Account Executive - Financial Services New York, New York, United States
Kizen Technologies Inc, New York, NY, United States
Location:
New York (Grand Central), NY (In-office 4x per week)
Kizen’s Platform, AI Agents & True Context Technology (TCT) power millions of mission‑critical experiences for leading organizations in highly regulated industries (insurance, healthcare, financial services).
Our platform helps organizations automate the workflows that matter most — from helping insurance agents manage contracting and commissions, to enabling healthcare providers to deliver proactive patient care, to empowering financial institutions to classify documents and extract data automatically.
And that’s just the beginning. With Kizen,
developers can build
new enterprise applications and impactful AI agents, while
business users can customize
dashboards and agents using natural language, low‑code, or code — all on the same platform.
What used to take months or years to build, configure, and connect now takes just days. Kizen combines powerful pre‑built agents and use cases with an enterprise platform for automation and data connection — all built on an AI‑first architecture that’s easy to adopt, scale, and trust.
We’re solving real operational problems and helping the world’s most complex organizations work faster, smarter, and more humanely.
Join us in transforming how industries work — one workflow, one agent, and one customer success story at a time.
About the Role We are seeking
Account Executives
with a history of selling into mid‑market accounts within the banking and mortgage lending industries as we introduce our next‑generation platform to these markets.
This is an opportunity of a lifetime for someone who wants to be at the heart of the AI movement to better humanity. As an Account Executive , you’ll be working directly with our Sales Director
to bring digital transformation to the masses.
In this strategic role, you’ll be at the forefront of delivering cutting‑edge AI solutions across financial services.
Key Responsibilities
Hunting:
This is a full‑cycle AE role. You will be responsible for prospecting into accounts, mapping out new logos, and finding innovative ways to close business.
Shape Sales Strategy:
Implement effective sales strategies to drive growth, ensuring alignment with Kizen’s overall business objectives.
Relationship Building:
Establish and maintain strong relationships with key stakeholders and decision‑makers within target organizations. Understand their business needs and challenges to position Kizen’s solutions effectively.
Performance Tracking:
Monitor and analyze sales performance metrics, providing regular updates and reports to your manager. Utilize insights to refine sales strategies and improve overall effectiveness.
Team Collaboration:
Collaborate with cross‑functional teams, including marketing, engineering, and customer success, to ensure a seamless customer experience and drive customer satisfaction.
Requirements
At least 4-6 years of experience in hunting and closing net‑new business across the banking or mortgage verticals.
Consultative Sales Background - Skilled at deeply understanding prospect business objectives and needs, creating custom use cases on Kizen’s platform, and building strategic plans tailored to each client.
You must have deep technical knowledge and be able to articulate this in a concise and simple manner to potential clients. Navigating conversations with technical buyers (CTO/CIO).
Strong negotiation, presentation, and communication skills, with the ability to influence and drive consensus among diverse stakeholders. You are a multi‑threading fanatic.
Ideally have an existing book of business that you will have the ability and trust to bring and deploy new technology to.
Frequent
Travel For Large Deals & Live Events
- 2X per month on average, budget season could require weekly travel.
Eager to be a part of a startup that is amongst some of the major winners of the AI movement. No job is too big or too small. Must have an attitude of accountability to get things done.
Excited to be in‑office with your peers - this is a hybrid position in which you will be in‑office 4 days of the week with Wednesday being optional.
Why Kizen We’re a fast‑growing company that values innovation, growth, and continuous improvement. By joining Kizen, you’ll play a pivotal role in shaping the future of the company while enjoying a supportive, dynamic, and collaborative workplace. You’ll have opportunities for professional development, impact, and career advancement.
What We Offer
Engaging Work Culture
Equity Package
Professional Development Stipends
PTO
Kizen is proud to be an equal‑opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity to win as one. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, citizenship or immigration status, or any other legally protected characteristics. At Kizen, we fully comply with the Americans with Disabilities Act (ADA). We are dedicated to embracing challenges and creating an accessible, inclusive workplace for all individuals.
The base salary range for this position is
$120,000 - $150,000.
However, base pay offered may vary depending on job‑related knowledge, skills, and experience. In addition to base salary, we also offer generous equity and benefits packages.
If you’re excited about creating impactful experiences and contributing to a fast‑paced, people‑focused team, we’d love to meet you!
