sales qualification stages and increase deal velocity.

• Conduct strategic outbound prospecting using Gong and Linked In to generate high-quality opportunities.
• Leverage data analytics and sales intelligence platforms to enhance targeting, personalize outreach, and increase the effectiveness of sales efforts.
• Execute compelling online product demos, clearly demonstrating value aligned with customer needs.
• Build and leverage MEDDPICC methodologies and buyer-centric sales processes to drive efficiency and success.
• Master the art of multithreading, building business cases, and empowering internal champions to sell internally when direct engagement is not possible.
• Manage the entire sales cycle from discovery calls to negotiations and deal closures.
• Represent RecordPoint at industry conferences, webinars, and networking events.
• Maintain meticulous CRM hygiene in Salesforce, tracking and forecasting opportunities accurately.
• Engage actively in team meetings, sharing insights and strategies to enhance team performance.

• Proven background in solution selling and strong ability to position and articulate value-based solutions tailored to customer challenges.
• 5-10 years of SaaS sales experience, ideally selling to enterprise and mid-market clients within the FSI sector.
• Proven ability to manage complex sales cycles with multiple stakeholders.
• Exceptional communication and presentation skills, with an ability to articulate technical concepts clearly.
• Familiarity with modern sales tools, especially Gong, Linked In…