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Strategic Account Executive - Financial Services Vertical

We are Ataccama, and we are on a mission to empower organizations to maximize the transformative potential of data and AI. Our product enables both technical and less technical ‘data people’ across their organizations to create high-quality, governed, safe, and reusable data products. It’s what made us a Leader in the Gartner Magic Quadrant® for Data Quality Solutions™, and what inspired Bain Capital Tech Opportunities to invest in our future growth.


Our vision is to be the leading AI-powered cloud data management company, and to do that, we’re making Ataccama a great place to work and grow. Our people are located across the globe. They succeed by collaborating as a team and thrive in our company culture defined by our core values:


Challenging Fun

ONE Team

Customer Centric

Candid and Caring

Aim High


With 10+ years of solid experience, we are proud to be a global leader in the field of data management. With hundreds of satisfied clients (including Fortune 500 companies) from various industries, we are now further growing our global sales team. We are looking for an energetic Sales Executive to help us successfully target new clients amongst leading global organizations, within the financial services vertical. Your main mission is to sell.



Your challenge
  • Identify and establish connections with new prospects.
  • Prepare proposals and responses to procurement requests.
  • Work independently to develop account plans.
  • Initiate direct contact and build strong relationships with customers at the Director, Vice President, and Senior Management levels.
  • Develop presentations in cooperation with our presales team, lead sales calls, and act as a trusted advisor to highlight the value of Ataccama solutions for client businesses.
  • Manage the sales pipeline and meet regularly with the Ataccama global sales team to update sales forecasts.
  • Monitor and analyze industry segments to keep abreast of current and developing customer trends and requirements, and create tactical sales strategies.
  • Negotiate contracts.
  • Ambitiously pursue, achieve, and exceed your annual revenue target.


Is this You?
  • You have strong experience in sales, ideally in B2B software (5+ years preferred, but not mandatory).
  • You are comfortable with technology, curious to learn more, and know how to explain complex technical concepts to business users.
  • You have a hunter mindset, a can-do attitude, and a strong sense of accountability.
  • You are self-motivated and can produce results with minimal oversight.
  • You welcome an international work environment and you are willing to travel.
  • Understand something about IT systems and hardware architectures? That's a big plus.
  • You have experience selling into large enterprise Financial Services accounts?  Also a big plus.


Work Equipment
  • Company laptop
  • Company mobile phone


Perks & Benefits
  • Medical Insurance (including vision & dental)
  • 401(k) with employer match contribution
  • Life Insurance
  • Long-term disability insurance
  • Employee Assistance Program (EAP)
  • Long-Term Incentive Program
  • "Bring Your Friend" referral program
  • 5 sick days and 10 days of vacation,  with the option to request additional Flexible Time-Off days when needed
  • The Global Family Support Program - a paid leave program to help all parents focus on the new addition to their family
  • Flexible working hours & flexible working setup
  • Conference tickets to the best industry events of the year
  • Online courses & company access to Udemy to hone your skills

While we highly value cooperation with all our business partners, we don’t accept unsolicited resumes from any sources other than directly from a candidate. We reserve the right not to pay any fee for sending an unsolicited offer containing the details or resume of a job candidate, even if the relevant candidate is employed by our company. 


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What You Should Know About Strategic Account Executive - Financial Services Vertical, Ataccama

At Ataccama, we are on a mission to empower organizations to harness the full potential of data and AI. As a Strategic Account Executive within the Financial Services Vertical, based in vibrant Boston, Massachusetts, you will play a pivotal role in this mission. Your main task will be to connect with new prospects and establish strong relationships that drive sales success in leading global financial firms. Imagine crafting compelling proposals that showcase the value of our award-winning data management solutions, directly influencing client success! You’ll work closely with our skilled presales team to develop engaging presentations that resonate with decision-makers, from Directors to Senior Management. We’re looking for someone who brings at least 5 years of B2B software sales experience to the table, embodying a hunter mindset and a can-do attitude. If you have experience in selling to large enterprise Financial Services accounts, you've got a significant advantage! Alongside your drive to exceed revenue targets, we value your curiosity about technology and ability to break down complex concepts for our clients. Join a global team that embodies our core values: Challenging, Fun, One Team, Customer Centric, Candid, and Caring. Together, let’s make data accessible and impactful for organizations worldwide!

Frequently Asked Questions (FAQs) for Strategic Account Executive - Financial Services Vertical Role at Ataccama
What are the primary responsibilities of a Strategic Account Executive at Ataccama?

As a Strategic Account Executive at Ataccama, your primary responsibilities include identifying and establishing connections with new prospects within the financial services sector, developing account plans, preparing proposals, initiating direct contact with high-level customers, and managing the sales pipeline. You will be the key point of contact in presenting Ataccama's solutions and strategies to potential clients, ensuring their needs are met and exceeded.

