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The Account Executive will manage the full sales cycle for the Posh platform, targeting mid-market and enterprise financial institutions. Responsibilities include self-sourcing pipeline, conducting discovery, delivering business cases, and orchestrating complex, multi-stakeholder deals.
At Posh, we’re revolutionizing the way financial institutions serve their communities.
Through innovative AI solutions, we make customer support more accessible, fast, and enjoyable for both callers and staff members. Our AI assistants span digital (web and mobile) and voice (phone) channels, while our internal-facing solutions directly augment staff members’ ability to serve.
We believe the most successful AI products are built on a symbiotic relationship between humans and AI, with each empowered to put their best foot forward. The bar is low, but the ceiling is high. Come build with us!
We are looking for an Account Executive to sell the Posh platform to credit unions and banks in our mid-market and enterprise segments. You will run full-cycle new business in your territory, from pipeline generation through close, with a strong focus on consultative and solution selling.
These are complex, multi-stakeholder deals. You will guide institutions through their AI journey, build the business case with executives and boards, and orchestrate the internal teams needed to win. Deals in this segment typically run four to six months and involve procurement, security review, and several buying centers.
Own and exceed an annual new business quota in your territory, selling to institutions in our mid-market and enterprise segments
Position the full Posh platform, bringing multiple products into a single buying decision
Run discovery using SPICED to qualify pipeline and tailor engagement
Deliver business cases, ROI analysis, and proposals that link Posh's AI products to prospect needs and strategic priorities
Orchestrate deals and manage stakeholders throughout the sales motion, through handoff to implementations and client success
Self-source pipeline through outbound, in partnership with Business Development
Maintain accurate pipeline and forecasting
5 to 8 years of quota-carrying experience in SaaS or enterprise technology sales, with AI or financial technology preferred
Track record of closing complex, multi-month sales cycles with five and six-figure ACV
Experience selling into mid-market or enterprise accounts, preferably financial institutions
Experience selling a multi-product platform, or a track record of expanding scope within a single deal rather than selling one product at a time
Consultative seller with strong discovery and business case development skills
Fluent in a structured qualification framework (we run SPICED)
Comfortable navigating procurement, security review, and compliance-heavy buying processes
Comfortable leading C-level conversations with authority, confidence, and empathy
Resourceful, coachable, and highly driven to win
Proven traction: 200+ AI deployments across 150+ financial institutions
Fast, specialized implementations with no third-party integrators
Dedicated US-based customer success team
Named one of the top emerging AI companies in fintech
A dedicated solutions engineer and sales enablement function supporting the segment
Supportive, collaborative, and performance-driven culture
Financial Wellness: Competitive salary, company equity, and retirement planning (401k).
Health & Family: Medical, dental, and vision insurance coverage, plus fully paid parental leave.
Flexible Time Off: A flexible vacation policy that encourages a healthy work-life balance and true recharge time.
Professional Growth: Dedicated annual budgets for professional development, combined with structured, meeting-free growth days.
Lifestyle & Connection: Monthly home office and wellness stipends, paid volunteer time off, and regular team offsites.
Posh does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors.
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