Remote
Financial
himalayas
About this role
UpSlideis the document production layer for financial services. We orchestrate LLMs, machine learning, and workflow agents within Microsoft 365 to deliver reliable, quality outputs in the most efficient and cost-effective way.
As a Microsoft Solutions Partner, with 14+ years supporting financial services teams, we bring together expertise from the tech, finance and design fields to help clients like KPMG, BNP Paribas, Rothschild & Co. boost productivity while improving brand consistency across their corporate documents.
We are a certified B Corporation, upholding the belief that businesses should have a positive impact on society.Our values ✨Our values guide our approach to work and are at the heart of our recruitment process. To join our team, we look for individuals who value: Excellence:We think that every detail counts, and we place great importance on the quality of our deliverables.
Trust:We are passionate, committed, and free to act with autonomy. Happiness at work:We enjoy looking on the bright side and we share our enthusiasm with our colleagues and clients. The team 🧑🤝🧑You will be joining our global Enterprise team, working remotely on the development of our APAC region.
You’ll be reporting to Alexandra (CCO) and working closely with other AEs to generate pipe and strategize on key deals.Team goals 🎯We’re aiming to triple our ARR over the next three years and you will be a big part of that!We’ve challenged ourselves to work on the most complex, exciting, and high-value deals.
We create strategies, we build account maps, and we multi-thread our way up the ladder to the key decision-makers.You will be providing value to our clients in the most complete and all-encompassing way. We work closely with our prospects to understand their needs, conceptualize possible future workflows for them, and plan so that UpSlide’s impact on their business is maximized.Your
responsibilities 🖋️As an Enterprise Account Executive, you’ll work directly with prospective
Selling Motion
Sales Cycle
Enterprise
6–18 month cycles, complex multi-stakeholder deals
Prospecting
Channel / Partner
Sell through partners, resellers, or alliances
Buyer Persona
C-Suite
Selling to executive decision-makers
Requirements at a Glance
Typical Day — Account Executive
Estimates based on role type and selling motion — actual may vary by company.
Role Signals
Green Flags
Location flexibility
Financial Services — Interview Intel
Typical Sales Cycle
3–6 months (Retail) · 6–18 months (Institutional)
Common Buyer Objections
- "Regulatory concerns — need compliance approval"
- "We already have a vendor for this"
- "Need to see 3-year track record"
- "Committee-based decision — multiple approvers"
Key Industry Metrics
Hot Topics to Reference
- • AI in fraud detection and compliance
- • Open banking APIs
- • ESG investing mandate shifts
- • Embedded finance partnerships
Use these insights to speak the buyer's language in interviews.
Tags
Walk me through your discovery process.
Template questionHow do you handle a prospect who goes silent mid-deal?
Template questionTell me about your largest closed deal and the sales cycle.
Template questionHow do you build business cases for stakeholders?
Template questionDescribe a deal you lost and what you learned.
Template questionAs an Account Executive with UpSlide, you'll own the entire revenue pipeline and be measured on quota attainment.
Trust-building is paramount — prospects need confidence in your expertise.
This remote-friendly role based in AU provides geographic flexibility while maintaining access to a financial services market.
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