Own strategic BFSI enterprise accounts as the executive sponsor and quota-carrying commercial leader. Drive renewals, upsell, cross-sell, new use cases, forecasting, contract negotiations, and expansion ARR. Build multi-year account strategies, lead QBRs, engage C-suite stakeholders, manage risks, and ensure measurable customer outcomes. Partner with delivery, value engineering, solutions, product, marketing, services, and alliance teams to strengthen adoption and expand relationships across banks, insurers, and financial services firms.
Be at the Forefront of the Agentic AI Revolution
At Skan AI, we are pioneering the context engine for human and agentic execution, bringing context from enterprise operators, systems, and processes to power how the world's largest organizations execute their most complex, mission-critical work.
Why Skan AI
We're in hyper-growth mode at exactly the right moment in history. As enterprises race to adopt agentic AI, we're uniquely positioned to deliver the clear signal they desperately need: a platform that trains and grounds AI Agents in trillions of real execution signals, enabling reliable, compliant automation of their most complex processes.
Backed by Dell Technologies Capital and other leading investors, we're the only company that can bridge the gap between AI's promise and enterprise reality, making us perfectly positioned to define the agentic era for modern enterprises.
Our diverse, collaborative team of 250+ innovators is solving category-defining challenges at the intersection of AI, process intelligence, and enterprise work. Diverse perspectives fuel breakthrough thinking, cross-functional collaboration is the norm, and our work directly transforms how Fortune 500 companies operate. We are shaping the future of work itself.
About the Role
We are looking for a senior commercial leader to own a portfolio of strategic BFSI accounts — primarily large banks, insurers, and financial services firms. This is not a traditional account management role. You are the executive sponsor, the commercial owner, and the trusted advisor to senior client stakeholders simultaneously.
You will carry a net revenue retention and expansion quota, with direct accountability for renewals, upsell, and new use-case development across your assigned book of business. You will partner with a cross-functional team — including delivery, value engineering, and solutions — to ensure customers realize measurable business outcomes from their investment in Skan, and you will serve as the primary voice of the customer internally.
The ideal candidate has managed large enterprise accounts at a B2B SaaS company or a leading Agentic provider, has deep familiarity with BFSI operating environments, and can hold credible conversations with COOs, CIOs, and CFOs about AI, automation, and transformation strategy. This is not a relationship-manager role — this is a quota-carrying commercial role where you are accountable for outcomes.
Key Responsibilities
Account Strategy & Governance
- Develop and execute multi-year account plans for each customer, aligning Skan's capabilities to the client's business objectives, transformation priorities, and operating model.
- Lead quarterly business reviews (QBRs) that connect Skan's impact to enterprise priorities and surface expansion opportunities across business units and geographies.
- Maintain executive sponsor relationships at the COO, CIO, CFO, and Chief Transformation Officer level, ensuring Skan is embedded in the client's strategic agenda.
Renewal & Expansion
- Own the commercial relationship end-to-end: forecast accuracy, contract negotiation, on-time renewals, and conversion of expansion opportunities.
- Identify and develop upsell and cross-sell opportunities across new business units, geographies, and use cases — including claims automation, underwriting ops, compliance, and loan processing.
- Carry a net revenue retention (NRR) and new ARR expansion quota across your assigned book of business.
Customer Outcomes & Risk Management
- Partner with the cross-functional account team — delivery, value engineering, solutions — to ensure consistent and measurable value delivery against customer success criteria.
- Proactively identify and mitigate account risk: adoption gaps, stakeholder transitions, competitive pressure, or delivery concerns.
- Maintain high customer satisfaction, strong platform adoption, and sustained engagement throughout the customer lifecycle.
- Escalate and resolve issues quickly, working cross-functionally to protect and strengthen the customer relationship.
Internal Advocacy & Cross-Functional Alignment
- Represent customer needs internally, influencing product, marketing, and services priorities to strengthen Skan's BFSI enterprise offering.
- Partner with the partnerships team to identify and activate GSI and SI co-delivery opportunities within your accounts.
