Account Executive - Banking and Wealth

Account Executive, Enterprise

Behavox

ABOUT BEHAVOX Behavox is a cloud-native AI company providing an integrated controls platform for global banks, asset managers, hedge funds, private equity firms, insurance businesses, and commodity firms. The platform unifies communications and trade surveillance, compliant archiving, policy management as well as front-office analytics on a single, AI-native technology stack, delivered as a globally scalable SaaS-based cloud service. At Behavox, our engineering culture is built around speed, experimentation, and technical excellence, following agile principles and rapid iteration. We constantly test and adopt the latest cloud technologies and AI tooling, optimising for fast feedback loops and execution. We look for people who can move fast, challenge conventional wisdom, and who want to work at the frontier of modern AI, SaaS platforms, and distributed systems. Behavox is a high-performance organisation with a strong bias toward delivery, ownership, and responsibility. We commit, and we execute. We are building systems that are complex, mission-critical, and global in scale; systems that many consider too large or too difficult. To do that, we seek the smartest, most technically capable engineers and technologists who take end-to-end responsibility and want to win by building what others cannot. Founded in 2014 and backed by SoftBank Vision Fund, Behavox is headquartered in London, with offices worldwide, including New York City, Montreal, Seattle, Singapore, and Tokyo. ABOUT THE ROLE The Enterprise Account Executive is responsible for driving revenue growth within a named list of enterprise accounts aligned to one of Behavox’s core verticals: Banking and Capital Markets, Asset and Wealth Management, Private Equity, or Commodities. The role is primarily focused on new business acquisition, managing complex enterprise sales cycles averaging nine months with deal sizes of $200K+, while also owning selective expansion and renewal activity within a limited set of existing customers. This role owns the full commercial sales lifecycle, including AE-led outbound prospecting, qualification, value articulation to both above-the-line business stakeholders and below-the-line functional buyers, commercial negotiation, and contract execution for the Behavox Controls Platform. The Account Executive is accountable for articulating and advancing a clear business value case by aligning customer strategic objectives, economic outcomes, and executive priorities to the commercial decision. The role also maintains disciplined sales execution through accurate pipeline management, forecasting, and activity hygiene in HubSpot. Following initial contract signature, the Account Executive retains commercial ownership of the account and partners with Customer Success to support adoption and execute value-driven expansion and renewal opportunities. WHAT YOU'LL BRING 1. Enterprise executive buying behavior – Knowledge of how senior business leaders in regulated financial institutions evaluate investments based on strategic alignment, economic impact, and business outcomes. 2. Vertical-specific business and regulatory drivers – Understanding of the commercial objectives, regulatory pressures, and operating models relevant to the assigned industry vertical. 3. Behavox Controls Platform business value – Knowledge of how the platform supports enterprise risk reduction, operational efficiency, and control effectiveness in ways that align to executive priorities. 4. Complex enterprise sales economics – Knowledge of long-cycle, high-value sales motions, including stakeholder alignment, budget ownership, and multi-stage commercial approvals. 5. Account lifecycle and value realization – Understanding of how realized customer value, sustained engagement, and commercial outcomes support renewals and expansion over time. WHAT YOU'LL DO 1. Enterprise outbound prospecting and pipeline creation – Owns outbound pipeline generation within a named account list, with heavy reliance on direct AE-led prospecting activity, and in partnership with SDR and Marketing to engage both above-the-line business stakeholders and below-the-line functional buyers within the assigned vertical. 2. End-to-end enterprise deal ownership – Executes the full commercial sales process from initial engagement through negotiation and close on $200K+ opportunities with extended sales cycles. 3. Value-based selling – Owns articulation of the Behavox Controls Platform business value by linking platform capabilities to customer strategic objectives, economic outcomes, and executive priorities to influence senior decision-makers and progress buying decisions. 4. Commercial negotiation, deal governance, and CRM hygiene – Leads pricing discussions, commercial negotiations, and contract execution within established approval frameworks, while maintaining accurate, timely deal data, activity logging, and forecasting hygiene in HubSpot. 5. Post-signature account ownership – Retains commercial ownership after initial close and works with Customer Success to scope, qualify, and close expansion opportunities within existing accounts. WHAT WE OFFER * The opportunity to work on a global, mission-critical AI platform alongside the best engineers and technologists across multiple geographies. * A role with real ownership and impact, building complex systems at scale in an environment that values speed, experimentation, and technical excellence. * A highly attractive benefits package, including competitive cash compensation, an equity award aligned with long-term value creation, and comprehensive health insurance for employees and their families. * Modern, comfortable offices in New York and Virginia. If you're based in either city, 2 days in office per week is required. Otherwise, travel as needed. * A generous time-off policy of 30 days annually, plus public holidays and sick leave, recognising the importance of sustained high performance. ABOUT OUR PROCESS We take Talent very seriously and we are building a community of extraordinary individuals working together in very high performing teams. We also know that the best Talent always has options so we believe that the process has to be a two way assessment - the company AND the candidate assessing the business needs alignment, the career next step alignment, and the cultural alignment.  During the process we will begin by exploring the core factors regarding salary and location along with core experience and skills and values alignment. We will then deep dive explore the critical technical competencies we have identified for the role, and then we will deep dive in behavioral competencies. The most aligned candidate will then be asked to do a practical work task simulation activity so we can make sure that you will enjoy the kind of work the role requires, and this task will typically be presented and discussed with a group of colleagues and managers. Finally we will ask you to meet with a number of our senior leaders to make sure that you are making the most informed call possible. PLEASE NOTE THAT: * We want to get to know you and have a genuine conversation, so the use of AI tools or assistance during live interviews is strictly prohibited and will result in immediate disqualification from the process  * Interviews may be recorded for internal review purposes to ensure fairness and enable collaborative hiring discussions within the team.

