Account Executive - Financial Services

Location: This is a hybrid role based out of our Las Colinas, TX office and requires in-office presence three days a week (Tuesday, Wednesday, Thursday).

Key Responsibilities:

Identify, qualify, and close net new customers within the specified vertical and ICP.

Identify opportunities through repeatable signals and playbooks rather than broad-based outbound volume

Build and maintain executive relationships with CISOs, security leaders, CTOs, and business decision-makers in Financial Services

Co-sell and orchestrate joint account plans across alliance, service, and channel partners simultaneously, providing technical credibility and competitive differentiation

Lead discovery calls using MEDDPICC qualification framework (Metrics, Economic Buyer, Decision Criteria, Decision Process, Pain, Identified Need, Champion, Competition)

Position TrendAI's business value against vertical- and ICP-specific business, operational, and regulatory challenges

Collaborate with a Technical Lead on technical scoping and early-stage demonstrations

Manage the full sales cycle from prospecting through close

Maintain disciplined sales activity tracking and pipeline management; activity data is monitored and reviewed regularly for coaching

Qualify out poor-fit opportunities early and decisively to protect pipeline quality and capacity for winnable deals

Document expansion roadmaps and economic buyer maps before deal close

Achieve quarterly and annual new customer targets while maintaining deal quality standards

Leverage AI-native tools daily for account research, personalization, meeting preparation, forecasting, and follow-up to increase sales velocity and outcomes, not only prospecting efficiency

Provide market, competitive, and signal intelligence to inform vertical playbooks and strategy

Required Qualifications:

3+ years of enterprise cybersecurity or infrastructure software sales experience

Demonstrated domain expertise in Financial Services (its business, operational, and regulatory dynamics) with established relationships

Proven fluency co-selling across alliance, service, and channel partners, including navigating multi-partner dynamics on the same deal

Track record closing enterprise deals via partners and with complex procurement

Experience identifying opportunities through buying signals and repeatable playbooks, not volume-based prospecting alone

Proficiency with MEDDPICC sales methodology and the discipline to qualify out low-probability opportunities, not only qualify in

Strong knowledge of Financial Services-specific security landscape and regulatory requirements

Comfortable with CRM discipline, pipeline management, and forecast accuracy

Demonstrated use of AI tools in day-to-day selling activity such as research, prospecting, forecasting, follow-up to increase velocity and outcomes, and willingness to commit to activity monitoring and coaching

Willingness to travel 30-40%

Preferred Qualifications:

Experience selling AI security, cloud security, or infrastructure security solutions

Experience selling through established partner channels in cybersecurity

Understanding of land-and-expand SaaS business models

Familiarity with signal- or intent-based prospecting platforms (account intelligence, trigger-event monitoring) to support playbook-driven pipeline generation

What We Offer You:

You're important to us. What matters to you, matters to us too. TrendAI provides benefit options for you and your family.

Comprehensive medical, dental and vision insurance

Life insurance

Short & Long Term Disability

Pre-partum, maternity, parental and medical leave

Mental Health Wellness Program

Adoption Assistance

Wellness Incentive

Pet Insurance

401(k) with company match

Paid Time Off

14 Annual Holidays

Tuition Assistance

Employee Resource Groups

We offer competitive compensation with bonus opportunity tied to company performance, along with room to enhance your skills through ongoing learning and broad technological opportunities. Achieving work-life balance is a priority, complemented by team activities, fostering an environment rooted in equity, inclusion, and collaboration, that is reflected in both our culture and our work.

Be Passionate. Be Innovative. Be a Trender.

This position does not offer sponsorship for work permit applications or renewals, either now or in the future. Candidates must be authorized to work in the U.S. without the need for employment-based visa sponsorship, both currently and moving forward. The company will not sponsor applicants for U.S. work visa status for this role (including, but not limited to, H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT, or any other employment-based visa).

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At Trend Micro, we embrace change, empower people, and encourage innovation in a connected world. Our diversity and multicultural workforce are key contributing factors to our success across the globe. Trend Micro provides equal employment opportunity for all applicants and employees. Trend Micro does not unlawfully discriminate on the basis of race, color, religion, sex, pregnancy and childbirth or related medical conditions, national origin, ancestry, age, physical or mental disability, medical condition, family care leave status, veteran status, marital status, sexual orientation, or gender identity.