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Enterprise account executive - Financial Services
Posted 10 days ago by Validis
We're a team of passionate, data-driven people on a mission to help the accounting and financial services industries move faster with better data. Our platform is built to extract and standardise accounting data, making it easy for audit firms and financial institutions to securely connect to their customers' accounting packages. Validis is a B2B SaaS company with operations in the UK, US, and Australia.
Our clients include the Big Four, global banks, and national firms who use Validis to streamline data collection. Validis has experienced significant growth since its inception and to support this, we are looking to expand our teams across a number of strategic areas.
At Validis, we focus on the interconnected concepts of diversity & inclusion. We're building a place where people can be themselves, contribute openly, and embrace the integrity of their own ideas. We value different perspectives, equitable opportunities, and a respectful, collaborative culture - because diverse teams build better products and deliver better outcomes for our clients. We believe in unbelievable talent and provide an integrated workplace where you can excel.
About the roleWe are seeking a highly experienced Enterprise Account Executive to drive commercial growth with Validis' largest and most strategic Financial Services clients. This role is focused on expanding our existing footprint with leading bank and non-bank lenders, growing adoption across divisions and workflows.
You will own the full enterprise sales lifecycle - from opportunity development through to commercial close, while partnering closely with SLT, Solutions Engineering, Product and Client Success to ensure sustainable long-term growth across our enterprise portfolio. Deep expertise in financial services and lending workflows is strongly preferred.
This is a hybrid role which may require 1-2 days per week in the Validis London office or on site client engagement as needed. Occasional travel may be required for key account meetings, events, and internal workshops.
Key responsibilities of the Enterprise Account Executive Enterprise Sales & Revenue Growth- Expand Validis' footprint within existing bank and non-bank lender clients, driving upsell, cross-sell and multi-workflow adoption
- Build and execute strategic account plans that grow revenue across business units and product lines
- Identify and close new enterprise opportunities within assigned accounts
- Lead complex commercial negotiations including pricing, procurement, security review and contracting
- Develop trusted advisor relationships with senior stakeholders across credit, risk, operations, lending, transformation and technology
- Conduct executive meetings, site visits, discovery workshops and value reviews
- Deeply understand client workflows, objectives and technical environments to position Validis effectively
- Work closely with Solutions Engineering to share enterprise grade solutions and proposals
- Align with Product and Client Success to ensure seamless delivery and long-term expansion
- Provide structured customer insights to inform product roadmap and GTM strategy
- 8-12 years in enterprise sales, account management, or commercial leadership roles in Saas or Financial Services
- Proven success selling into large financial institutions - banks, challenger banks, specialty lenders and enterprise FS organisations
- Strong understanding of lending workflows, underwriting, portfolio monitoring and financial data flows
- Track record of expanding strategic accounts and closing six-figure and seven-figure SaaS contracts
- Exceptional communication and commercial negotiation skills
- Strong analytical abilities and comfort building business cases
- Effective collaborator able to operate across SE, CS and Product teams
- Demonstrated ability to lead complex, multi-thread enterprise SaaS sales cycles within major financial institutions
- Proven track record of expanding footprint within large bank and non-bank lender accounts through structured, multi-year account strategies
- Deep understanding of commercial and asset based lending workflows, underwriting processes, and FS operational environments.
- Able to influence senior stakeholders with clear, compelling value narratives and enterprise level business cases.
- Skilled at uncovering multi workflow needs and shaping multi phase, integration led solutions.
- Strong command of enterprise SaaS pricing, procurement cycles, and multi year contract negotiation.
- Works effectively with SE, Product, and CS teams to drive aligned enterprise outcomes.
- Maintainshigh forecasting accuracy and applies structured enterprise sales methodologies.
- Navigates long, complex enterprise sales cycles with persistence, adaptability, and strategic patience.
- Establishestrusted advisor relationships across all layers of enterprise accounts.
- Experience in high growth or Series B+ SaaS environments
- Familiarity with ERP systems, accounting platforms or lending decision tools
- Experience with audit workflows or portfolio monitoring tools
- Understanding of security/compliance frameworks commonly evaluated by enterprise FS buyer
Note:Acommissionstructurewillbeinplaceforthisposition-OTEdiscussedduringinterviews.
Validis
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