About this opportunity
Otterbrook lists this Account Executive opportunity in colcord, West Virginia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Description
The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.
Founding Account Executive, Regional Banks
Confidential client · Remote, North America · $150K base, $300K OTE
About the company
Our client is an AI data platform built for bank finance teams. A bank's numbers sit in systems that don't agree, so its finance team loses days every month pulling data together and fixing it by hand. Our client's AI cleans and reconciles that data, so the bank has one set of numbers it can trust for reporting, month end close and AI tools.
They're a small team in New York, backed by top tier venture investors. They're already live with paying customers, including a US bank, and a leading industry analyst firm recognized them in 2026.
The role
This is the first sales hire. You'll work directly with the CEO and own regional bank sales from first call to close. There's no SDR and no playbook yet. You'll build the pipeline, run the demos, close the deals, and write the sales motion everyone after you will use.
What you'll do
Sell to CFOs, controllers, heads of FP&A and data leaders at banks with $10B to $100B in assets
Build your own pipeline through outbound, your network and industry events
Run discovery, demos, pricing and negotiation through to close
Bring what you hear in the market back to the CEO and the product team
Shape the playbook, messaging and process the next sellers will use
Must haves
To be considered you must have sold into regional banks with assets ranging from $10B - $100B
About 5 years closing B2B software deals, with a strong record against quota
Proven sales into regional banks
A hunter who wins new logos, not just someone who grows existing accounts
Comfortable without a big sales team behind you
Someone who wants to sell. This is a hands on selling role, not a sales leadership role.
Nice to have
You've sold a data, analytics or AI platform
You've sold to CFOs, FP&A or data teams
Early stage or founding AE experience
Comp and logistics
$150K base plus $150K variable, for $300K OTE
Remote, anywhere in North America
The client is moving quickly
How to apply
The company name is confidential. Apply here or message Colin McNeil at Otterbrook. We'll share the name and the full spec after a first conversation.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.