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Account Executive - Financial Services Industry - Qualtrics

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Job Title
Account Executive - Financial Services Industry
Job Location
Dallas, Texas, United States
Job Description
*Currently accepting applications and creating a talent pool, however, this role is not anticipated to be offered and started until Q2 2023 or later.

About the Team:

Our Financial Services Industry team is a group of highly driven individuals dedicated to closing experience gaps Financial Services corporations in North America. Our SaaS platform is used to help some of the largest Financial Services organizations in the world drive action with pre-built experience management (XM) programs and projects that anyone can use. 

As a Financial Services Industry Account Executive, your overarching objective is to drive company revenue growth through net new customer acquisition and expansion in our current customer base.

The Challenge:

  • Sell the Qualtrics Platform and become a trusted advisor to C-Suite, Director and VP level leaders across the Financial Services Vertical
  • Engage with clients at all points of the sales cycle - including prospecting, product demonstrations, on-site presentations, through close
  • Drive net-new revenue growth through new logo acquisition and expansion of current accounts
  • Be a thought leader and customer advocate with partners to elevate the adoption of experience management (XM) in Financial Services
  • Meet quarterly and annual objectives and key results
  • Build strategic account plans to grow the existing business and to identify new opportunities with customers and through partners

The Expectation for Success:

  • Minimum 3-5 years of experience selling SaaS solutions 
  • Successful track record in achieving assigned targets within the financial services vertical
  • Successful track record providing executive-level impact to financial services clients and partners
  • Ability to learn and understand product solutions and features with excellent verbal and written communication skills
  • Strong quantitative, analytical and conflict resolution abilities
  • Experience using enterprise sales processes such as MEDDIC
  • Experience using CRM such as Salesforce or Microsoft Dynamics and measuring system compliance
  • Bachelor’s degree or higher is required
  • Preference for candidates to be based in a US Qualtrics Office with the ability to travel 25% of the time

What differentiates us from other companies:

  • Work life integration is deeply important to us - we have frequent office events, team outings, and happy hours
  • Qualtrics Experience Program - $1,800 for an experience of your choosing (eligible after a year)
  • We take pride in our office design aiming at fostering creativity from our rooftop views to an open and collaborative work space.
  • 30 paid days off - 15 PTO + 5 Personal Days + 10 Holiday Closures (additional after a year)
  • On top of standard benefits package (medical employees and their families, dental, vision, life insurance, etc) we provide snacks, drinks, and free lunches in our office
  • We believe in sharing Qualtrics success which is part of the compensation for all employees



Qualtrics Headquarters Location

Provo, UT

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Qualtrics Company Size

Between 2,000 - 5,000 employees

Qualtrics Founded Year


Qualtrics Total Amount Raised


Qualtrics Funding Rounds

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  • Series C

    $180,000,000 USD

  • Series B

    $150,000,000 USD

  • Series A

    $70,000,000 USD