Key Metrics for Success
- Net Revenue Retention (NRR): Primary metric; target 150%+ NRR across assigned book of business.
- Expansion ARR: Net new ARR generated from upsell, cross-sell, and new use-case development within existing accounts.
- Executive Engagement: Depth and frequency of C-suite relationships maintained per account.
- QBR Cadence & Quality: Quarterly business reviews delivered on schedule with documented ROI evidence and forward-looking expansion plans.
Ideal Candidate Profile
- 10+ years of experience in strategic account management or enterprise customer leadership at a B2B SaaS company or leading Agentic provider.
- Proven track record of managing and growing large enterprise accounts with Fortune 500 BFSI clients — banks, insurers, asset managers, or diversified financial services firms.
- Demonstrated success engaging and influencing C-suite executives (COO, CIO, CFO, Chief Transformation Officer) at global financial institutions, with experience navigating complex enterprise buying and governance environments.
- Strong commercial acumen, including experience structuring, negotiating, and closing large enterprise agreements and managing accurate revenue forecasts.
- Deep familiarity with BFSI operating environments and transformation priorities — claims, underwriting, loan operations, compliance, and back-office automation are areas you can speak to credibly.
- Conversant in AI and data concepts; able to credibly engage technical stakeholders on models, data flows, and platform architecture at a working level.
- Process intelligence, agentic AI, RPA, or automation domain experience strongly preferred.
Why Join Skan AI?
- Be part of a category-creating company building the full agentic lifecycle.
- Own some of the most strategic BFSI enterprise relationships in the market, with a direct line to the C-suite at the world's largest financial institutions.
- Join a passionate, global team united by curiosity, integrity, and impact.
- In-office and remote work mix with global exposure.
- Competitive compensation and equity opportunities.
Skan AI is an equal opportunity employer committed to building a diverse, inclusive, and respectful workplace around the world. We do not discriminate based on race, color, religion or belief, sex (including pregnancy, sexual orientation, gender identity, or gender expression), national origin, ancestry, age, disability, medical condition, genetic information, marital or family status, military or veteran status, or any other characteristic protected by applicable laws in the locations where we operate.
We welcome people from all backgrounds and provide reasonable accommodations throughout the hiring process.
Similar Jobs
Edtech
Manage district and school customer portfolios through onboarding, adoption, retention, and renewal. Develop proactive customer strategies, assess and mitigate churn risks, lead strategic conversations, resolve product and support challenges, and promote product value. Analyze feedback and success metrics, contribute insights to leadership and product strategy, collaborate cross-functionally, support revenue growth through advocacy, and mentor other Customer Success Managers.
Artificial Intelligence • Machine Learning • Software • Automation
Own strategic BFSI enterprise accounts as the executive sponsor and quota-carrying commercial owner. Responsibilities include developing account plans, leading QBRs, managing renewals, negotiating contracts, driving upsell and cross-sell expansion, forecasting revenue, mitigating account risk, and maintaining C-suite relationships. The role partners with delivery, value engineering, solutions, product, marketing, services, and alliances teams to demonstrate customer value and expand AI, automation, and process-intelligence use cases.
Top Skills:
Agentic AiArtificial IntelligenceB2B SaasProcess IntelligenceRobotic Process Automation (Rpa)
Fintech • Financial Services
Design, implement, and operate hybrid Azure networking (hub/spoke, Virtual WAN, ExpressRoute, VPN). Lead IaC and automation (Terraform, PowerShell), build CI/CD pipelines, improve observability and reliability, enforce governance and security controls, troubleshoot complex issues, mentor engineers, and participate in on-call rotations.
Top Skills:
AksAzureAzure DevopsAzure Virtual WanBackupsDnsEnterprise SansExpressrouteGithub ActionsGithub EnterpriseHub-And-SpokeHypervisorInfrastructure-As-CodeKubernetesMicrosoft 365PowershellRoutingTerraformVirtual NetworksVpn
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
