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For Companies At a Glance
- Tasks: Drive growth with top financial services clients and manage the full sales lifecycle.
- Company: Join Validis, a dynamic B2B SaaS company transforming financial data management.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional development.
- Why this job: Make an impact in the financial sector while working with leading institutions.
- Qualifications: 8-12 years in enterprise sales with a strong background in financial services.
- Other info: Collaborative culture focused on diversity and inclusion, with excellent career growth potential.
The predicted salary is between 48000 - 84000 £ per year.
About 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 role
We 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
- Client Engagement & Stakeholder Management
- 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
- Collaboration & Internal Leadership
- 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
About you
- 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
Enterprise AE Competencies
- 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
- Maintains high forecasting accuracy and applies structured enterprise sales methodologies
- Navigates long, complex enterprise sales cycles with persistence, adaptability, and strategic patience
- Establishes trusted-advisor relationships across all layers of enterprise accounts
Nice to have
- 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 buyers
Note: A commission structure will be in place for this position - OTE discussed during interviews.
Enterprise account executive - Financial Services employer: Validis
Contact Detail:
Validis Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Enterprise 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 dream job!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, make sure to highlight your deep understanding of lending workflows and financial data flows. This will set you apart from the competition.
✨Tip Number 3
Prepare for those tricky negotiations! Brush up on your commercial negotiation skills and be ready to discuss pricing and procurement processes. Confidence in these areas can really help seal the deal.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Enterprise account executive - Financial Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Enterprise Account Executive. Highlight your experience in enterprise sales and financial services, and don’t forget to showcase any successful deals you've closed that align with what we do at Validis.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about helping financial services move faster with better data. Share specific examples of how you've driven growth in previous roles and how you can bring that expertise to Validis.
Showcase Your Communication Skills: As an Enterprise Account Executive, strong communication is key. Make sure your application reflects your ability to convey complex ideas clearly and persuasively. We want to see how you can influence stakeholders and build trusted relationships.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it shows you're keen on joining the Validis team!
How to prepare for a job interview at Validis
✨Know Your Financial Services Inside Out
Make sure you brush up on your knowledge of financial services and lending workflows. Understand the key players in the industry, including banks and non-bank lenders, and be ready to discuss how Validis can help them streamline their data collection processes.
✨Showcase Your Sales Success
Prepare to share specific examples of your past successes in enterprise sales. Highlight any six-figure or seven-figure contracts you've closed, and be ready to discuss your strategies for expanding accounts and driving revenue growth.
✨Build Relationships with Stakeholders
Demonstrate your ability to develop trusted advisor relationships with senior stakeholders. Think of ways to illustrate how you've engaged with clients in the past, and be prepared to discuss how you would approach building these relationships at Validis.
✨Collaborate and Communicate Effectively
Since this role involves working closely with various teams, be ready to talk about your collaboration skills. Share examples of how you've worked with product, solutions engineering, and client success teams to deliver results and ensure long-term growth.