Account Executive

• Prospect, network, and build referral partnerships
• Run engaging presentations in-person and virtually
• Close deals in a fast-paced, short-cycle sales process
• Upsell and expand relationships with existing clients
• Responsible for prospecting new clients and achieving minimum production requirements including setting first time appointments to secure quota
• Maintain existing/prospective client records in CRM system (Atlas) including call notes, scheduled client interactions, contact information
• Continuously build and develop knowledge of current product/service portfolio and fintech industry developments
• Attend weekly team meetings and weekly one-on-one with your leader
• Be in the field a minimum of 75% of the time and regularly visit client sites

Field Sales Representative

Enterprise Account Director, Services – East/Midwest

Enterprise Account Director, Services – West/Midwest

Account Executive, CRE

Account Executive

Account Executive, Strategic Clients