Suggested rewrite: Led a cross-functional initiative that improved [business outcome] by [measurable result], demonstrating experience relevant to this role...
Account Executive, Financial Services
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About this role.
Our Mission
Rebuild how the world works, to make institutions work better for the people they serve.
About Brain Co.
Brain Co. builds AI-native operating systems for large, regulated institutions. Each system is built for a specific industry, powered by agents that push real workflows forward. Underneath it all is Atlas, our proprietary platform that keeps customers in control, secure by design, and never locked into one model.
Why Now
Brain Co. is entering its next phase of production deployments on a national scale with an elite team built from Palantir, Google, Meta, and Nvidia, and a growing footprint across government, insurance, health, and financial services.
Joining now means shaping both the company and a new category of applied AI. Every project here ships to production and is expected to create measurable customer value and impact.
You’ll work alongside exceptional peers on some of the hardest problems in applied AI. It’s the kind of work you’ll still be proud of in ten years from now.
Why Brain Co.
You’ll help build the financial-services business alongside the people developing and deploying the products. Your judgment will help determine which opportunities we pursue, how we win them and which recurring customer needs should shape the product.
Brain Co. builds AI systems that help large, regulated institutions carry out complex work. Our mission is to rebuild how the world works, to make institutions work better for the people they serve.
About the Role
Build Brain Co.’s financial services business, from the first buyer conversation to a signed engagement. You’ll originate opportunities and lead consultative sales through close, working with the GM of Financial Services, product, engineering and deployment teams.
Our priority markets are banking & lending, asset & wealth management, and real estate investors. The work spans complex investment and core operational processes where agentic orchestration of people and data can dramatically improve speed, quality and business outcomes.
What you’ll own
Create demand. Help shape our pitch and narrative, open doors and build a pipeline through targeted outreach, executive and industry relationships, partners, conferences and events. Choose the right accounts, earn substantive meetings and turn follow-up into sales qualified opportunities.
Discover and qualify. Convert marketing-generated and self-sourced leads into sales-qualified opportunities. Test the problem, economics, buyer, funding path and timing; know when to pursue, nurture or decline. Bring technical partners in early on data, security and implementation constraints.
Build the value case. Establish the customer’s baseline and agree what improvement matters. Build clear briefs and proposals, partner with product and deployment on tailored demonstrations, and test the economic assumptions.
Lead the deal through close. Coordinate buyer and internal teams through scoping, pricing, security and legal review, procurement and negotiation. Validate commitments with product and deployment owners, then carry agreed scope, success measures and assumptions into a clear delivery handoff.
Inform what gets built. Distill recurring prospect needs, buying signals, objections and product gaps into recommendations for product strategy and roadmap priorities.
Build a repeatable sales motion. Keep account plans and forecasts accurate, learn from wins and losses, and create materials and practices that improve the next pursuit.
What you’ll bring
10+ years of relevant experience. You bring experience in enterprise sales, business development or management consulting, with direct accountability for originating opportunities and independently driving complex commercial engagements through close.
Complex multimillion-dollar closes. You’ve personally sold and closed custom technology deployments or tailored technology engagements, shaping bespoke solution scope, navigating implementation tradeoffs, building a quantified value case, negotiating contracts and aligning delivery commitments.
Financial-services sales and domain depth. You’ve sold into financial services and can speak credibly about banking & lending, asset & wealth management, and real estate investing. You bring deep expertise in at least one of these markets.
Practical AI and technical fluency. You use AI in your own work, verify its outputs and can discuss data, integrations, evaluation and human oversight with buyers and technical partners.
Commercial judgment and execution. You create access, write clearly, put compelling materials together and keep several pursuits moving. You lead across teams without formal authority and do the detailed work yourself.
Bonus Points for
Experience selling AI products. You’ve won business for AI products or solutions and understand how customers evaluate, buy and deploy them.
Entrepreneurship. Experience building commercial motion and trusted relationships in a 0->1 startup environment.
Location and Travel
San Francisco, New York, or Remote. Remote candidates should be comfortable traveling to our San Francisco office 1–2 times per month.
Annual salary information is not provided for this position. Explore salary ranges for similar roles in our Salary Directory ›
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Role DNA
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Pace & Pressure
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Core skills
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Sample interview questions
I would explain the account-selection rationale, how I gained executive access, the customer problem and quantified value case, the stakeholders involved, and how I navigated technical, security, procurement, and legal reviews. I would conclude with the commercial result, delivery handoff, and lessons applied to later pursuits.
I assess the workflow pain, measurable economic impact, executive sponsor, budget path, urgency, data availability, security requirements, implementation feasibility, and decision process. I involve technical partners early to validate integration and governance constraints, then decide whether to pursue, nurture, or decline based on evidence.
I would establish a baseline for the targeted workflow, such as turnaround time, advisor capacity, error rates, compliance effort, or client-service outcomes. I would model the expected improvement, validate assumptions with business and technical owners, define success metrics, and align the proposal to a phased implementation plan.
I address concerns directly by understanding the specific risk scenario and bringing the appropriate product and technical experts into the discussion. I explain evaluation methods, human-review controls, access boundaries, auditability, integration architecture, and how the proposed scope manages risk without obscuring limitations.
I synthesize repeated buyer requests, objections, lost-deal reasons, implementation barriers, and market signals into structured evidence. I distinguish one-off requests from recurring patterns, estimate commercial impact, and present clear recommendations to product leadership with supporting customer context.
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