Motivated, enthusiastic Account Executive with 15+ years of demonstrated excellence in sales and client management within financial services organizations, specifically within banking and payments. Deep background in cross-border payment infrastructure through 8 years at Ria Financial, one of the world's largest regulated payment and money transfer operators, with direct experience selling financial solutions to banks, payment processors, financial institutions, and enterprise clients across Europe and LATAM. Proven track record of building outbound pipelines, managing C-suite and CFO-level relationships, and delivering sales results against defined targets in fast-paced, dynamic environments.
Experience: 11 years
Yearly salary: $80,000
Hourly rate: $25
Nationality: 🌏 Remote
Residency: 🌏 Remote
Experience
Account Executive (Financial Services Clients)
Surf Office 2023 - 2025
Built outbound pipeline targeting senior prospects across financial services, technology, and enterprise sectors, managing C-suite and CFO-level relationships as primary point of contact. Delivered excellence in sales and client management across a portfolio of enterprise accounts (Google, Stripe, Automattic), ensuring clients were consistently updated on product developments and managing expectations professionally. Acted as additional contact during onboarding phase, working cross-functionally with delivery and operations teams to oversee key deadlines and ensure smooth client transitions. Gained client feedback on product positioning, identified trends, and communicated insights internally to help refine offering and messaging. Maintained CRM data to support pipeline reporting, consistently delivering against defined sales targets with 137% quota attainment.
Sales Manager & BD Coach
Self-Employed 2022 - 2023
Coached Account Executives on financial services sales, outbound pipeline building, and C-suite relationship management in target-driven environments. Worked cross-functionally with client teams across Sales, Compliance, and Customer Success to develop and improve sales processes. Maintained CRM discipline and supported data insights and reporting for client leadership teams.
Business Development Manager (Spain & Portugal)
Ria Financial 2019 - 2022
Demonstrated excellence in sales and client management within one of the world's largest regulated payment operators, delivering financial services solutions to banks, payment processors, and financial institutions across Europe and LATAM. Built outbound pipeline by identifying key strategic prospects and selling Ria's suite of cross-border payment products and services to CFOs, C-suite, and senior decision-makers. Built and managed C-suite relationships as primary contact for enterprise clients, handling escalations professionally and ensuring clients were updated on product enhancements. Worked cross-functionally with Customer Success, Compliance, Operations, Legal, and Finance, treating every colleague with respect and working toward the same mission. Gained client feedback, identified market trends, and communicated insights internally to product and leadership teams to refine positioning and offering. Maintained HubSpot and Salesforce CRM data to support insights and reporting, consistently delivering against defined targets with 96% gross profit growth over 3 years.
Regional Sales Manager
Ria Financial 2016 - 2019
Built and managed regional payment sales pipeline, exceeding targets by 137% through outbound prospecting, CFO-level relationship management, and cross-functional collaboration. Demonstrated a positive, can-do attitude in a pressurised environment, adapting to change and working harmoniously with colleagues across the organization.
Strategic Account Manager
Ria Financial 2014 - 2016
Managed strategic financial services accounts, acting as primary client contact and delivering world-class service that increased YoY revenue by 27% and volume by 35% for two consecutive years.
Skills
english
french
italian
spanish