Our client is a venture-backed AI marketing compliance platform helping credit unions, banks, asset managers, fintechs, and large enterprises avoid getting sued or sanctioned for misleading marketing. Today, most regulated companies still approve marketing by emailing it to compliance or legal and waiting, sometimes for weeks. This platform reviews every asset against the rules that apply, such as UDAAP, Reg Z, and NCUA guidance, suggests approved language, and keeps a full audit trail for examiners, so teams can launch faster and stay audit-ready.

The company was founded by a former Brex and Mercury product marketing leader and is based in the Southeast, with its office in Raleigh-Durham. Demand is moving fast. The business was up 300% last quarter, has 180+ deals in flight, and receives strong inbound interest every month. According to the founders, there's no direct competition in the credit union space today.

About the Role

This is the company's first Account Executive hire, and you'll own the community financial institution market: credit unions, community banks, and smaller asset managers. Right now the CEO and one other seller run all sales, and this role is how the founders step back from day-to-day selling and build the company's first vertical sales pod. You'll work directly with the CEO and Head of Revenue and have a real voice in shaping the playbook, pricing, packaging, and positioning.

You'll build pipeline through inbound, outbound, partners, credit union networks, and financial institution conferences, of which there are two or three a month. Your buyers are primarily compliance leaders, with innovation teams often acting as the first touch and champion. The sales process runs through discovery,



a demo built on a sandbox of the prospect's own marketing materials, a follow-up demo with senior compliance or legal leadership, and then proposal and contract, with sandbox access or a structured pilot when a prospect needs more confidence. Cycles typically run three to six months.

Deals start around $35K and run past $85K, and with four products to sell into each account, there's a strong opportunity to land and expand after the first contract.

Must-Have Requirements

A track record of selling to credit unions, banks, or other financial institutions

Full-cycle, quota-carrying B2B SaaS sales experience, from pipeline generation through close

Experience at an early-stage startup or in a founder-led sales environment where the playbook was still being written

Robust comfort with technology and a genuine, demonstrated interest in AI, whether through your current role or how you work on your own

The ability to earn trust with skeptical compliance, risk, and legal buyers who read every word

Comfort running many deals at once with multiple stakeholders

A self-sufficient approach, without needing someone else to prep your demos, build your outbound, or attend conferences for you

Enthusiasm for frequent travel to conferences and customers

Based in or willing to relocate to the Raleigh-Durham area

Nice-to-Have Requirements

An existing network among credit union or community bank compliance and innovation leaders

Experience selling compliance, risk, RegTech, marketing technology, or other software that compliance and legal teams must approve

Familiarity with UDAAP, Reg Z, NCUA, FDIC, or FINRA advertising rules

Hands-on experience with AI tools such as Claude Cowork

Experience working financial institution conferences and events

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📌 Founding Account Executive (Raleigh)
🏢 ClosedWon Talent
📍 Raleigh