Insait
Insait
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.

Founding Account Executive, North America (Remote)

Lead Insait’s enterprise sales efforts for its production-grade AI platform among North American banks and credit unions. Build a self-sourced pipeline and help establish the company’s financial services sales playbook.

Description

  • Manage the complete sales cycle across an assigned North American territory
  • Pursue banks, community credit unions, and financial institutions with $500 million to $20 billion in assets under management
  • Create and manage a self-generated pipeline of mid-market and regional financial institutions throughout North America
  • Generate most pipeline independently, especially during the first year
  • Lead opportunities from initial outreach through contract close
  • Oversee transactions generally worth $80,000 to $300,000 in ARR
  • Build expertise in account data infrastructure, digital banking strategy, marketing operations, and relevant stakeholders
  • Deliver product demonstrations that connect predictive analytics and AI advisor capabilities to revenue and engagement results
  • Partner with the CEO and product team to share market intelligence that informs product roadmaps and positioning
  • Represent Insait at industry events to increase market presence and generate pipeline
  • Create Insait’s North American sales process, objection-handling approach, and sales playbook
  • Report to the CEO and join weekly leadership calls

Requirements

  • Five to nine years of B2B SaaS sales experience
  • At least three years selling to financial services organizations
  • A verifiable record of closing new-logo business with $80,000 to $300,000 ACVs
  • Experience 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-stakeholder deals spanning IT, marketing, data, and executive leadership
  • Background working at a startup with fewer than 100 employees
  • Experience creating pipeline without a fully established SDR function or extensive marketing support
  • Based in North America
  • Established connections within the US banking or credit union sector preferred
  • Ability to create and advance pipeline without inbound leads or SDR assistance
  • Strong opportunity qualification capabilities
  • Ability to map accounts, locate economic buyers, champions, and blockers, and develop multi-threaded engagement plans
  • Ability to structure transactions, overcome procurement obstacles, and close business effectively
  • Working knowledge of data and AI concepts sufficient to deliver credible demonstrations and address technical objections
  • Ability to connect product functionality with measurable business outcomes
  • Proficiency with CRM systems, sales engagement tools, and pipeline management
  • Strong written, video-conference, and face-to-face communication skills
  • Resilience in enterprise fintech sales environments

Benefits

  • Work directly with the CEO
  • Have substantial input into product roadmap, pricing, and go-to-market decisions
  • Help shape the commission plan
  • Attend important industry events
  • Receive investment and access from the leadership team

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