Red Oak is hiring an Account Executive to drive new business growth and expand market footprint within the financial services industry. You will own the full sales cycle from prospecting to close while collaborating cross-functionally to deliver tailored solutions in a high-growth compliance technology environment.
What You'll Do
- Own the development and execution of targeted sales strategies to acquire new customers and expand market share within the financial services sector.
- Manage the full sales cycle, including prospecting, qualification, solution presentation, proposal development, contract negotiation, and closing.
- Collaborate with internal teams—including Product, Marketing, and Revenue Operations—to align on go-to-market strategies and ensure a seamless buyer experience.
- Take the lead on contract initiation and execution with clients and external partners, ensuring accuracy, compliance, and timely delivery.
- Monitor and analyze key performance metrics such as pipeline velocity, win rates, and revenue targets, taking corrective action when performance is below expectations.
- Maintain a deep understanding of Red Oak’s expanding product portfolio and effectively position solutions against competitors in the market.
- Build and maintain strong relationships with key stakeholders, including C-level executives, compliance officers, and technology leaders.
- Stay informed on industry trends, regulatory changes, and emerging technologies to better serve client needs and inform sales strategy.
- Represent Red Oak at industry events, conferences, and client meetings to build brand awareness and generate new business opportunities.
What We're Looking For
- 5+ years of SaaS sales experience.
- Experience in financial services or compliance technology.
- Proven ability to meet or exceed sales targets.
- Proven ability to drive the sales process from plan to close.
- Proven ability to position complex solutions effectively.
- Exceptional presentation, negotiation, and interpersonal skills.
- Ability to influence stakeholders at all levels of an organization.
- Demonstrated success in developing client-focused, differentiated, and achievable solutions in a competitive market.
- Familiarity with financial services workflows, compliance requirements, and SaaS business models.
- Self-starter with a high level of accountability, integrity, and a strong desire to succeed in a fast-paced, high-growth environment.
Red Oak is an equal opportunity employer.
