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Sr CRM Account Executive - Financial Services

ServiceNow - New York, NY, United States - Hybrid - posted 2026-09-14

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Salary: USD 137,000 - 185,050 / annual

ServiceNow is seeking a Senior CRM Account Executive with deep expertise in selling front-office transformation and AI-powered workflow solutions to financial services institutions. You will drive market adoption and expansion of ServiceNow's next-generation CRM and AI products, positioning them as essential infrastructure for enterprise-wide digital transformation across banking, insurance, and wealth management. Your responsibilities will include: **Financial Services Vertical Strategy & Execution** - Develop and execute territory strategy focused on high-value CRM use cases specific to banking, insurance, and wealth management, including enhanced customer experience and intelligent service operations - Prospect and grow pipeline in CRM greenfield accounts and expand existing CRM partnerships through consultative selling, executive briefings, discovery workshops, and use-case pilots - Partner with account teams, solutions implementation partners, and resellers to close net-new sales opportunities that drive operational efficiency and superior customer experience **Sales & Team Enablement** - Serve as the primary Financial Services CRM expert within your territory, spearheading net-new sales initiatives and collaborating with core account teams to drive front-office transformation across an extensive territory - Act as both individual contributor and coach, leading new opportunities while enabling Account Executives and Sales Development teams with foundational and advanced specialty knowledge to identify, qualify, and accelerate CRM opportunities within global accounts ServiceNow's CRM products are built on the market-leading Service Management platform, creating a unified intelligent source of truth. This enables mission-critical processes—from customer onboarding and complaints management to fraud and disputes resolution, decedent management, trade exceptions, and broker/dealer servicing—to execute with uniform information, predictive AI, and operational efficiency. Travel requirement: 30-50%. **Requirements** - 7+ years of experience in enterprise software and/or specialty solutions sales, with proven track record as a new-logo hunter, Senior Account Executive, or Senior Solutions sales executive - Experience leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving (including AI-powered tools, workflow automation, AI-driven insights, or exploring AI's potential impact) - Understanding of business sales processes - Ability to travel 30-50% as required

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