FORD BAKER
New York City
Summary
Dynamic Mid-Market Account Executive at Taktile with a proven track record in consultative selling and AI solution discovery. Successfully generated $2M in pipeline and closed $300K in ARR within the first year. Expert in stakeholder management and go-to-market strategy, driving impactful results in the financial services sector.
Overview
6
6
years of professional experience
Work History
Mid-Market Account Executive (Banks, Fintechs, Credit Unions)
Taktile
New York City
10.2025 - Current
- Led a POD to generate $2M in pipeline against a $1.5M target and closed $300K in ARR across three six-figure enterprise SaaS contracts within my first year (finished ramping in April 2025) while building out a new segment.
- Designed and launched executive AI Workshop program for banks and credit unions, enabling leadership teams to identify and prioritize AI use cases across underwriting, fraud, AML, onboarding, and risk operations; program sourced 2 of 3 closed-won customers prior to formal buying process.
- Led Taktile's expansion into U.S. banking and credit union market by developing GTM strategy, establishing account priorities, crafting messaging, positioning competitively, and creating playbooks while collaborating with Product, Engineering, and Marketing.
- Led technical discovery, architecture discussions, and product demonstrations with business and engineering stakeholders, covering APIs, data integrations, workflow architecture, AI agent customization, back-testing, etc.
- Lead a cross-functional POD of 2 BDRs, 1 Solutions Engineer, and 1 Customer Success Manager while onboarding and mentoring new team members through self-developed enablement programs.
- Leveraged Claude and workflow automation tools for account research, prospecting, outreach personalization, meeting preparation, and follow-up execution, enhancing overall effectiveness in sales process.
- Managing POD to generate 4-5 qualified discovery meetings per week, and manage inbound leads. Personally building a high-quality pipeline by attending 1-2 conferences per month (5+ leads generated from each).
- Own the full customer lifecycle from prospecting through signature and implementation handoff, managing complex multi-stakeholder sales cycles. Utilize MEDDPICC and PACT methodologies to structure the process.
Consultant (Financial Services sector)
Ernst & Young – Parthenon
New York City
10.2020 - 10.2025
- Led 25+ pursuits across Banking, Insurance, and Asset Management clients, contributing to multiple $1M+ engagements and generating $20M+ in follow-on revenue through relationship expansion, cross-selling, and executive stakeholder management.
- Managed relationships with 50+ senior client stakeholders across large financial institutions, advising leaders in Operations, Technology, Risk, Fraud, Compliance, and Digital Transformation functions.
- Developed and delivered 200+ executive presentations, driving informed decision-making through growth strategies, market analyses, client proposals, due diligence findings, regulatory updates, and program status reviews.
- Presented market opportunity assessments and growth strategies to executive leadership teams, including Ford Motor Company, supporting investment and product-launch decisions for new embedded insurance offerings.
- Conducted market, customer, and financial analyses to inform strategic decisions, including TAM modeling, customer segmentation, M&A target identification, and new product launch evaluations resulting in $100M+ revenue opportunity assessments.
- Led 100+ cross-functional working sessions with client leadership, facilitating decision-making, resolving execution risks, and aligning stakeholders across complex business and technology initiatives.
- Managed and mentored 10+ junior team members, coordinating cross-functional delivery across client, vendor, legal, compliance, product, and technology stakeholders to ensure project success.
- Led large-scale transformation initiatives for global financial institutions, guiding bank stand-ups, M&A integrations, and business separations across Risk, Compliance, Fraud, AML, Internal Audit, Operations, and Technology functions.
- Strategy and Execution
Education
M.S. - Commerce
University of Virginia, McIntire School of Commerce
Charlottesville, VA05-2020
B.A. - Foreign Affairs, Entrepreneurship
University of Virginia, College of Arts & Sciences
Charlottesville, VA05-2019
Skills
- AI solution discovery
- Consultative selling
- Business development
- Executive communication
- Go-to-market strategy
- Market analysis
- Stakeholder management
- MEDDPICC, PACT methodologies
Additional Information
AI solution discovery, consultative selling, business development, executive communication, technical discovery, go-to-market strategy, market analysis, stakeholder management, MEDDPICC, PACT, Banking, Fintech, Credit Unions, Wealth & Asset Management, Insurance, Private Equity, Risk & Compliance, AML/KYC, Bank of America, Morgan Stanley, Citi, PNC, Warburg Pincus, Sixth Street, TIAA, and other leading financial institutions, Claude, workflow automation tools, APIs, enterprise integrations, AI agents, experimentation frameworks, decision automation platforms, Member of the University of Virginia NYC Entrepreneurship Network and an NYC-based sports club, Lived in Vietnam for 18 years and traveled extensively across developed and emerging markets
Timeline
Mid-Market Account Executive (Banks, Fintechs, Credit Unions)
Taktile
10.2025 - Current
Consultant (Financial Services sector)
Ernst & Young – Parthenon
10.2020 - 10.2025
M.S. - Commerce
University of Virginia, McIntire School of Commerce
B.A. - Foreign Affairs, Entrepreneurship
University of Virginia, College of Arts & Sciences