OTE - $240,000 - $300,000
#J-18808-Ljbffr
New York (Grand Central), NY (In-office 4x per week)
Kizen’s Platform, AI Agents & True Context Technology (TCT) power millions of mission‑critical experiences for leading organizations in highly regulated industries (insurance, healthcare, financial services).
Our platform helps organizations automate the workflows that matter most — from helping insurance agents manage contracting and commissions, to enabling healthcare providers to deliver proactive patient care, to empowering financial institutions to classify documents and extract data automatically.
And that’s just the beginning. With Kizen,
developers can build
new enterprise applications and impactful AI agents, while
business users can customize
dashboards and agents using natural language, low‑code, or code — all on the same platform.
What used to take months or years to build, configure, and connect now takes just days. Kizen combines powerful pre‑built agents and use cases with an enterprise platform for automation and data connection — all built on an AI‑first architecture that’s easy to adopt, scale, and trust.
We’re solving real operational problems and helping the world’s most complex organizations work faster, smarter, and more humanely.
Join us in transforming how industries work — one workflow, one agent, and one customer success story at a time.
About the Role We are seeking
Account Executives
with a history of selling into mid‑market accounts within the banking and mortgage lending industries as we introduce our next‑generation platform to these markets.
This is an opportunity of a lifetime for someone who wants to be at the heart of the AI movement to better humanity. As an Account Executive , you’ll be working directly with our Sales Director
to bring digital transformation to the masses.
In this strategic role, you’ll be at the forefront of delivering cutting‑edge AI solutions across financial services.
Key Responsibilities
Hunting:
This is a full‑cycle AE role. You will be responsible for prospecting into accounts, mapping out new logos, and finding innovative ways to close business.
Shape Sales Strategy:
Implement effective sales strategies to drive growth, ensuring alignment with Kizen’s overall business objectives.
Relationship Building:
Establish and maintain strong relationships with key stakeholders and decision‑makers within target organizations. Understand their business needs and challenges to position Kizen’s solutions effectively.
Performance Tracking:
Monitor and analyze sales performance metrics, providing regular updates and reports to your manager. Utilize insights to refine sales strategies and improve overall effectiveness.
Team Collaboration:
Collaborate with cross‑functional teams, including marketing, engineering, and customer success, to ensure a seamless customer experience and drive customer satisfaction.
Requirements
At least 4-6 years of experience in hunting and closing net‑new business across the banking or mortgage verticals.
Consultative Sales Background - Skilled at deeply understanding prospect business objectives and needs, creating custom use cases on Kizen’s platform, and building strategic plans tailored to each client.
You must have deep technical knowledge and be able to articulate this in a concise and simple manner to potential clients. Navigating conversations with technical buyers (CTO/CIO).
Strong negotiation, presentation, and communication skills, with the ability to influence and drive consensus among diverse stakeholders. You are a multi‑threading fanatic.
Ideally have an existing book of business that you will have the ability and trust to bring and deploy new technology to.
Frequent
Travel For Large Deals & Live Events
- 2X per month on average, budget season could require weekly travel.
Eager to be a part of a startup that is amongst some of the major winners of the AI movement. No job is too big or too small. Must have an attitude of accountability to get things done.
Excited to be in‑office with your peers - this is a hybrid position in which you will be in‑office 4 days of the week with Wednesday being optional.
Why Kizen We’re a fast‑growing company that values innovation, growth, and continuous improvement. By joining Kizen, you’ll play a pivotal role in shaping the future of the company while enjoying a supportive, dynamic, and collaborative workplace. You’ll have opportunities for professional development, impact, and career advancement.
What We Offer
Engaging Work Culture
Equity Package
Professional Development Stipends
PTO
Kizen is proud to be an equal‑opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity to win as one. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, citizenship or immigration status, or any other legally protected characteristics. At Kizen, we fully comply with the Americans with Disabilities Act (ADA). We are dedicated to embracing challenges and creating an accessible, inclusive workplace for all individuals.
The base salary range for this position is
$120,000 - $150,000.
However, base pay offered may vary depending on job‑related knowledge, skills, and experience. In addition to base salary, we also offer generous equity and benefits packages.
If you’re excited about creating impactful experiences and contributing to a fast‑paced, people‑focused team, we’d love to meet you!
OTE - $240,000 - $300,000
#J-18808-Ljbffr