Senior Account Executive – Financial Services
Senior Account Executive – Financial Services

Senior Account Executive – Financial Services

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Drive growth by expanding customer relationships and maximising the value of Genesys solutions.
  • Company: Join Genesys, a leader in AI-powered customer experience solutions.
  • Benefits: Enjoy competitive salary, flexible work options, and a collaborative culture.
  • Why this job: Make a real impact in the financial services sector with innovative AI technologies.
  • Qualifications: 5+ years in sales, strong communication skills, and a knack for relationship building.
  • Other info: Be part of a dynamic team that values empathy and collaboration.

The predicted salary is between 36000 - 60000 £ per year.

Genesys empowers organizations of all sizes to improve loyalty and business outcomes by creating the best experiences for their customers and employees. Through Genesys Cloud, the AI-powered Experience Orchestration platform, organizations can accelerate growth by delivering empathetic, personalized experiences at scale to drive customer loyalty, workforce engagement, efficiency and operational improvements.

We employ more than 6,000 people across the globe who embrace empathy and cultivate collaboration to succeed. And, while we offer great benefits and perks like larger tech companies, our employees have the independence to make a larger impact on the company and take ownership of their work. Join the team and create the future of customer experience together.

The Role

As an Install Base Account Executive, you will be responsible for expanding existing customer relationships, driving growth across our install base, and maximising the value of Genesys solutions. You will work closely with current financial services customers to identify AI-led cross-sell, up-sell and expansion opportunities, ensuring continued adoption and value realisation across Genesys Cloud, AI and Digital solutions.

This is a consultative sales role requiring a strong understanding of customer business challenges, the ability to articulate AI-driven value, and a proven track record of expansion sales within the CCaaS and CX technology space. You will own the account management relationship, working closely with Customer Success, Solution Consulting, Professional Services and partners to drive customer growth, retention, and long-term value.

The Account Executive is responsible for driving expansion business through selling Genesys Cloud, Digital and AI technologies, either directly or alongside partners, owning all stages of the opportunity lifecycle, including the orchestration of pre-and post-sales resources, and reports directly to a UKI Sales Director. The primary goal of the Account Executive is to achieve their sales bookings target in a predictable and repeatable manner, aligned to the Genesys Way of Selling and opportunity management within Salesforce.

Key Responsibilities

The primary responsibility of this role is to build, manage and convert a pipeline of AI-driven expansion opportunities, including:

  • Grow existing customer relationships by identifying opportunities for AI-led expansion, upsell and cross-sell across Genesys Cloud solutions
  • Develop deep relationships with key customer stakeholders, including champions, economic buyers and decision makers, to drive expansion
  • Engage proactively with existing accounts to ensure adoption, usage growth and maximised customer value
  • Manage complex, consultative sales cycles using the MEDDPICC framework to drive predictable outcomes
  • Identify customer needs and effectively understand and respond to objections
  • Drive renewals and expansions in partnership with Customer Success, ensuring customer satisfaction and continued adoption of Genesys Cloud and AI capabilities
  • Act as a trusted advisor, providing strategic guidance on CX, AI and digital engagement best practices, as well as industry trends
  • Collaborate with partners and internal teams, including Professional Services, Customer Success and Marketing, to drive customer engagement and growth
  • Track, manage and forecast sales performance accurately within Salesforce
  • Negotiate and close opportunities in a predictable manner
  • Provide thought leadership, sharing expertise in relevant CX and AI topics and industry best practices
  • Establish yourself as a long-term trusted advisor to customers
  • Contribute innovative ideas and new approaches to support the wider sales organisation, including BDR collaboration
  • Support and enhance a strong, collaborative team environment
  • Respect and follow the One Genesys Values to deliver Experience as a Service, Embrace Empathy, Fly in Formation and Go Big
Minimum Requirements:
  • Track record of success in selling AI-powered Cloud solutions within Financial Services or highly regulated industries.
  • 5+ years of experience selling CCaaS, SaaS, or Customer Engagement solutions with a proven track record in expansion sales.
  • Strong background in upselling, cross-selling, and renewals within an existing install base.
  • Managing a complex and consultative sales environment utilising MEDDPICC for opportunity management and inspection
  • Experience working with partners and as a direct seller
  • Ability to demonstrate a commitment to excellence with a strong business acumen
  • Expert communication and active listening skills
  • Excellent objection handling, persuasive and negotiating abilities
  • Strong collaboration skills, with ability to work with multiple team members
  • Ability to multi-task and manage multiple streams of work simultaneously
  • Proven record of meeting/exceeding established sales goals
  • Evidence of being able to communicate at all levels within the customer’s organisation, as well as managing internal stakeholders

If a Genesys employee referred you, please use the link they sent you to apply.

