Circit

Sales Executive – Mid-Market, Financial Services

Circit

full-time

Posted on:

Location Type: Remote

Location: New York • United States

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About the role

  • Driving the overall growth and development of Circit’s mid-market bank and asset management partnership network within the North American market
  • Creating new deals and driving the conversion of the partnerships funnel from origination to close
  • Performing demos of the Circit technology platform to key decision makers at banks, asset managers and fund service providers
  • Working closely with the North American auditor sales team to ensure efforts are aligned strategically and efforts are prioritised correctly
  • Helping to develop structured segmentation models that categorise firms by type, geographic footprint, scale, and strategic relevance to Circit.
  • Identifying opportunities to improve, streamline, or automate lead processing flows.
  • Being a key part of the feedback loop from each partnership engagement back into the product and strategy teams to ensure our product is always aligned with our partner’s needs and the future direction of the market
  • Representing the company at industry events and conferences to build brand presence and establish key relationships
  • Assisting and coordinating each new partner to onboard into the Circit ecosystem in relation to infosec engagement, documentation, training and platform configuration
  • Working closely with the marketing and design teams to ensure the product marketing and engagement documents are fit for purpose for partnership outreach and engagement.

Requirements

  • 3+ years’ industry experience in Asset Management, Fund Administration, Custodianship, PE, Asset Servicing, or related financial services ecosystem.
  • Strong understanding of distinctions between AM, Fund Admin, Custodian, Transfer Agent, Trust Banks, etc.
  • 2+ years’ sales experience in financial services
  • Excellent communicator who can engage confidently with various stakeholders across financial institutions.
  • Highly analytical with strong organisational skills and the ability to manage multiple workstreams simultaneously.
  • Entrepreneurial mindset — comfortable building new processes, testing new ideas, and owning outcomes end-to-end.
  • Curious, detail-oriented, and motivated to become one of the Circit’s top performers
  • Passion for technology innovation, automation, APIs, fintech, or AI-driven transformation in financial services is strongly preferred.
  • Ability to perform technology platform demos to a very high standard
Benefits
  • Competitive salary plus commission paid against sales contracts, with the possibility of equity;
  • A small team with a friendly environment that promotes autonomy for you to self-manage your time;
  • Remote working and flexible working hours;
  • Great opportunity for career progression with hands on experience;
  • Freedom of expression is encouraged.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales experiencelead processing automationtechnology platform demossegmentation modelsfinancial servicesasset managementfund administrationcustodianshipAPIsAI-driven transformation
Soft Skills
excellent communicatoranalytical skillsorganizational skillsentrepreneurial mindsetdetail-orientedmotivatedstakeholder engagementprocess buildingtesting new ideasmanaging multiple workstreams