Account Executive, Financial Institutions
Loamist
Accounting & Finance, Sales & Business Development
The role
As an Account Executive for Financial Institutions, you'll own the sales cycle for banks, trade finance departments, and financial services organizations that process high volumes of letters of credit, documentary collections, guarantees, and trade instruments. These buyers live inside UCP 600, ISBP 821E, and complex compliance frameworks every day — they need a seller who understands the operational reality and can credibly articulate how AI-native automation transforms their workflows. You'll build relationships with trade finance operations heads, compliance officers, and banking technology leaders, and drive deals that range from departmental pilots to enterprise-wide platform adoptions. The ideal candidate has sold into financial institutions before, understands the regulatory and procurement dynamics unique to banking, and can operate with both the urgency of an early-stage company and the precision that financial services buyers demand.
What success looks like
- •Build and close a qualified pipeline of financial institution deals against quarterly and annual targets.
- •Earn trust with trade finance operations leaders by demonstrating genuine understanding of LC examination workflows, compliance pain, and operational risk.
- •Navigate the unique procurement, security, and regulatory requirements of financial institutions — moving deals forward without losing momentum.
- •Develop reference customers and case studies within the financial services segment that accelerate subsequent deals.
- •Contribute institutional knowledge that shapes how Loamist packages, prices, and positions for the financial services vertical.
Core responsibilities
Pipeline Generation & Account Strategy
- •Build pipeline across banks, trade finance departments, correspondent banking operations, and financial services organizations through outbound, referrals, channel partners, and industry engagement.
- •Develop account strategies that map organizational structure — trade operations, compliance, IT, procurement, and executive sponsorship — and identify entry points for Loamist adoption.
- •Qualify opportunities based on LC volume, document examination throughput, compliance complexity, and technology landscape to prioritize high-value engagements.
- •Leverage industry relationships, trade finance associations, and banking networks to build credibility and access.
Deal Execution in Financial Services
- •Own full-cycle sales from discovery through negotiation and close, including commercial structuring appropriate for financial institution procurement.
- •Lead discovery conversations that map the buyer's current LC examination process, document compliance workflow, error rates, SLA pressures, and regulatory obligations.
- •Build business cases that quantify the cost of manual examination, compliance risk, and operational throughput constraints — and position Loamist as the solution.
- •Navigate bank-specific procurement requirements — vendor risk assessment, information security review, third-party risk management, data residency, and regulatory compliance.
- •Partner with Solutions Architects to design deployment architectures that satisfy banking infrastructure, security, and integration requirements.
Vertical Expertise & Market Building
- •Serve as the internal subject matter expert on financial institution buying behavior, regulatory context, and competitive landscape.
- •Contribute to vertical-specific sales collateral, ROI models, compliance positioning, and competitive battle cards.
- •Represent Loamist at banking and trade finance industry events — ICC, BAFT, Sibos, and regional trade finance forums.
- •Build and maintain channel partner relationships with trade finance consultancies, system integrators, and banking technology advisors.
Required qualifications
- •5+ years of B2B enterprise sales experience, with at least 2 years selling into banks or financial institutions.
- •Direct experience navigating financial institution procurement — vendor risk management, information security reviews, regulatory compliance requirements, and multi-stakeholder approval processes.
- •Strong discovery skills with the ability to map complex operational workflows and build compelling, quantified business cases.
- •Demonstrated track record of closing six- and seven-figure software deals with long sales cycles and complex stakeholder environments.
- •Excellent communication skills: credible and precise with trade operations leaders, compliance officers, and banking executives.
- •Comfort operating in an early-stage environment where you're building the vertical playbook from the ground up.
Nice to have
- •Direct domain experience in trade finance — understanding of LC examination, UCP 600, ISBP 821E, documentary collections, or guarantees.
- •Experience selling AI, automation, or document processing solutions into banking or financial services.
- •Existing relationships within trade finance operations, correspondent banking, or banking technology organizations.
- •Familiarity with banking technology infrastructure — core banking systems, SWIFT, document management, and trade finance platforms.
- •Experience working with channel partners, consultancies, or system integrators in financial services go-to-market motions.
Interested in this role?
Compensation tailored based on employment model, experience, and demonstrated AI/LLM capability.