Back to Jobs
RecordPoint
Marketing & Sales 1h ago

Account Executive (Financial Services) - Quota Carrying Role

RecordPoint
United StatesUnited States
Full-time
Not Disclosed
Senior-Level

Job Description

Key Skills Required

Master these to land this role

Lead GenerationFinancial ServicesSales RepresentativeMEDDPICCB2B SaaS

Want to know if you're a match for this job?

Calculate My Match Score

RecordPoint is a data and information lifecycle management SaaS product designed to give highly-regulated organizations a competitive edge through safer, more secure, and better-managed data. Our global customer list includes top-tier brands and government agencies like the City of New York, Westpac, National Australia Bank (NAB), Australian Prudential Regulation Authority (APRA), Security Benefit, Cupertino Electric, Australian Securities & Investments Commission (ASIC), Transport for NSW, Ausgrid, and Pacific Gas & Electric (PG&E).

Team RecordPoint is made up of 130+ tech-driven professionals at the top of their fields, fostering a supportive, collaborative, and transparent environment.

Scope:

As a quota-carrying Account Executive focused on the Financial Services vertical, you will drive RecordPoint’s growth by acquiring new customers through strategic, consultative selling. You'll engage directly with stakeholders, helping them understand how RecordPoint’s innovative Data Trust Platform addresses their critical compliance, efficiency, and data security needs across enterprise and mid-market segments.

About this Opportunity

Every regulated organization wants to trust its AI. That starts with governing its data, and we need a hunter to take that message to new logos.

This is a hunter seat. You'll open new logos, build your own pipeline, and close complex enterprise deals across Financial Services & Insurance, Critical Infrastructure, and Government. There's no inherited book to coast on. You'll build the territory, and you'll get paid well for it.

What you'll do

  • Open new logos. Find, qualify, and close net-new enterprise and upper mid-market accounts in regulated industries.
  • Run the full cycle. Take deals from first discovery call to signed contract, including business cases, security reviews, procurement, and negotiation.
  • Sell to the buying committee. Multithread across Compliance, Risk, Records, IT/InfoSec, Legal, and Procurement. Build champions who can sell for you when you're not in the room.
  • Generate your own pipeline. Outbound through Gong, LinkedIn Sales Navigator, and intent data, and work with BDRs and Marketing to turn signals into meetings.
  • Demo with a point of view. Run tailored demos built on the customer's risk, not a feature tour.
  • Forecast with discipline. Qualify with MEDDPICC, keep Salesforce accurate, and call your number with confidence.
  • Shape the go-to-market. Your feedback from the field will sharpen our messaging, positioning, and target-account strategy.
  • Be in the market. Represent RecordPoint at industry events, webinars, and customer forums.

What you bring

  • A proven hunter record. You have 6+ years of B2B SaaS closing experience, including 3+ years winning net-new enterprise logos, and you can walk us through quota attainment year by year.
  • Complex deal craft. You've closed six- and seven-figure deals with 6–18 month cycles and multiple stakeholders.
  • Regulated-industry fluency. You've sold into FSI, Critical Infrastructure, or Government, and you understand how compliance, risk, and procurement shape a buying decision.
  • Solution selling. You sell on value and outcomes, and you can make a technical platform make sense to a Chief Compliance Officer as easily as to a CISO.
  • Qualification rigour. You use MEDDIC/MEDDPICC as a working habit, not a slide.
  • Self-direction. You plan your own territory, build pipeline without being told to, and like being measured.
  • Nice to have: experience in information governance, records management, data security, privacy, or compliance technology; hands-on use of AI-driven sales tools or intent data.

Why this seat

  • A market with real demand. Regulation keeps expanding, and enterprises are under pressure to govern their data before they can use it for AI. Budget follows that pressure.
  • Credibility on day one. You'll be selling a platform already trusted by major government agencies, utilities, insurers, and banks.
  • Access to leaders. At our size, you work directly with the CRO and executive team. Your deal strategy gets heard, and you get support quickly.
  • Room to build. You'll help shape how RecordPoint grows in North America.

Why RecordPoint:

  • A flexible, remote-friendly work environment with a strong work-life balance
  • Opportunities to grow and develop
  • Fast-growth Australian-owned company
  • A workplace where innovation is our way of life
  • Personal Development budget for all staff
  • 401K matching
  • 20 days PTO/year from day 1
  • Work on a product that makes a real social impact on the world
  • Global opportunities!

How would you rate this job post?

See what other professionals think about this role.

banner

RecordPoint (operating at recordpoint.com) is a **Data Trust Platform** engineered for highly regulated industries, offering end-to-end data governance solutions. Founded in 2008 by Elon Aizenstros and Anthony Woodward, and headquartered in Bellevue, Washington, RecordPoint eliminates the chaos of fragmented compliance, security, and records management. Under the hood, its platform combines automated classification, lifecycle management, and AI-driven analytics to streamline data governance at scale. This allows enterprises—particularly those in financial services, healthcare, and government—to enforce policy consistency, reduce risk exposure, and accelerate AI adoption with confidence. Backed by a privately held model with no disclosed funding rounds, RecordPoint has carved a niche as a critical tool for organizations navigating evolving privacy laws and cybersecurity threats.

Safety First

  • Never pay for a job application.
  • Do not share sensitive bank info.
  • Verify the client before starting work.
Learn More