Windfall

Account Executive - Financial Services

San Francisco Full-Time On-site
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Job Description

We are growing our Commercial Sales team at Windfall! As an Account Executive, you will be the face of our sales organization, owning the full sales cycle and selling our industry-leading data enrichment offerings through a consultative, value-based selling approach. Windfall's wealth data powers high-impact use cases across industries, helping companies identify high-net-worth customers, personalize outreach, strengthen loyalty programs, and grow their customer base at scale.

As an Account Executive on the Financial Services team, you will own new business generation within financial services enterprises — spanning wealth management, private banking, national and regional banking, insurance, real estate, and alternative investments. This is a full-cycle, quota-carrying seller role: you'll build and run your own pipeline through outbound prospecting and channel/event engagement, apply consultative selling to FS-specific pain points and buying processes, partner closely with Solutions Engineering and Revenue Operations, and own negotiation, pricing, and closing through signature.

We’re on a mission to change how organizations perceive and use people data. And we hold true to our core values of: (1) Be an excellent communicator; (2) Operate with transparency; (3) Provide leverage, not optimization; (4) Win When Our Customers Win; and (5) Act with integrity and trust.

Frequently Asked Questions

What does the Account Executive - Financial Services role at Windfall involve?

The Account Executive - Financial Services position at Windfall in San Francisco is a full-time role. We are growing our Commercial Sales team at Windfall! As an Account Executive, you will be the face of our sales organization, owning the full sales cycle and selling our industry-leading data enrichment offerings through a consultative, value-based selling approach. Windfall's wealth data powers high-impact use cases across industries, helping companies identify high-net-worth customers, personalize outreach, strengthen loyalty programs, and grow their customer base at scale. As an Account Executive on the Financial Services team, you will own new business generation within financial services enterprises — spanning wealth management, private banking, national and regional banking, insurance, real estate, and alternative investments.

What skills are required for Account Executive - Financial Services at Windfall?

Key skills for this role include: Rust.

What is the salary for Account Executive - Financial Services at Windfall?

The salary for this position is not publicly listed. You can negotiate during the interview process. Check Glassdoor or Levels.fyi for estimates.

Is the Account Executive - Financial Services position at Windfall remote or on-site?

This position is On-site. The role is based in San Francisco.

How do I apply for Account Executive - Financial Services at Windfall?

You can apply for this position directly through the employer's careers page. Click the 'Apply Now' button on this page to be redirected to the original listing. Make sure your resume is ATS-optimized. Use SpotChange's free ATS test to check.

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About This Role

Account Executive - Financial Services at Windfall is a full-time sales position in San Francisco. Key skills include Rust. Education: Bachelor's Degree preferred. Experience: 3+ years.

This role is classified as on-site and is suitable for mid level-level professionals. Ghost Score 20/100 (Probably Active) indicates this listing is probably active with recent employer engagement.

To apply, visit the official application page through the Apply Now button above. SpotChange Jobs provides AI-powered career tools including resume optimization, ATS testing, interview preparation, and salary negotiation assistance.