SavvyMoney

Sales

• Assist Sales Executives by preparing sales materials and data for meetings and presentations (Proficiency in PowerPoint required).
• Generate leads (15% of time) through proactive prospecting via LinkedIn, cold calling, and working with reseller partners.
• Collaborate with Sales Executives to coordinate efforts on key accounts and share best practices.
• Follow up on inbound leads to ensure they are qualified before progressing them through the pipeline.
• Serve as a key point of contact for prospect follow-ups and coordination.
• Own and manage a personal sales pipeline, from prospecting to close, ensuring alignment with individual and team quotas.
• Conduct engaging and personalized product demos to prospective clients, effectively identifying needs and positioning SavvyMoney’s solutions.
• Develop and execute follow-up strategies to nurture leads and move them through the sales funnel.
• Attend partner and industry trade shows to support the sales team and drive new business opportunities.
• Consistently meet or exceed individual sales quotas, contributing to overall team targets.
• Maintain accurate records in Salesforce, tracking all interactions, leads, and opportunities.
• Use Salesforce data to analyze personal sales performance, identify areas for improvement, and optimize sales strategies.
• Regularly report on pipeline health and progress toward individual and team goals.
• Conduct industry research to understand market trends, prospect needs, and competitive positioning.
• Identify and recommend high-value prospects to Sales Executives and the Sales Director.

Sales Specialist

Account Executive

• Proactively identify and pursue new sales opportunities aligned with company objectives.
• Partner with SavvyMoney’s Strategic Partner team to target top prospects and execute effective engagement strategies.
• Conduct market research to stay ahead of industry trends and prospect needs.
• Deliver compelling, personalized demonstrations of SavvyMoney’s platform.
• Engage prospects to understand their specific pain points and needs.
• Position SavvyMoney's solutions as the best fit to address their challenges and achieve their goals.
• Build and maintain strong relationships with prospects, decision-makers, and key stakeholders.
• Develop and implement follow-up strategies to nurture leads and move them through the sales funnel.
• Maintain accurate and up-to-date records in Salesforce, tracking all interactions and opportunities.
• Consistently meet or exceed personal and team sales goals.
• Leverage Salesforce data to analyze performance, identify areas for improvement, and optimize sales strategies.
• Regularly report pipeline health and KPIs to sales leadership.

Sales Executive

Account Manager

• Own and grow relationships with a portfolio of financial institution partners, serving as their primary contact and trusted advisor.
• Deeply understand each partner’s goals to drive adoption, satisfaction, and measurable program success.
• Identify and pursue expansion opportunities within existing partnerships, introducing new features and initiatives that strengthen engagement and deliver added value.
• Collaborate cross-functionally with delivery, product, technology, and marketing teams to ensure partners receive timely updates, resources, and enhancements that support their growth.
• Develop and execute partner communication strategies that highlight SavvyMoney’s value, showcase ROI, and promote new capabilities aligned with each partner’s objectives.
• Work with creative and marketing teams to design and launch co-branded campaigns and collateral that drive awareness, adoption, and measurable results.
• Represent SavvyMoney at industry events and partner engagements, fostering relationships, uncovering growth opportunities, and amplifying brand visibility.
• Leverage analytics and partner performance data to guide strategic decisions, inform success plans, and ensure ongoing partner and portfolio growth.
• Champion process improvements that streamline operations and enhance the overall partner experience.

Partner Manager

Product Designer

• Create and update existing Figma files to reflect our latest product features.
• Work with designers and engineers to systematize design elements.
• Execute all UI/UX designs from concept to final hand-off to engineering, taking new features from ideation to prototyping, user testing, and production using a mobile-first approach.
• Iterate on designs based on stakeholders' feedback.

Senior UI/UX Designer III

Solutions Engineer

• Maintain a deep technical understanding of the SavvyMoney solutions & it’s integrations
• Develop and execute strategies for quickly developing add on sales
• Articulate the value proposition of the product and service to move the opportunity through the sales funnel
• Negotiate/close deals and handle objections
• Meet with current partners virtually and in-person to drive sales efforts
• Build, maintain, and report on a pipeline of sales opportunities
• Support the Partnerships Team with ongoing management with strategic business partners and their sales initiatives
• Work closely interdepartmentally on partner due diligence and compliance reviews
• Represent SavvyMoney at industry conferences and events

Sales Specialist

Sales Executive

Partner Manager

Senior UI/UX Designer III

Senior Solutions Consultant