Goldman Sachs · Primly Community

Goldman Sachs account executive / sales interview process, went through it for an enterprise AE role in Marcus / corporate banking

ae_andre · 4 replies

Did the GS sales loop earlier this year for an enterprise AE role on the commercial banking side. Not securities, not investment banking, the team that sells treasury and cash management products to mid-market and enterprise clients. Posting because the interview structure is genuinely different from standard SaaS sales and took me off guard in round 2.

Phone screen. 20 minutes with a recruiter. Quota attainment, deal size, average cycle length. They want big numbers: are you closing $1M+ ARR, are you working 6-18 month cycles. If you're coming from SMB SaaS this is probably a mismatch.

Hiring manager interview, 60 min. Behavioral-heavy. The STAR format applies but the questions lean toward relationship management over pipeline creation. "Tell me about a deal you saved after it looked lost," "Describe a time you navigated a procurement process with multiple stakeholders," "Walk me through the largest deal you closed, what was the committee structure." Goldman's clients are CFOs and treasurers, so the stories need to match that tier.

Case/presentation round. This was the surprise. They gave me a 48-hour take-home: prepare a 15-minute pitch for a fictional mid-market company that's outgrown its current banking provider. I had to show product fit, competitive positioning, and a plan for the first 90 days post-close. They weren't testing deep product knowledge, they were testing whether I could structure a narrative for a sophisticated buyer. Think consultative sell, not feature dump.

Final panel. Three people: another manager, a senior client director, and someone from the product side. More behavioral, a couple curveball market questions. Nothing that required deep financial modeling but I was expected to talk about macro headwinds intelligently.

Offer came back about 10 days after final. Base was competitive for financial services but not FAANG SaaS money. The upside is in the bonus, which is significant if you're hitting plan.

4 replies

content_cole

The take-home pitch is interesting. Did they care about visual polish or was it really just the narrative structure and business logic?

ae_andre

Mostly narrative and logic. I used a clean Google Slides deck, nothing fancy. The debrief afterward was where they dug in: they'd ask "why did you lead with that product feature" or "what would you do if the CFO pushes back on pricing on slide 8." The deck is just a prop for a conversation.

finance_faye

Good write-up. The commercial banking AE role there is underrated from a learning perspective. Selling treasury products to CFOs is legitimately complex and the market knowledge you build transfers well. Not for everyone but it's a real job.

recruiter_rita

The 48-hour case is common in financial services sales roles. Goldman uses it as a screen for communication quality as much as anything else. If the written brief is messy, they won't proceed regardless of how strong the verbal interview goes.