Senior Sales Account Executive, Enterprise

Behavox

ABOUT BEHAVOX Behavox is a cloud-native AI company providing an integrated controls platform for global banks, asset managers, hedge funds, private equity firms, insurance businesses, and commodity firms. The platform unifies communications and trade surveillance, compliant archiving, policy management as well as front-office analytics on a single, AI-native technology stack, delivered as a globally scalable SaaS-based cloud service. At Behavox, our engineering culture is built around speed, experimentation, and technical excellence, following agile principles and rapid iteration. We constantly test and adopt the latest cloud technologies and AI tooling, optimising for fast feedback loops and execution. We look for people who can move fast, challenge conventional wisdom, and who want to work at the frontier of modern AI, SaaS platforms, and distributed systems. Behavox is a high-performance organisation with a strong bias toward delivery, ownership, and responsibility. We commit, and we execute. We are building systems that are complex, mission-critical, and global in scale; systems that many consider too large or too difficult. To do that, we seek the smartest, most technically capable engineers and technologists who take end-to-end responsibility and want to win by building what others cannot. Founded in 2014 and backed by SoftBank Vision Fund, Behavox is headquartered in London, with offices worldwide, including New York City, Montreal, Seattle, Singapore, and Tokyo. ABOUT THE ROLE The Senior Enterprise Account Executive is responsible for driving revenue growth within a named portfolio of strategic enterprise accounts aligned to one of Behavox’s core verticals: Banking and Capital Markets, Asset and Wealth Management, Private Equity, or Commodities. The role focuses on new business acquisition and expansion within highly complex customer environments, managing larger deal sizes involving broader buying groups, multiple business units, and higher organizational complexity than BCL3 roles, while maintaining ownership of selective renewals within their account set. This role owns the full commercial sales lifecycle for strategic accounts, including AE-led outbound prospecting, opportunity shaping, value articulation to both above-the-line business stakeholders and below-the-line functional buyers, commercial negotiation, and contract execution for the Behavox Controls Platform. The Senior Account Executive is accountable for shaping and advancing the commercial value case by aligning customer strategic objectives, economic outcomes, and executive priorities to the buying decision, and for maintaining durable executive relationships across complex stakeholder environments. The role operates with greater autonomy over deal strategy, stakeholder navigation, and commercial sequencing while executing within established go-to-market strategy and commercial frameworks. Disciplined pipeline management, forecasting accuracy, and sales hygiene in HubSpot are required to support predictability across a strategic book of business. Following initial contract signature, the role retains commercial ownership of the account and partners with Customer Success to drive value-led expansion and renewals. WHAT YOU'LL BRING 1. Executive enterprise buying dynamics – Deep knowledge of how senior executives in large, regulated financial institutions evaluate strategic investments across multiple business units and stakeholder groups. 2. Advanced vertical business and regulatory context – Strong understanding of the business models, regulatory pressures, and control challenges shaping strategic priorities within the assigned industry vertical. 3. Behavox Controls Platform strategic value – Knowledge of how the platform supports enterprise-wide risk, compliance, and operational objectives, and how that value is positioned to executive and business unit leaders. 4. Complex multi-stakeholder deal economics – Knowledge of high-value enterprise sales involving multiple buyers, budget owners, and approval paths across business units. 5. Strategic account lifecycle management – Understanding of how executive alignment, cross-business adoption, and commercial stewardship support sustained growth within strategic accounts. WHAT YOU'LL DO 1. Strategic outbound prospecting and pipeline ownership – Owns outbound pipeline generation within a strategic named account portfolio, with heavy reliance on direct AE-led prospecting and partnership with SDR and Marketing to engage senior executive and functional stakeholders across business units. 2. Complex enterprise deal leadership – Owns end-to-end commercial execution for large, complex opportunities involving multiple buying groups, setting deal strategy, stakeholder engagement plans, and negotiation approach through close. 3. Executive-level value-based selling – Owns the articulation and progression of a strategic value case for the Behavox Controls Platform by linking enterprise objectives, economic impact, and executive priorities to the buying decision. 4. Advanced commercial negotiation, deal governance, and CRM hygiene – Leads complex pricing and commercial negotiations, structures non-standard deal terms within approval frameworks, and maintains high-fidelity pipeline, activity, and forecast hygiene in HubSpot. 5. Strategic post-signature account ownership – Retains commercial ownership after close, maintaining executive relationships and working with Customer Success to identify, scope, and close expansion opportunities across business units. WHAT WE OFFER * The opportunity to work on a global, mission-critical AI platform alongside the best engineers and technologists across multiple geographies. * A role with real ownership and impact, building complex systems at scale in an environment that values speed, experimentation, and technical excellence. * A highly attractive benefits package, including competitive cash compensation, an equity award aligned with long-term value creation, and comprehensive health insurance for employees and their families. * Modern, comfortable offices in New York and Virginia. If you're based in either city, 2 days in office per week is required. Otherwise, travel as needed. * A generous time-off policy of 30 days annually, plus public holidays and sick leave, recognising the importance of sustained high performance. ABOUT OUR PROCESS We take Talent very seriously and we are building a community of extraordinary individuals working together in very high performing teams. We also know that the best Talent always has options so we believe that the process has to be a two way assessment - the company AND the candidate assessing the business needs alignment, the career next step alignment, and the cultural alignment.  During the process we will begin by exploring the core factors regarding salary and location along with core experience and skills and values alignment. We will then deep dive explore the critical technical competencies we have identified for the role, and then we will deep dive in behavioral competencies. The most aligned candidate will then be asked to do a practical work task simulation activity so we can make sure that you will enjoy the kind of work the role requires, and this task will typically be presented and discussed with a group of colleagues and managers. Finally we will ask you to meet with a number of our senior leaders to make sure that you are making the most informed call possible. PLEASE NOTE THAT: * We want to get to know you and have a genuine conversation, so the use of AI tools or assistance during live interviews is strictly prohibited and will result in immediate disqualification from the process  * Interviews may be recorded for internal review purposes to ensure fairness and enable collaborative hiring discussions within the team.

