Strategic Account Executive, Insurance

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services, and most specifically the Banks themselves, can benefit from better technology and access to data. We are looking for a candidate to work exclusively with the leading Insurance companies throughout North America to help enable their transformation to deliver incredible digital and consumer experiences to their customers, at the scale and quality needed by the largest banks . Your focus will be on developing & leading large, complex new enterprise deals and building strong, long-lasting relationships within insurance to execute on their vision. Furthermore, you'll help shape how we engage, design and build products for the best brands in insurance. Responsibilities Identify potential customers and run the end-to-end sales process within our Insurance Vertical Build and maintain relationships with insurance companies from executives to product teams and developers; be viewed as a subject matter expert Partner with our product and marketing teams to continue to define and execute our Insurance

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. The best salespeople achieve the most when they are selling outstanding products, solutions, and services backed by an extraordinary company. That’s what you get when you sell for Appian. Location: Remote | Work Model: Remote field role About the Team The Appian Commercial & Insurance Sales team is a high-performing group dedicated to helping Fortune 500 companies and leading financial institutions revolutionize their business operations. Our mission is to expand Appian’s footprint across the United States by demonstrating how our platform delivers AI-Powered Process Automation to solve the industry's most complex operational challenges. We operate as a collaborative ecosystem, working side-by-side with internal engineering, customer success, and partner networks to dominate the automation market. The Opportunity Are you inspired by the chance to solve your customers’ biggest challenges? At Appian, you can make that kind of difference. As an Enterprise Account Executive, you will take full ownership of a strategic, high-growth geographic territory. This is an elite opportunity to sell market-leading Enterprise-Grade Orchestration software to decision-makers who are actively looking to modernize legacy infrastructure. You won’t just manage relationships; you will act as a visionary advisor, leveraging use cases from industry pioneers to land net-new logos and accelerate your career trajectory. What You’ll Do Command Complex Sales Cycles: Lead complex, end-to-end enterprise sales cycles across the Commercial and Financial Services sectors, navigat

About the team OpenAI’s mission is to build safe artificial general intelligence (AGI) which benefits all of humanity. This long-term undertaking brings the world’s best scientists, engineers, and business professionals into one lab together to accomplish this. In pursuit of this mission, our Go To Market (GTM) team is responsible for helping customers learn how to leverage and deploy our highly capable AI products across their business. The team is made of Sales, Solutions, Support, Marketing, and Partnership professionals that work together to create valuable solutions that will help bring AI to as many users as possible. About the role As an Account Director focused on Insurance you will own executive-level relationships with leading Insurance organizations. You’ll help these companies safely and effectively deploy OpenAI’s technology to accelerate financial data analysis, automate backend operations, drive AI-powered research, and personalize customer engagement. This role blends literacy, technical depth, business acumen, and relationship-driven enterprise sales. You will collaborate closely with researchers, engineers, and financial services solution strategists to design secure, compliant, and high-impact AI deployments. This role is based in New York City. We use a hybrid work model of three days in the office per week and offer relocation assistance to new employees. In this role, you’ll: Manage a focused portfolio of Financial Services, specifically Insurance accounts, developing long-term strategic account plans. Lead complex, multi-stakeholder sales cycles. Partner with solutions and research engineering to design pilots that demonstrate measurable business impact. Collaborate with compliance, privacy, and security teams to ensure responsible deployment of AI in regulated environments. Own a revenue and consumption target; manage forecasts and pipeline reporting. Monitor industry and regulatory trends to guide customer and product strategy. Represent Ope

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. Smartsheet is seeking change agents to join our Central/East Commercial Sales Team as an Account Executive . You will be responsible for increasing software sales and driving expansion across a territory of accounts. You will be motivated, passionate, and opportunistic. You will be a proactive and curious member of the commercial sales team, identifying growth opportunities for clients before they identify a need or gap for themselves. This remote role is part of the Commercial Sales team based in the US and reports a Manager, Commercial Sales. You Will: Build and manage a sales pipeline to meet or exceed software and services sales quotas within your book of business Execute a solution-based sales process encompassing multiple groups within our commercial mature accounts equivalent to (500-4,999 employee size) Develop new business opportunities within existing customers by analyzing and proactively targeting high-value needs across multiple departments and lines of business Leverage existing relationships to expand Smartsheet's footprint and drive revenue or growth during renewals Expand Smartsheet brand awareness at the c-suite, operational and team level Facilitate and manage partnerships with Sales Engineers, Solutions Consultants and Customer Success teams to support full sales cycle and close business Create and maintain Joint Engagement Plans for strategic solution deals Maintain accurate and up-to-date records in Salesforce leveraging MEDDICC qualification guidelines to accurately forecast Utilize existing

About the team OpenAI’s mission is to build safe artificial general intelligence (AGI) which benefits all of humanity. This long-term undertaking brings the world’s best scientists, engineers, and business professionals into one lab together to accomplish this. In pursuit of this mission, our Go To Market (GTM) team is responsible for helping customers learn how to leverage and deploy our highly capable AI products across their business. The team is made of Sales, Solutions, Support, Marketing, and Partnership professionals that work together to create valuable solutions that will help bring AI to as many users as possible. About the role As an Account Director focused on Insurance you will own executive-level relationships with leading Insurance organizations. You’ll help these companies safely and effectively deploy OpenAI’s technology to accelerate financial data analysis, automate backend operations, drive AI-powered research, and personalize customer engagement. This role blends literacy, technical depth, business acumen, and relationship-driven enterprise sales. You will collaborate closely with researchers, engineers, and financial services solution strategists to design secure, compliant, and high-impact AI deployments. This role is based in New York City. We use a hybrid work model of three days in the office per week and offer relocation assistance to new employees. In this role, you’ll: Manage a focused portfolio of Financial Services, specifically Insurance accounts, developing long-term strategic account plans. Lead complex, multi-stakeholder sales cycles. Partner with solutions and research engineering to design pilots that demonstrate measurable business impact. Collaborate with compliance, privacy, and security teams to ensure responsible deployment of AI in regulated environments. Own a revenue and consumption target; manage forecasts and pipeline reporting. Monitor industry and regulatory trends to guide customer and product strategy. Represent Ope

About Anthropic Anthropic’s mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems. About the Role: As manager of the Financial Services Solutions Architect team within Applied AI at Anthropic, you will drive the adoption of frontier AI in partnership with the rest of the go to market organization. We work with customers that include companies across banking, insurance, asset management, and payment providers. You will be responsible for leading and growing the pre-sales team that partners with account executives to help those companies understand and deploy Anthropic’s products, including Claude Code, Cowork, and the Claude Development Platform (our API). This will include leveraging your technical skills and consultative sales experience to hire great people, establish processes for the team to scale, and represent Anthropic directly at strategic customer engagements. Responsibilities: Hire, manage, and guide a team of pre-sales Solutions Architects by providing both technical guidance and career development. Set goals for your team that establish baseline expectations for performance in collaboration with sales and other cross-functional teams. Act as a technical sponsor for high-value strategic customers and advise them on their overall AI adoption strategies or top use case scoping and deployment. Partner closely with sales leadership to identify new strategies to drive adoption of Anthropic products within specific verticals or horizontal use cases. Work with cross-functional teams like product and engineering to ensure Anthropic prioritizes customer feedback or resolves blockers to adoption. Travel to customer sites or conferences for executive-level sessions, technical workshops, and relationship