Note: The job is a remote job and is open to candidates in USA. PerformLine is a leading provider of multi-channel marketing compliance technology for enterprises in highly regulated industries. They are seeking a Senior Account Executive to build and manage a sales pipeline, leveraging financial services relationships to close complex enterprise deals and drive vertical expansion into new markets.
Responsibilities
- Build pipeline from scratch across a named account list — you'll have inbound support, but pipeline ownership starts with you
- Use AI tools (including Claude) to research accounts, sharpen outreach, and prioritize the highest-potential opportunities
- Accelerate and grow relationships with prospects across all layers of target accounts
- Run complex, multi-stakeholder enterprise deals spanning compliance, legal, risk, and C-suite
- Own the full cycle from sourcing through red lines and close
- Know when to stick to the playbook and when to get creative to push deals across the finish line
- Lead vertical expansion efforts into insurance and wealth management, leveraging existing financial services relationships to open new markets
- Partner with Marketing and Client Success on messaging and expansion opportunities
- Strategize and communicate effectively with internal stakeholders on pipeline progress, revenue forecast, and feature requests — using AI to speed up account research, forecasting, and prep
- Represent PerformLine at industry events and conferences to build brand presence and source pipeline
Skills
- 7+ years of B2B enterprise SaaS sales experience (GRC/compliance software is a plus), with consistent quota attainment
- Demonstrated success selling into enterprise financial services (banking, insurance, wealth management, or fintech)
- A real network of financial services relationships you can activate
- Experience sourcing and managing enterprise deal cycles averaging 6+ months
- Comfort in ambiguity: you've operated without a fully built territory, playbook, or support infrastructure and figured it out
- Strong executive presence and communication skills — you can command a room with a CISO and a CFO in the same conversation
- Proficiency in Salesforce and modern sales tech stack
- Experience with AI platforms (Claude, etc.)
Benefits
- Exact compensation for this role depends on a variety of factors, including experience, skills, internal equity, market data, and location.
- To view our benefits package, visit the PerformLine Careers page!
Company Overview