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Senior Account Executive - Financial Services

cohere

Remoto New York
Sales Finance Account Manager

Job Score

100 pts
Remote model (+90) Sales (+10) Finance (+10) Account Manager (+10)

Who are we?

Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems.

We’re training and deploying frontier models for enterprises who are building AI systems. We believe that our work is instrumental to the widespread adoption of AI and we are looking for folks that want to be part of that.

We obsess over what we build. Each one of us is responsible for contributing to increasing the capabilities of our models and the value they drive for our customers. Cohere is a team of researchers, engineers, designers, and more, who are all passionate about their craft.

We are a global technology company headquartered in Toronto with key offices in London, New York City, San Francisco, Montreal, Paris, Berlin and Seoul. Join us!

Senior Account Executive - Financial Services

Why this role? In this role, you will have ownership of the full sales cycle - from identifying leads to closing deals with Global 2000, large enterprises within the Financial Services sector. We're looking for an approachable and compelling communicator who loves working with prospects to uncover their needs and feels comfortable developing tailored value propositions around how Cohere's platform can help them achieve their business goals. You'll lay the foundation for Cohere's growth by owning your territory and collaborating with teammates across customer success, sales development, marketing, and solution architecture. You'll be the voice of the field and help our product and engineering teams prioritize the Cohere roadmap with customer-centric care. It's a highly self-directed role, so you should be someone who thrives in an unstructured and quickly evolving environment. And your opportunity for impact will be astronomical — Cohere has skies-the-limit potential, and you'll help us reach it.

As an Account Executive focused on the Financial Services sector you will:

  • Focus on net-new logo acquisition via outbound activity and relationship building with key stakeholders while also bringing a strong network of key decision-maker and influencer contacts and relationships in the Financial Services industry to accelerate engagements, drive strategic partnerships and win sales opportunities

  • Work closely with customers and prospects as a consultative, trusted advisor who deeply understands their challenges and goals, their technology ecosystem, and will tailor solutions to drive measurable impact for their businesses

  • Work in close partnership with channel partners to find opportunities to scale outreach and customer satisfaction in your region

  • Collaborate with product and engineering teams as well as customer success on strategic motions to deliver solutions to large enterprise customers

  • Collaborate with Sales Development Representatives to drive top of funnel activity

  • Own the full sales cycle – from initial outreach through proof-of-concept, deal close, and deployment; this is not a transactional sale that you can walk away from after the contract is signed but rather requires ongoing oversight of the project to ensure success

You may be a good fit if you have:

  • 8-12+ years of previous B2B sales experience with Global 2000, large enterprises in the Financial Services sector, negotiating and closing transformational multi-year (2-5 year) SaaS deals in the 7 figure range, and a track record of high performance and exceeding quota

  • Previous experience as a technical consultative salesperson, selling complex products, such as developer tools, API products, or AI / NLP solutions, are a plus, with a focus on applications in the Financial Services sector

  • Previous experience working with customers during the deployment phase of the engagement, aligning on how best to configure and customize the solution that supports success in production and builds trust to set up for expansion and growth

  • Previous experience working with channel partners such as cloud hyperscalers and system integrators to drive sales cycles and hit shared revenue goals

  • High tolerance for ambiguity - as an early sales hire, you'll have to be a self-starter, doer and a strategist who is capable of wearing many hats and doing what it takes to figure out a path to success

  • Curiosity - you want to go deep on NLP and become an expert on our technology while considering how to fit into a large organization's technology landscape with a focus on its applications in the Financial Services sectors

  • Fantastic communication skills - you are a great listener, have a knack for understanding what matters most to others, build strong relationships, can speak to the c-suite, and feel comfortable speaking to both technical and non-technical audiences in the Financial Services sector

Additional Requirements:

  • Deep understanding of the Financial Services industry, including key trends, challenges, and opportunities

  • Ability to articulate the value of AI and NLP solutions in the context of Financial Services operations.

  • Experience working with regulatory and compliance requirements specific to the Financial Services industry

Cohere is committed to fair and transparent pay practices. The salary range listed for this role reflects the expected base compensation. Actual compensation offered will be determined by factors such as location, level, job-related knowledge, skills, education, and experience.

For candidates in the United States, the Base Salary Range is : $132,500 - $190,000 USD

Full-Time Employees at Cohere enjoy these Perks:

  • A weekly lunch stipend of $75/£75 or equivalent in your local currency for lunch.

  • Full health and dental benefits, including a separate budget for mental health.

  • RRSP matching, 401K, Pension Scheme.

