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Insait
Insait
51 – 200 Employees
Artificial IntelligenceB2BFintech
Insait is a B2B artificial intelligence and fintech company developing a GenAI-powered digital agent for banks and other financial institutions. Its conversational AI platform functions as a virtual banker across customer channels, engaging website visitors, gathering relevant information, and using business rules to deliver personalized offers in real time. The platform supports financial-service workflows such as product and loan recommendations, appointment scheduling, and account openings, while providing dashboards for reviewing chat histories and engagement analytics. Insait’s technology is designed to help financial institutions improve digital conversion journeys and streamline customer operations.
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Founding Account Executive at Insait – New York, Hybrid

Lead enterprise sales for Insait’s AI banking platform across North American financial institutions. Build pipeline, close SaaS deals, and establish the company’s go-to-market playbook.

USUnited StatesNYNew YorkHybridFull-timeMiddleSeniorEnglish RequiredAccount ExecutiveSales

Description

  • Manage the complete sales cycle across an assigned North American territory
  • Pursue banks, community credit unions, and financial institutions holding $500 million to $20 billion in assets under management
  • Generate most of the pipeline independently, especially during the first year, through networking and outbound prospecting
  • Develop and oversee a pipeline of mid-market and regional financial institutions throughout North America
  • Lead opportunities from first contact through contract execution, with typical deal values of $80,000 to $300,000 in ARR
  • Build detailed knowledge of accounts, including data infrastructure, digital banking strategy, marketing operations, and decision-makers
  • Demonstrate predictive analytics and AI advisor capabilities in ways that connect to revenue and engagement results
  • Partner with the CEO and product team to share market insights that inform product roadmap and positioning
  • Represent Insait at industry events to increase brand visibility and generate opportunities
  • Create Insait’s North American sales process, objection-handling approach, and hiring playbook for future account executives
  • Report to the CEO and contribute to weekly leadership calls

Requirements

  • Five to nine years of B2B SaaS sales experience
  • At least three years of experience selling to financial services institutions
  • Documented success closing new-logo deals with $80,000 to $300,000 ACV
  • Background selling data, analytics, marketing technology, or AI platforms to financial services buyers
  • Demonstrated success selling to CROs or other revenue executives at financial institutions
  • Ability to develop business cases focused on revenue growth, cross-selling, and customer acquisition
  • Comfort managing complex, multi-threaded deals involving IT, marketing, data, and executive stakeholders
  • Experience working at a startup with fewer than 100 employees
  • Experience creating pipeline from the ground up without a fully established SDR team or significant marketing support
  • Based in North America
  • Existing relationships within the US banking or credit union market preferred
  • Ability to create and advance pipeline without inbound leads or SDR assistance
  • Strong opportunity qualification skills
  • Ability to map accounts, identify economic buyers, champions, and blockers, and create multi-threaded engagement plans
  • Commercial resourcefulness in deal structure, procurement, and closing
  • Confidence explaining data and AI concepts, delivering credible product demonstrations, and addressing technical objections
  • Ability to connect product capabilities to business outcomes for bank CMOs or CDOs
  • Proficiency with modern sales technology, CRM standards, sales engagement tools, and pipeline management
  • Strong written, video-call, and face-to-face communication skills
  • Persistence through lengthy enterprise fintech sales cycles

Benefits

  • Leadership support and investment in the position
  • Regular direct access to the CEO
  • Substantial influence over product roadmap, pricing, and go-to-market direction
  • Inclusion in weekly leadership calls
  • Opportunity to help shape the role’s commission plan

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