Identify, qualify, and close new revenue opportunities with financial institutions across assigned territory/accounts
Develop executive-level relationships with CROs, CIOs, CMOs, Heads of Risk, Collections, Compliance, and Procurement teams
Build and execute comprehensive account plans including relationship mapping, multi-threaded engagement strategies, and whitespace analysis
Expand relationships across lines of business, technology, and procurement functions to drive cross-sell and upsell opportunities
Serve as a trusted advisor to clients by understanding their challenges and aligning solutions to business objectives
Articulate and quantify the value of data-driven solutions for customer acquisition, retention, fraud detection, compliance, portfolio risk management, and collections
Conduct executive-level presentations and lead solution design discussions with pre-sales and product experts
Lead champion / challenger data evaluations and collaborate with product managers and data science teams to design and deliver client-specific demonstrations and POCs
Manage and navigate complex procurement processes including vendor due diligence, RFP responses, security reviews, and compliance approvals
Accurately forecast pipeline and deliver against quarterly and annual revenue targets
Maintain active engagement with C-suite and functional leaders to keep opportunities advancing through extended sales cycles
Requirements
7+ years of enterprise sales experience, with at least 5 years selling information solutions into financial institutions
Strong ability to develop and execute comprehensive account plans, including relationship mapping, competitive displacement strategies, and executive engagement roadmaps
Established, deep network of contacts across regional and national banks, credit unions, fintech, and / or specialty finance companies
A consistent track record of overachievement and quota ($1M+ annual growth targets preferred)
Executive-level relationship building and consultative selling skills
Ability to influence across risk, compliance, technology, and business functions
Strong negotiation, closing, and pipeline management abilities
Bachelor’s degree required; advanced degree (MBA, MS, etc.) a plus
Applicants must have permanent work authorization in the U.S.; we are not sponsoring visas for this role
Willing to travel 50% plus for onsite meetings and solution presentations
Benefits
401K and generous company match
Flexible PTO policy
Medical coverage
Dental coverage
Vision coverage
Commuter benefits
In-office healthy snacks
Team events
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
enterprise salesaccount planningpipeline managementconsultative sellingnegotiationclosingdata-driven solutionsRFP responsesvendor due diligencecompliance approvals