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What qualifications are needed for the Strategic Account Executive role at Ataccama?

To be considered for the Strategic Account Executive position at Ataccama, you should have strong experience in sales, particularly in B2B software (5+ years preferred). Candidates with a hunter mindset and a strong sense of accountability are ideal. Being comfortable with technology and having experience selling into large enterprise Financial Services accounts will significantly enhance your application.

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What skills make a successful Strategic Account Executive at Ataccama?

Successful Strategic Account Executives at Ataccama demonstrate excellent relationship-building and communication skills. They are adept at negotiating contracts and analyzing industry trends to effectively position our solutions to clients. A self-motivated individual with a can-do attitude and a genuine curiosity about technology will thrive in this role.

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What are the working conditions for a Strategic Account Executive at Ataccama?

Ataccama offers a flexible working environment for its Strategic Account Executives, combining remote work options with travel to meet clients. Employees receive a company laptop and mobile phone. The role also includes engaging in collaborative team settings to share updates on sales forecasts and industry insights.

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What benefits can a Strategic Account Executive expect at Ataccama?

Ataccama provides a comprehensive benefits package for its Strategic Account Executives, including medical insurance, a 401(k) plan with employer matching, life insurance, long-term disability insurance, flexible time-off, and opportunities for professional growth through online courses. The company also values work-life balance and offers generous vacation days and family support programs.

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Common Interview Questions for Strategic Account Executive - Financial Services Vertical
How do you approach establishing relationships with clients as a Strategic Account Executive?

When establishing relationships with clients, I focus on actively listening to their specific needs and concerns and responding with tailored solutions. Building trust takes time; I ensure consistent follow-ups and demonstrate reliability in all interactions to show clients they are valued partners.

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Can you describe a successful sales strategy you've implemented in a previous role?

Absolutely! In my last role, I identified key industry trends and created targeted presentations highlighting how our solutions addressed specific pain points in the market. I also engaged in proactive outreach and built relationships at multiple organizational levels, which ultimately resulted in increased conversions and a higher close rate.

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What steps do you take to manage your sales pipeline effectively?

I maintain an organized sales pipeline by utilizing CRM tools and regularly updating the status of each lead. I prioritize prospects based on engagement levels and their alignment with our solutions, scheduling follow-ups and adjusting strategies based on their feedback to ensure nothing falls through the cracks.

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How do you handle objections during sales calls?

Handling objections requires empathy and understanding. I actively listen to the client's concerns and ask clarifying questions to ensure I address them effectively. I then provide evidence or examples that demonstrate the value of our solutions, turning objections into opportunities for further dialogue.

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What do you know about Ataccama and its products?

Ataccama is recognized as a leader in Data Quality Solutions, helping organizations maximize data quality and AI impact. Their platform enables the creation of high-quality, governed data products, which is crucial for effective decision-making within organizations, especially in the financial services vertical. This aligns perfectly with my passion for data management and innovation.

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Describe your experience selling to large enterprise clients.

In my previous roles, I've worked with Fortune 500 companies, navigating complex decision-making processes. I learned to tailor my approach to align with their corporate structure and adapting my strategies based on specific departmental needs, which has led to several successful long-term partnerships.

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How do you stay updated on industry trends relevant to your sales strategy?

I actively follow industry news through publications, attend relevant conferences, and participate in online forums. Additionally, networking with other professionals in the space keeps me informed about current trends. This knowledge helps me provide informed insights to clients, reinforcing my credibility.

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What motivates you to meet and exceed sales targets?

I'm driven by the challenge of pushing boundaries and achieving goals. The thrill of closing a deal and knowing I played a part in enhancing a client's business is what energizes me. I also appreciate the recognition and rewards that come with high performance, which motivates me further.

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Can you explain a time when you turned around a difficult client relationship?

Certainly. There was a client who was initially unhappy with our service. I took the time to meet personally, gathering feedback and understanding their concerns. By addressing their issues with actionable solutions and regular follow-ups, I was able to rebuild trust, resulting in renewed contracts and increased business opportunities.

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What is your approach to teamwork in a sales environment?

I believe that collaboration is essential in sales. I often share insights and strategies with my team and value their input when refining our approaches. By leveraging each other's strengths and experiences, we can create a stronger sales force that benefits both the team and our clients.

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We're helping to build agile, data-driven organizations where data people have the power to drive change. We're building Ataccama ONE—an AI-powered data management & governance platform that helps our customers do amazing things with their data. O...

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DATE POSTED
March 8, 2025

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