Business Development Representative - Banking & Wealth

Plaid

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every institution in the banking and wealth management ecosystem can benefit from better financial technology, and that many traditional financial firms that don't currently consider themselves to be fintech actually need to operate like one to win. You'll be the one helping us achieve this vision. As a New Business Representative for our Banking & Wealth (B&W) segment, you'll forge the path to finding new clients and prospecting traditional banks, credit unions, wealth-tech platforms, and digital brokerages for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbound selling experience who can demonstrate the added value of Plaid and what impact it can have on modernizing the banking and investment experience. In this role, you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer-centric, resilient, challenges the status quo, and has a deep interest in advancing their career in fintech sales. RESPONSIBILITIES * Acting as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business within the Banking & Wealth verticals. * Liaising with Marketing to provide feedback on B&W-specific campaigns and designing new outbound efforts. * Identifying prospects and building pipelines through outbound campaigns targeted at decision-makers in digital banking, wealth management, and brokerage operations. * Helping new clients get started with Plaid and answering questions about our products, specifically around account funding, investment data, and open banking connectivity. * Identifying the most promising sub-verticals (e.g., credit unions, RIA platforms, digital brokerages) to help drive increased revenue opportunity. QUALIFICATIONS * 1-3 years of experience in pipeline development and/or sales (preferably at a SaaS or Fintech company). * Leading high-level conversations with banking and wealth management stakeholders. * The ability to evangelize Plaid’s value proposition in order to assess buying interest from traditional and modern financial institutions alike. * The ability to thrive in a high customer volume, time-sensitive environment. * Having a relentless mindset and unwillingness to quit. * Proficiency in using Salesforce.com or other CRM. * Experience working with customers and explaining technical products. Strong interest in the financial services industry, market trends, and technical products; a high degree of intellectual curiosity. * Excitement to work in a high-growth environment and to help build processes and tools as needed. * Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs (specifically our Investments, Auth, and Identity products). Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.