  • 100% Parental Leave top-up for up to 6 months, for either parent.

  • Annual enrichment benefits:

    Arts & culture, fitness/wellness, quality time, and a workspace improvement credit.

    Education & learning stipend for conferences, courses, and coaching.

  • 6 weeks of paid vacation (30 working days!)

  • Budget for traveling to other offices if you are remote, plus an annual company offsite.

How and Where We Work:

  • Cohere is remote-friendly, but we also have offices in Toronto, London, New York City, San Francisco, Montreal, Paris, Berlin and Seoul with more opening soon.

  • For those in the office: a daily lunch program, plenty of snacks, and regular community and social events.

  • For those not near an office: a co-working benefit so you can work alongside others in your city.

  • Everyone receives a $500 home office stipend to set up your workspace properly.

If any of the above doesn’t line up exactly with your experience, we still encourage you to apply.


We strive to create an inclusive work environment for all; we welcome applicants from all backgrounds and are committed to providing equal opportunities. Should you require any accommodations during the recruitment process, please submit an Accommodations Request Form, and we will work together to meet your needs.

We may use AI-enabled tools to screen and assess applicants against the criteria for this position. This helps our recruiters identify potentially qualified candidates, but it doesn't limit the applications our recruiters may review or consider.

Beware of Scams: Cohere will never ask for payment or third-party services (e.g., CV writing) as part of our hiring process. All legitimate roles are listed on the Cohere careers page and LinkedIn only, with all communications from Cohere employees coming from an @cohere.com or @cw.cohere email alias. If jobs are viewed on other sites then please verify these through our official careers page.

About Sales

The Sales area is responsible for generating revenue and expanding the customer base. B2B and B2C sales professionals are fundamental for sustainable growth of any organization.

Key skills include prospecting, negotiation, CRM (Salesforce, HubSpot), sales enablement, and value consulting. The consultative and data-driven approach is increasingly valued.

Consultative sellers and senior Sales Managers have very high earning potential, with OTE (On-Target Earnings) that can exceed monthly salaries in technology companies.

About Finance

The Finance area in technology companies combines traditional financial knowledge with advanced digital tools. FP&A, controlling, and corporate finance professionals are essential for the organization's financial health.

Key skills include financial modeling, metrics analysis (MRR, ARR, LTV, CAC), ERP (SAP, Oracle), and BI tools. Certifications like CFA and CPA-20 are differentiators.

The financial sector offers stable opportunities with competitive salaries, especially in fintechs and large technology companies.

About Account Manager

The Account Manager is the professional responsible for managing and expanding the relationship with clients after the sale. They act as a strategic partner, ensuring satisfaction, retention, and account growth, connecting client needs with company solutions.

Key skills include relationship management, negotiation, upsell and cross-sell, contract renewal, account planning, business reviews, metrics analysis (NPS, churn, LTV), and CRM knowledge (Salesforce, HubSpot). Communication, empathy, and business vision are fundamental differentiators.

Account Managers in technology and SaaS companies are highly valued, especially those who can increase recurring revenue (MRR/ARR) through account expansion and churn prevention. The field offers opportunities from account executive to director of accounts, with a focus on strategic relationship, revenue growth, and customer success.

Discover Other Areas

Understand the scope of work, key skills, and tools used in different career areas.

About Business Analysis

The Business Analyst (BA) is the professional responsible for identifying problems, opportunities, and solutions in organizational processes, acting as a bridge between business areas and the technology development team. They gather and specify requirements, map value streams, design future processes, and help ensure that software deliveries align with the company's strategic goals.

About Communications

The Communications area is strategic for building and maintaining a company's institutional image. It encompasses corporate, internal, and external communication, public relations, press office, and reputation management. Communications professionals are responsible for delivering consistent messages that strengthen the employer brand and market positioning.

Key skills include strategic writing, communication planning, crisis management, media relations, corporate content production, event organization, and digital communication. Knowledge of communication CRMs, press release distribution platforms, and media monitoring tools (Meltwater, Cision) is a differentiator.

Corporate communicators in technology companies are highly valued, especially those who master change communication, employee engagement, and digital communication. The field offers opportunities in startups, scale-ups, and large corporations, with a focus on storytelling, organizational culture, and innovation communication.

About Automation Engineer

The Automation Engineer is the professional responsible for designing, developing, and implementing solutions that automate manual and repetitive processes in IT, infrastructure, testing, and operations. They combine programming knowledge with DevOps and SRE vision to eliminate manual tasks and increase operational efficiency.

