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Enterprise Sales Executive, Banking, Financial Services and Insurance
Toptal · Canada
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What Toptal asks for
From Toptal's Enterprise Sales Executive, Banking, Financial Services and Insurance ad, checked 4 Nov 2026.
Financial services consulting sales
Extensive experience selling consulting or managed services, with a focus on financial or professional services organizations.
Territory plans and pipeline growth
Creating and carrying out territory plans that result in steady portfolio expansion and a healthy pipeline of leads.
Negotiating service agreements
Collaborating with legal and procurement departments at enterprise companies to negotiate complex service agreements.
The ad requires a bachelor's degree. This is a remote position based in Canada and requires English proficiency. Toptal does not offer visa sponsorship or assistance.
How the example answers the ad
Territory plans and pipeline growth
“Established a new territory plan that yielded a 30% increase in lead generation for high-margin technology projects.”
Creating a plan that increased lead generation by 30 percent shows the ability to develop territory plans and drive pipeline growth.
Negotiating service agreements
“Closed a $3.5M multi-year digital transformation contract with a national insurance firm after six months of procurement negotiations.”
Negotiating a 3.5M dollar contract with a national insurance firm over six months shows experience in negotiating service agreements with large organizations.
Financial services consulting sales
“Manage a $12M annual sales territory focusing on tier-one financial services clients with over $5B in revenue.”
Handling a 12 million dollar territory for tier-one clients with over 5 billion dollars in revenue provides evidence for financial services consulting sales.
The whole example as text
Kwame Osei · Senior Enterprise Sales Executive
Summary
Enterprise Sales Executive with 10 years of experience driving revenue growth in technology and talent marketplace sectors. Executes territory development strategies that consistently exceed quota by 25% or more annually. Negotiates complex service contracts with legal and procurement teams at Fortune 500 financial institutions. Develops scalable pipeline models to support high-value acquisition of managed technology services.
Experience
Senior Enterprise Sales Executive · Salesforce
San Francisco, CA · 2022 - Present
- Manage a $12M annual sales territory focusing on tier-one financial services clients with over $5B in revenue.
- Closed a $3.5M multi-year digital transformation contract with a national insurance firm after six months of procurement negotiations.
- Increased regional pipeline volume by 40% through targeted outreach to Chief Technology Officers at Fortune 500 firms.
- Developed a territory-wide go-to-market plan that accelerated the sales cycle by 15% for enterprise software suites.
- Lead cross-functional teams including legal and technical architects to finalize high-complexity service level agreements.
Director of Business Development · Upwork
Mountain View, CA · 2019 - 2022
- Scaled the enterprise marketplace channel from zero to $8M in annual recurring revenue within two years.
- Negotiated 15+ master service agreements with top-tier consultancies to integrate contingent talent solutions.
- Established a new territory plan that yielded a 30% increase in lead generation for high-margin technology projects.
- Managed stakeholder relationships with procurement departments of $2B+ revenue companies to ensure contract compliance.
Enterprise Account Manager · Oracle
Austin, TX · 2017 - 2019
- Exceeded annual sales quotas by an average of 20% over a three-year period by selling managed cloud infrastructure.
- Orchestrated the successful closing of a $4M database modernization project for a regional banking conglomerate.
- Maintained a 95% retention rate for enterprise accounts through consistent quarterly business reviews and strategic planning.
- Coordinated with legal counsel to draft and execute service contracts for international financial service clients.
Sales Development Representative · IBM
Toronto, ON · 2016 - 2017
- Generated over $500k in new qualified pipeline within the first 12 months through aggressive lead sourcing.
- Partnered with senior account executives to map out enterprise sales territories in the banking sector.
- Refined discovery call processes, leading to a 10% improvement in meeting conversion rates across the team.
- Utilized CRM tools to track activity metrics and report on performance against monthly revenue goals.
Education
Master of Business Administration · University of California, Berkeley
Berkeley, CA · 2014 - 2016
- Focused coursework on Strategic Sales Management and Advanced Financial Modeling.
- Completed thesis on Digital Marketplace Efficiency and Global Talent Allocation.
- Graduated with Beta Gamma Sigma honors for academic excellence in business.
Bachelor of Science in Finance · University of Toronto
Toronto, ON · 2010 - 2014
- Relevant coursework in Enterprise Resource Planning and Corporate Strategy.
- Served as President of the Finance and Investment Club.
- Recipient of the Dean's List Award for four consecutive academic years.
Skills
Frequently asked questions
Is the example from an employee?
No. It is an AI-written example for this ad, made to show how a resume can answer it.
Is this role remote?
Yes. The ad states this is a remote position, though it requires some travel to engage with clients.
What is the travel requirement?
The role involves local and long distance travel to meet with customers, which is expected to take up 25% or less of your time.
Where do I apply?
On the official Toptal posting, through the job link on this page.
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