Skip to main content

About the role

Overview: In this role you will lead revenue growth for Scale’s flagship AI initiatives within financial services clients, spanning banks, insurers, asset managers, and fintechs. You’ll act as a strategic partner to C-suite and senior stakeholders, shaping enterprise AI adoption from pilots to full-scale deployments. You’ll navigate regulatory and security considerations while coordinating cross-functional teams to deliver high-impact AI transformations. This is a high-visibility, consultative sales role focused on multi-year value, ROI, and platform adoption. Compensation / Benefits Comprehensive health, dental and vision Retirement benefits Learning and development stipend Generous PTO Equity-based compensation (where applicable) Commuter stipend (potentially)
Responsibilities: Manage and expand relationships with top financial services clients to drive multi-year AI transformations Sell agentic AI solutions by mapping Scale capabilities to critical workflows (underwriting, fraud, KYC, claims, research, ops) Build executive relationships (CIO, CTO, Chief Data/AI Officer, risk/ops leaders) to guide AI strategy Develop and execute multi-threaded account plans for new revenue, expansion, and platform adoption Lead complex deal cycles with business case, ROI, and mutual close plans across new business, renewals, and expansions Partner with Solutions Engineering to design pilots, POVs, and production deployments Navigate regulatory, security, and procurement processes specific to financial services Act as voice of the customer to inform product roadmap and vertical solutions Maintain pipeline, forecasting, and deal hygiene using Salesforce, Clari and related tools Operate with urgency in a fast-paced cross-functional environment
Key requirements: 8–12+ years enterprise sales experience in financial services Proven track record closing large, complex multi-million deals in regulated environments Experience selling AI/ML, data platforms, or workflow automation; ability to position LLM-driven solutions Deep understanding of FS workflows (underwriting, claims, fraud, KYC/AML, research, operations) and technology impact Proven ability engaging and influencing executives with compelling business cases and ROI narratives Strong enterprise sales methodology: account planning, multi-threading, forecasting Ability to navigates ambiguous, long sales cycles and complex stakeholders with resilience Excellent communication and storytelling across technical and non-technical audiences High business acumen, technical curiosity, consultative, customer-first mindset Executive presence Strategic storytelling Resilience and ownership AI/ML and data platforms familiarity Agentic/LLM-driven solutions knowledge Workflow automation experience

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

More like this