Key skills include Infrastructure as Code (Terraform, Ansible, Pulumi), CI/CD (Jenkins, GitHub Actions, GitLab CI), test automation (Selenium, Cypress, Playwright), network automation (Netconf, SDN), RPA (UiPath, Power Automate), and scripting (Python, Bash, PowerShell). Knowledge of Kubernetes, GitOps (ArgoCD, Flux), and automation platforms is a differentiator.

Automation Engineers in technology companies are highly valued, especially those who can create automated deployment pipelines, self-healing infrastructure, and internal developer platforms (IDP). The field offers opportunities from junior automation engineer to automation architect and head of automation.

About Customer Service

The Customer Service / Client Relations area is essential for ensuring customer satisfaction, retention, and a good relationship. Professionals in this field are the primary interface for communication, handling inquiries, requests, feedback, and ensuring a high-quality day-to-day experience. Skills in communication, problem-solving, empathy, and patience are indispensable.

About Content Manager

The Content Manager is the professional responsible for leading the entire content strategy, production, and management of an organization. They define the editorial strategy, coordinate writing teams, and ensure content aligns with business goals and brand identity.

Key skills include content strategy, editorial planning, content audit, buyer persona, customer journey, content ops, content governance, performance metrics (ROI, engagement, organic traffic), and team management. Knowledge of WordPress, Contentful, Notion, and analytics tools is a differentiator.

Content Managers in technology companies are highly valued, especially those who can align content with conversion funnels, lead multidisciplinary teams, and use data to optimize editorial strategy. The field offers opportunities from content manager to head of content, with a focus on strategy, quality, and scale.

Career Guides

Technology Career Guide

Planning, skills, interviews, and professional growth in IT, Data Science, DevOps, and Product.

Read full guide →

Design Career Guide

UX/UI, Graphic Design, Product Design. Portfolio, tools, interviews, and growth in the Design field.

Read full guide →

Marketing Career Guide

SEO, Paid Media, Growth, Content Marketing. Certifications, tools, and strategies to grow in Digital Marketing.

Read full guide →

Finance Career Guide

Financial market, investments, corporate finance, certifications, and strategies to grow in the financial field.

Read full guide →

Communication Career Guide

Journalism, PR, Corporate Communication, Content Marketing, and Multimedia Production.

Read full guide →

Administration Career Guide

Business Management, HR, Logistics, Consulting, Project Management, and Entrepreneurship.

Read full guide →

Data Career Guide

Data Science, Data Engineering, BI, Machine Learning, and AI. From training to the job market.

Read full guide →

Product Career Guide

Product Management, Product Ownership, Agile, Scrum, and OKRs. From strategy to execution.

Read full guide →

Tech & Remote Glossary

Stop getting lost in interviews and job descriptions

The job market, especially within tech and global companies, has developed its own dialect. Not understanding these acronyms can make you lose valuable opportunities or poorly negotiate your contract. To end this problem, we created the Definitive Glossary for the Remote Professional.

🏢 Work Models & Routine

Async (Asynchronous Work)
A communication model where responses don't need to be immediate. Instead of back-to-back meetings, the team relies on well-structured documents, threads, and messages. It's the gold standard for global companies spanning multiple time zones.
Sync (Synchronous Work)
The opposite of Async. It requires the team to be online and available at the same time for meetings, live chats, and real-time collaboration.
Daily / Stand-up
A quick daily meeting (usually 15 minutes) common in Agile (Scrum) methodologies. The team answers three questions: What did I do yesterday? What will I do today? Are there any blockers?
All-Hands / Town Hall
A company-wide meeting involving all employees. Usually led by the founders (C-Levels) to present results, new goals, and answer team questions.
1:1 (One-on-One)
A recurring individual meeting between a professional and their direct manager. It is used for career alignment, feedback, and problem-solving, not just for project status updates.

💰 Contracts, Benefits & Compensation

PTO (Paid Time Off)
Instead of strict, categorized leave policies, modern US companies usually offer a flexible pool of days (e.g., 20 days of PTO, or even "Unlimited PTO") that you can use for vacations, sick days, or personal matters, while receiving your regular compensation.
Equity / Stock Options
Company ownership. The startup offers you the right to buy shares at a heavily discounted strike price in the future. If the company grows, goes public, or is acquired, these shares can be highly lucrative.
Vesting (Vesting Schedule)
The rule that controls your Equity. It usually lasts 4 years. You don't get all the shares on day one; you "earn" them gradually as you stay with the company. A "1-year Cliff" means you must stay for at least one year to receive your first batch of shares.
RSUs (Restricted Stock Units)
Unlike Stock Options (where you have the right to buy the stock), RSUs are actual shares the company grants you as a bonus or part of your compensation package, following a strict Vesting schedule.
Independent Contractor (1099 / B2B)
The most common international hiring model for global talent working for US companies. You act as a service provider (business-to-business), receiving the gross salary (often six-figure compensation) without standard local payroll tax deductions at the source.

