Associate Account Executive– Financial Services Sales jobs in United States
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CENTRL Inc · 12 hours ago

Associate Account Executive– Financial Services Sales

CENTRL Inc is a growing Silicon Valley technology AI company specializing in automating diligence and DDQ/RFP responses for financial services. They are seeking an Associate Account Executive to manage a defined sub-vertical within Financial Services, driving the full sales cycle and building relationships with key stakeholders.

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H1B Sponsor Likelynote

Responsibilities

Own and manage a defined Financial Services sub-vertical, acting as the anchor Account Executive for that segment
Drive the full sales cycle for opportunities within the assigned vertical, from initial discovery through close, with support from senior leadership as needed
Conduct discovery calls to understand prospect workflows, pain points, and buying criteria
Lead product demonstrations and workflow walkthroughs tailored to customer use cases
Build and maintain a healthy pipeline through a combination of inbound leads and outbound prospecting
Develop strong relationships with key stakeholders across IR, Compliance, Risk, Operations, and Legal teams
Collaborate closely with senior AEs and leadership on deal strategy, pricing, and negotiation
Partner with Marketing and Product to share market feedback and inform messaging and roadmap priorities
Maintain accurate opportunity tracking, forecasting, and activity logging in Salesforce
Continuously build expertise in CENTRL’s platform, the competitive landscape, and Financial Services workflows

Qualification

SaaS sales experienceFinancial Services knowledgeSalesforce proficiencyCoachableCuriousCommunication skills

Required

1–3 years of experience in SaaS sales, business development, or a client-facing role
Interest in Financial Services, risk, compliance, or investment management workflows
Strong communication skills and comfort speaking with customers
Coachable, curious, and motivated to grow in a sales career
Ability to manage multiple tasks and follow structured sales processes

Preferred

Experience with Salesforce or other CRM tools

Benefits

Competitive base compensation package, with OTE-based commission

Company

CENTRL Inc

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CENTRL is a leading AI powered third party risk and diligence platform for financial institutions worldwide.

H1B Sponsorship

CENTRL Inc has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (3)
2023 (2)
2021 (6)
2020 (1)

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Lavelle Capital
2024-09-15Series Unknown
2016-11-10Series B
2015-08-10Series A

Leadership Team

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Sanjeev Dheer
Founder & CEO
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Company data provided by crunchbase