Sr Account Executive - BFSI
WFA Digital Insight
The demand for skilled account executives in the BFSI sector has seen a significant surge, with a focus on cloud-based customer experience solutions. As the market continues to evolve, companies like Genesys are at the forefront, offering innovative platforms that transform customer and employee experiences. With over 6,000 employees globally, Genesys is committed to empathy and collaboration, making it an attractive employer for those seeking a dynamic work environment. Candidates with a strong background in GTM strategy and Excel skills are in high demand, and this role offers a unique opportunity to make a substantial impact in the BFSI vertical. Before applying, candidates should be aware of the industry's regulatory landscape and the importance of building strategic relationships with key stakeholders.
Job Description
About the Role
The Sr Account Executive - BFSI role at Genesys is a pivotal position that involves developing and growing key named accounts within the Banking, Financial Services, and Insurance sector in India. This role requires a deep understanding of the BFSI industry, including its dynamics, regulatory environments, and digital transformation priorities. As a Sr Account Executive, you will be responsible for driving revenue growth, managing strategic relationships, and executing a winning go-to-market strategy within complex, highly regulated enterprises.The ideal candidate will have a strong executive engagement capability, a deep understanding of the BFSI industry, and the ability to define and execute a GTM strategy that aligns with industry trends such as digital banking, customer experience transformation, compliance, and automation. You will be working closely with C-level stakeholders, including CXOs, Heads of Customer Experience, Digital, IT, and Operations, to build deep relationships and drive business growth.
What You Will Do
- Own and drive the revenue target for assigned BFSI accounts, developing both strategic and tactical plans to consistently achieve and exceed targets.
- Manage and grow strategic BFSI relationships through structured account planning, territory planning, and partner collaboration.
- Develop and execute a BFSI-focused go-to-market (GTM) strategy, aligned with industry trends such as digital banking, customer experience transformation, compliance, and automation.
- Build deep relationships with C-level stakeholders within banks, NBFCs, insurance firms, and fintechs.
- Understand the Total Addressable Market (TAM) within BFSI and drive strong year-on-year growth through proactive pipeline development and deal execution.
- Maintain accurate forecasting (monthly, quarterly, yearly) and ensure strong deal linearity and predictability.
- Provide transparent reporting to leadership, ensuring disciplined pipeline management and forecast hygiene.
- Develop a strong understanding of Genesys solutions (CX, Contact Center, AI, Cloud) and align them to BFSI-specific use cases such as customer onboarding, collections, service automation, and fraud handling.
- Identify and pursue new opportunities within BFSI, including digital transformation initiatives, legacy modernization, and cloud adoption programs.
- Drive account-based selling, coordinating cross-functional resources (pre-sales, partners, alliances, delivery teams).
- Build and maintain industry and competitive intelligence, especially around BFSI CX trends, regulatory shifts, and competitor positioning.
What We Are Looking For
- 5-7+ years of experience in selling complex enterprise solutions within BFSI accounts.
- Strong understanding of the BFSI industry landscape, including banking, insurance, NBFCs, and fintech ecosystems.
- Proven experience in CX / Contact Center / Customer Engagement solution selling.
- Experience managing large, strategic BFSI accounts with multiple stakeholders.
- Preference for candidates with Cloud / SaaS sales experience.
- Strong executive engagement capabilities and the ability to define and execute a winning GTM strategy.
- Deep understanding of GTM strategy and Excel skills.
Nice to Have
- Experience with digital transformation initiatives, legacy modernization, and cloud adoption programs.
- Knowledge of regulatory shifts and competitor positioning in the BFSI sector.
- Familiarity with Genesys solutions (CX, Contact Center, AI, Cloud).
- Experience with account-based selling and cross-functional resource coordination.
Benefits and Perks
- Competitive salary and benefits package.
- Opportunity to work with a leading cloud-delivered CX solutions provider.
- Collaborative and dynamic work environment.
- Professional growth and development opportunities.
- Flexible working hours and remote work options.
- Access to cutting-edge technology and innovative solutions.
- Comprehensive health insurance and wellness programs.
How to Stand Out
- Tip: Highlight your experience with GTM strategy and Excel skills in your application, as these are key requirements for the role.
- Ensure you have a deep understanding of the BFSI industry landscape and regulatory environment, as this will be crucial in building strategic relationships and driving business growth.
- Prepare to discuss your experience with digital transformation initiatives, legacy modernization, and cloud adoption programs, as these are key areas of focus for Genesys.
- Research Genesys solutions (CX, Contact Center, AI, Cloud) and be prepared to discuss how they align with BFSI-specific use cases.
- Be ready to provide specific examples of your experience managing large, strategic BFSI accounts with multiple stakeholders.
- Consider highlighting any experience you have with account-based selling and cross-functional resource coordination, as these skills are highly valued in this role.
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