🤖 Recruitment & Hiring Process

ATS (Applicant Tracking System)
The "robot" that reads your resume. Software like Greenhouse, Ashby, and Workday are used to filter candidates by keywords before a human even looks at the document. (Pro tip: this is why your resume must be clean, semantic, and have the right keywords).
JD (Job Description)
The document that lists the responsibilities, technical requirements, and benefits of the open position.
Cultural Fit
The interview stage that evaluates if your core values, communication style, and worldview align with the company's culture. This is the ultimate test of your Soft Skills.
Onboarding
The integration process. It's the period of your first few weeks at the company, where you get your access credentials, learn about the culture, study the internal documentation, and understand how the product works.

🚀 How to use this to your advantage?

The secret isn't just knowing what these acronyms mean, but using them actively. If during an interview for a premium tech role you ask, "How does your PTO policy and Vesting schedule work?", the recruiter will immediately perceive you as a high-level professional, familiar with the global market standards.

The remote job market requires preparation. And having the right vocabulary is the first big step to securing six-figure proposals and standing out among thousands of applicants.

Expert Tip

Agile and Project Management in Today's Market

1. Move Beyond "Doing Agile": Deliver Real Value

One of the biggest mistakes candidates make in interviews for Agile roles is focusing too much on ceremonies (Dailies, Plannings, Retrospectives) and forgetting their actual purpose. Recruiters from global tech companies want to know how you eliminated bottlenecks and boosted team efficiency.

"True Agile success isn't measured by how many practices you implement, but by how much value you deliver to the customer and how quickly you do it."

Instead of writing "facilitated Scrum ceremonies" on your resume, use a results-driven approach: "Reduced team Cycle Time by 20% by identifying and removing bottlenecks in the value stream."

2. Certifications That Actually Bypass the ATS

While practical experience is the ultimate deciding factor, Applicant Tracking Systems (ATS) used by top US companies (like Greenhouse, Ashby, and Workday) filter resumes strictly through keywords. Holding the right certifications ensures you pass this first robotic barrier and get your profile in front of a human recruiter.

  • Professional Scrum Master (PSM I, II) by Scrum.org: Highly respected because it doesn't require renewal and features a rigorous, Scrum Guide-based exam.
  • Project Management Professional (PMP) by PMI: The gold standard for traditional, predictive, and hybrid Project Management.
  • PMI Agile Certified Practitioner (PMI-ACP): Excellent for demonstrating broad knowledge across multiple Agile frameworks (Scrum, Kanban, Lean).
  • SAFe (Scaled Agile Framework): Absolutely essential if you are targeting Enterprise-level corporations that have scaled Agile across thousands of employees.

3. Mastering Flow Metrics and Tools (Hard Skills)

The modern Agile professional must be data-driven. Companies offering six-figure compensation expect you to extract actionable insights from tools like Jira, Confluence, or Azure DevOps.

During technical interviews, be prepared to discuss how you utilize flow metrics, such as:

  • Lead Time and Cycle Time: To measure efficiency and the actual time it takes to deliver requests.
  • Throughput: The number of work items completed in a given timeframe.
  • Cumulative Flow Diagram (CFD): To visually identify bottlenecks in the workflow.
  • OKRs (Objectives and Key Results): To align the development team's daily work with the company's high-level strategic goals.

4. Soft Skills and Conflict Resolution in Async Teams

In global, remote-first, and asynchronous environments, communication is the biggest challenge. A top-tier Project Manager or Scrum Master acts as a shield for the tech team and a bridge for stakeholders.

Demonstrate emotional intelligence, empathy, and negotiation skills. You will often face situational questions like: "How would you handle a Product Owner who constantly changes the Sprint scope mid-cycle?" Your answer should highlight peaceful, data-driven negotiation focused on business impact and team predictability.

Conclusion: Your Competitive Edge

To land premium Project Management and Agile roles, you must position yourself as a strategic business partner, not just a process enforcer. Understand the product, master the metrics, and know how to guide people towards continuous improvement.

References & Useful Links