SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Outset has built an AI-powered user research platform that enables enterprises to conduct qualitative research at unprecedented speed and scale. Global brands including HubSpot, Microsoft, Uber, and Nestle use Outset to gather deeper customer insights. The company recently raised a $30M Series B (December 2025) and achieved 8x business growth, establishing AI-moderated research as a new standard in the market.
You will join as an Account Executive focused on the Financial Services vertical, reporting to the VP of Sales. This is a quota-carrying individual contributor role responsible for the full sales cycle—prospecting, pipeline development, closing, and account expansion—across a named set of financial services accounts. You will own both net new logo acquisition and growth within existing customers.
Your primary buyers are Market Research and Customer Insights teams at banks, insurers, wealth and asset managers, payments companies, and fintechs. Financial institutions compete on trust and customer experience, and their insights teams need to understand customer behavior across banking, cards, lending, wealth, and insurance products. Outset enables this at scale and speed that traditional research cannot match. You will also have opportunities to expand into UX Research, Product, and CX teams building digital banking products and customer journeys.
Key responsibilities include: owning the full sales cycle for named accounts; landing new logos and expanding across lines of business; building trusted relationships with research and insights leaders; leading discovery and demos connected to financial services workflows (brand messaging, product testing, customer segmentation, acquisition and attrition analysis); developing account plans that map organizational structure, buying centers, and research budgets; navigating complex enterprise processes including vendor risk management, security, data privacy, and compliance reviews in partnership with internal teams; maintaining accurate Salesforce forecasting; partnering with Marketing on vertical-specific plays; collaborating with Customer Success on post-sale adoption and expansion; and becoming the company's go-to expert on the Financial Services vertical.
You will work closely with Marketing, Product, Security, and Customer Success teams, and bring deep understanding of how regulated financial institutions evaluate and purchase technology.
REQUIREMENTS:
- 5+ years of quota-carrying B2B SaaS sales experience with a strong track record of exceeding quota
- Demonstrated experience and expertise selling into and growing Financial Services accounts (banks, insurers, asset managers, payments companies); must have owned commercial relationships and understand how these institutions buy, including selling full-service research and analysis deliverables
- Established network across Market Research and Customer Insights leadership in financial services; relationships with UX Research, Product, or CX leaders are a plus
- Proven ability to run full-cycle enterprise sales, including prospecting, managing complex multi-stakeholder deals, and closing new business
- Track record of growing existing accounts through expansion and cross-sell across lines of business
- Experience guiding deals through vendor risk, security, and compliance reviews at regulated institutions
- Exceptional communication, executive presence, and relationship-building skills
- Ability to operate independently in a fast-paced startup environment
- Willingness to travel up to 40% for customer meetings and industry events
- Bonus: experience selling research, CX, analytics, or AI solutions
