You'll drive adoption of Claude across regional and national banks, credit unions, and commercial lenders,helping them transform workflows in customer service, lending operations, risk management, and branch productivity.

You'll leverage consultative sales expertise and sector knowledge to secure strategic enterprise deals while becoming a trusted partner to stakeholders navigating AI deployment in highly regulated, customer-facing environments.

In collaboration with GTM, Product, Policy, and Marketing teams, you'll shape our approach to this high-volume vertical and help define how AI enhances both operational efficiency and customer experience in banking.

Responsibilities:

• Own the full sales cycle from prospecting through close, winning new business and driving revenue within retail and commercial banking accounts.

• Design and execute sales strategies tailored to the unique procurement dynamics, budget cycles, and regulatory considerations of depository institutions.

• Identify and develop new use cases across banking workflows,customer support and contact centers, loan origination and underwriting, fraud detection, compliance documentation, and relationship manager enablement,collaborating cross-functionally to differentiate our offerings.

• Build consensus across complex stakeholder ecosystems including business line leaders, Chief Digital Officers, risk and compliance teams, and procurement.

• Serve as the voice of the customer internally, gathering feedback from users and conveying market needs to inform product roadmaps, security requirements, and go-to-market positioning.

• Contribute to the evolution of our financial services sales methodology by documenting learnings, refining playbooks, and identifying process improvements that drive productivity and consistency.

You may be a good fit if you have:

• 5+ years of enterprise B2B sales experience, with significant time selling into retail banks, commercial banks, or credit unions.

• A track record of closing complex, multi-stakeholder deals within depository institutions by navigating both technical requirements and business use cases.

• Deep familiarity with how banks buy technology,including vendor risk management, regulatory compliance reviews, and enterprise procurement processes.

• Experience negotiating enterprise agreements within banking procurement frameworks, including navigating legal, compliance, and infosec requirements.

• Proven history of exceeding revenue targets by effectively managing pipeline and executing a disciplined sales process.

• Strong communication skills and the ability to present confidently to audiences ranging from branch operations leaders to C-suite executives.

• Understanding of retail and commercial banking operations, customer experience priorities, and competitive dynamics in the sector.

• A strategic, analytical mindset combined with creative tactical execution.

• Genuine enthusiasm for AI and its potential to transform banking, paired with appreciation for the importance of safe, responsible, and compliant deployment.

The annual compensation range for this role is $290,000-$435,000 USD.

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