How to become an Account Executive

Financial Account Executives sell payment processing, fintech, and other financial technology solutions to businesses. They prospect and qualify opportunities, manage pipelines, develop account strategies, lead technical and commercial sales cycles, negotiate agreements, and close new or expansion business.

Top Skills Required

  • Technical selling
  • Financial technology solutions
  • Payment processing

Education & Certifications

Typical: Bachelor's degree in business, finance, marketing, economics, or a related field is commonly preferred, although the descriptions do not require a degree.

Alternative paths:

  • Equivalent B2B or financial technology sales experience
  • Strong quota-carrying sales track record
  • Merchant services or payment processing experience