About Genesys:

Genesys empowers more than 8,000 organizations worldwide to create the best customer and employee experiences. With agentic AI at its core, Genesys Cloud is the AI-Powered Experience Orchestration platform that connects people, systems, data and AI across the enterprise. As a result, organizations can drive customer loyalty, growth and retention while increasing operational efficiency and teamwork across human and AI workforces.

Reasonable Accommodations:

If you require a reasonable accommodation to complete any part of the application process, or are limited in your ability to access or use this online application and need an alternative method for applying, you or someone you know may contact us at reasonable.accommodations@genesys.com. You can expect a response within 24–48 hours. To help us provide the best support, click the email link above to open a pre-filled message and complete the requested information before sending. If you have any questions, please include them in your email. This email is intended to support job seekers requesting accommodations. Messages unrelated to accommodation—such as application follow-ups or resume submissions—may not receive a response.

Genesys is an equal opportunity employer committed to fairness in the workplace.

We evaluate qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity or expression, marital status, domestic partner status, national origin, genetics, disability, military and veteran status, and other protected characteristics.

Senior Account Executive – Financial Services employer: Genesys

Genesys is an exceptional employer that fosters a culture of empathy and collaboration, empowering employees to make a significant impact within the organisation. With a strong focus on professional growth, employees benefit from comprehensive training and development opportunities while enjoying competitive perks typically found in larger tech companies. Located in the UK, the company offers a dynamic work environment where innovative ideas are encouraged, making it an ideal place for those seeking meaningful and rewarding careers in the financial services sector.
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Contact Detail:

Genesys Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Account Executive – Financial Services

Tip Number 1

Network like a pro! Get out there and connect with people in the financial services sector. Attend industry events, webinars, or even local meetups. The more you engage, the better your chances of landing that Senior Account Executive role.

Tip Number 2

Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with AI-driven solutions and how you've successfully expanded customer relationships in the past. Be the go-to person for all things CX and AI!

Tip Number 3

Prepare for those interviews! Research Genesys and its products inside out. Understand their values and how they align with your own. This will help you articulate why you're the perfect fit for the team and how you can contribute to their mission.

Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining the Genesys family. So, hit that apply button and let’s get you on board!

We think you need these skills to ace Senior Account Executive – Financial Services

Consultative Sales
AI-Powered Solutions
Customer Engagement
Expansion Sales
CCaaS
SaaS
MEDDPICC Framework
Objection Handling
Negotiation Skills
Communication Skills
Collaboration Skills
Sales Performance Tracking
Relationship Management
Business Acumen
Multi-tasking

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Account Executive role. Highlight your experience in selling AI-powered solutions and your understanding of the financial services sector. We want to see how you can bring value to our team!

Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Use specific examples of how you've driven growth, managed complex sales cycles, or built strong customer relationships. Numbers speak volumes, so include metrics where possible.

Be Authentic: Let your personality shine through in your application. We value empathy and collaboration, so don’t hesitate to show us who you are and how you align with our values. A genuine approach can make a big difference!

Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensure it gets to the right people. Don’t miss out!

How to prepare for a job interview at Genesys

Know Your Stuff

Before the interview, dive deep into Genesys' products, especially their AI-driven solutions. Understand how these can benefit financial services clients. This knowledge will help you articulate value during the interview and show that you're genuinely interested in the role.

Master the MEDDPICC Framework

Since this role involves managing complex sales cycles, make sure you're familiar with the MEDDPICC framework. Be ready to discuss how you've applied it in past roles to drive predictable outcomes. This will demonstrate your consultative sales skills and strategic thinking.

Build Relationships

Think about how you can establish rapport with key stakeholders during the interview. Prepare examples of how you've built relationships with decision-makers in previous roles. This will highlight your ability to engage effectively with customers and internal teams.

Showcase Your Successes

Be prepared to share specific examples of your past successes in upselling and cross-selling within existing accounts. Use metrics to quantify your achievements, as this will provide concrete evidence of your capabilities and align with the results-driven culture at Genesys.

Senior Account Executive – Financial Services
Genesys
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  • Senior Account Executive – Financial Services

    Full-Time
    36000 - 60000 £ / year (est.)
  • G

    Genesys

    1000+
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