SavvyMoney

Sales Executive

SavvyMoney

full-time

Posted on:

Location Type: Hybrid

Location: Dublin • California • United States

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Salary

💰 $95,000 - $110,000 per year

About the role

  • 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.

Requirements

  • 5+ years experience in B2B sales, preferably in fintech, SaaS, or financial services.
  • Strong track record of meeting and exceeding sales quotas.
  • Experience in selling account opening solutions and related digital banking products.
  • Working knowledge of core banking systems and how they integrate with front-end digital experiences.
  • Exceptional communication, presentation, and negotiation skills.
  • Proficiency with Salesforce or similar CRM tools.
  • Demonstrated ability to work independently and collaboratively in a fast-paced environment.
Benefits
  • Quarterly Bonus potential
  • Equity compensation package
  • Flexible Time Off Policy (Take time as you need it)
  • 401(k) with Employer contribution
  • Medical, Dental, Vision – 100% premium paid for employee
  • Opportunity for career growth and challenge
  • Beautiful California East Bay offices in Dublin, CA
Applicant Tracking System Keywords

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

Hard Skills & Tools
B2B salessales quotasaccount opening solutionsdigital banking productscore banking systemsCRM tools
Soft Skills
communication skillspresentation skillsnegotiation skillsrelationship buildingindependent workcollaborationadaptability