Bankjoy

Sales

• Build and own Bankjoy’s end-to-end sales process, including pipeline management, qualification standards, forecasting, and closing discipline.
• Create a repeatable, metrics-driven sales playbook that aligns with Bankjoy’s marketing funnel and product roadmap.
• Partner with the CEO on strategic enterprise opportunities and fintech ecosystem partnerships.
• Collaborate with the COO and Finance to set annual ARR targets, quotas, and compensation structures based on unit economics and ROI.
• Lead and mentor a small team with a focus on skill development, accountability, and performance.
• Personally drive high-value deals to closure, particularly with larger financial institutions and strategic prospects.
• Build a high-quality pipeline in partnership with Marketing and Partnerships, ensuring strong conversion from MQL to SQL to closed-won.
• Maintain CRM discipline and forecasting accuracy; hold team accountable to measurable KPIs.
• Work closely with Product and Implementation to ensure alignment between sales commitments and delivery readiness.
• Partner with Marketing to optimize messaging, campaigns, and events for lead quality and conversion.
• Collaborate with Client Success to identify expansion opportunities and feedback loops to reduce churn.
• Deliver accurate weekly, monthly, and quarterly forecasts to executive leadership.
• Track and report on KPIs including quota attainment, pipeline coverage, win rate, and sales cycle time.
• Drive continuous improvement in sales efficiency and conversion rates.

Head of Sales

Customer Success Manager

• Bankjoy is a FinTech startup backed by Y Combinator and Bessemer Venture Partners; we are changing how community banks and credit unions do business by empowering digital transformation.
• Role: Director of Client Success to lead and scale the client success function; report to the COO; focus on aligning Bankjoy’s technology to power client growth and building long-term client relationships.
• The ideal candidate will have a track record of leading high-performing teams, designing scalable client success programs, and working cross-functionally to deliver exceptional client experiences.
• You’ll lead client growth and strategic relationship management; product adoption and success frameworks; team leadership and escalation management; cross-functional collaboration; measurement and insights.
• Other responsibilities include onboarding journeys, success plans, product usage metrics, QBRs, education campaigns; onboarding experience; feedback loops to Product/Engineering; collaboration with Marketing for client advocacy.