B2B Sales Executive in Fintech
Description
Are you a results-driven sales professional looking for an exciting opportunity in fintech? We are seeking an energetic, strategic, and motivated Sales Executive to join our high-performing team. In this role, you’ll play a key part in driving growth by identifying new opportunities, demonstrating the value of our platform, and building lasting relationships with potential clients.
Company Culture and Environment
We are a leading fintech company providing integrated credit score and personal finance solutions to over 1,400 banks and credit unions nationwide. Our platform seamlessly integrates with more than 40 digital banking systems, helping financial institutions enhance their customer experience and engagement. With a strong presence in the San Francisco East Bay area, we offer a hybrid work environment that allows for a blend of office and remote work. We also welcome fully remote candidates who can travel periodically for in-person meetings.
Career Growth and Development Opportunities
We provide opportunities for professional development and advancement, encouraging our team members to grow within the company.
Detailed Benefits and Perks
• Comprehensive benefits with 100% premium coverage for employee medical, dental, and vision.
• Generous vacation and personal time.
• Hybrid/remote flexibility to work from home or our office in Dublin, CA.
Compensation and Benefits
• Base Salary: (95,000 - )110,000 (based on experience) + quarterly commission.
Why you should apply for this position today
If you’re passionate about fintech, thrive in a fast-paced sales environment, and are ready to make an impact—let’s connect!
Skills
• 5+ years of B2B sales experience, preferably in fintech, SaaS, or financial services.
• Proven track record of consistently meeting and exceeding sales quotas.
• Exceptional communication, presentation, and negotiation skills.
• Proficiency in Salesforce or similar CRM tools.
• Ability to work independently and collaboratively in a fast-paced environment.
Responsibilities
• Proactively identify and pursue new sales opportunities aligned with company objectives.
• Collaborate with strategic partners to target high-value prospects and execute engagement strategies.
• Conduct market research to stay ahead of industry trends and understand prospect needs.
• Deliver engaging, customized product demonstrations that highlight our platform’s value.
• Understand the specific challenges and needs of prospects, positioning our solutions as the ideal fit.
• Develop strong relationships with key stakeholders, decision-makers, and prospects.
• Implement follow-up strategies to nurture leads and advance them through the sales funnel.
• Maintain accurate records in Salesforce, tracking all interactions and opportunities.
• Consistently meet or exceed sales targets.
• Leverage Salesforce data to analyze performance, optimize sales strategies, and identify areas for improvement.
• Provide regular reports on pipeline health and key performance indicators.
Qualifications
• Passion for fintech and improving the financial experience for consumers.
• Resourceful, adaptable, and eager to learn and grow.
• Committed to contributing to a positive, innovative, and collaborative team culture.
Education Requirements
• Bachelor’s degree in a relevant field is preferred, but not explicitly mentioned.
Education Requirements Credential Category
• N/A
Experience Requirements
• 5+ years of B2B sales experience in fintech, SaaS, or financial services.
Why work in Pleasanton, CA
Pleasanton offers a vibrant community with a blend of suburban comfort and urban amenities. The area is known for its excellent schools, numerous parks, and family-friendly activities. Pleasanton also boasts a variety of dining and shopping options, making it an attractive location for both work and leisure.
Apply tot his job
Apply To this Job
Are you a results-driven sales professional looking for an exciting opportunity in fintech? We are seeking an energetic, strategic, and motivated Sales Executive to join our high-performing team. In this role, you’ll play a key part in driving growth by identifying new opportunities, demonstrating the value of our platform, and building lasting relationships with potential clients.
Company Culture and Environment
We are a leading fintech company providing integrated credit score and personal finance solutions to over 1,400 banks and credit unions nationwide. Our platform seamlessly integrates with more than 40 digital banking systems, helping financial institutions enhance their customer experience and engagement. With a strong presence in the San Francisco East Bay area, we offer a hybrid work environment that allows for a blend of office and remote work. We also welcome fully remote candidates who can travel periodically for in-person meetings.
Career Growth and Development Opportunities
We provide opportunities for professional development and advancement, encouraging our team members to grow within the company.
Detailed Benefits and Perks
• Comprehensive benefits with 100% premium coverage for employee medical, dental, and vision.
• Generous vacation and personal time.
• Hybrid/remote flexibility to work from home or our office in Dublin, CA.
Compensation and Benefits
• Base Salary: (95,000 - )110,000 (based on experience) + quarterly commission.
Why you should apply for this position today
If you’re passionate about fintech, thrive in a fast-paced sales environment, and are ready to make an impact—let’s connect!
Skills
• 5+ years of B2B sales experience, preferably in fintech, SaaS, or financial services.
• Proven track record of consistently meeting and exceeding sales quotas.
• Exceptional communication, presentation, and negotiation skills.
• Proficiency in Salesforce or similar CRM tools.
• Ability to work independently and collaboratively in a fast-paced environment.
Responsibilities
• Proactively identify and pursue new sales opportunities aligned with company objectives.
• Collaborate with strategic partners to target high-value prospects and execute engagement strategies.
• Conduct market research to stay ahead of industry trends and understand prospect needs.
• Deliver engaging, customized product demonstrations that highlight our platform’s value.
• Understand the specific challenges and needs of prospects, positioning our solutions as the ideal fit.
• Develop strong relationships with key stakeholders, decision-makers, and prospects.
• Implement follow-up strategies to nurture leads and advance them through the sales funnel.
• Maintain accurate records in Salesforce, tracking all interactions and opportunities.
• Consistently meet or exceed sales targets.
• Leverage Salesforce data to analyze performance, optimize sales strategies, and identify areas for improvement.
• Provide regular reports on pipeline health and key performance indicators.
Qualifications
• Passion for fintech and improving the financial experience for consumers.
• Resourceful, adaptable, and eager to learn and grow.
• Committed to contributing to a positive, innovative, and collaborative team culture.
Education Requirements
• Bachelor’s degree in a relevant field is preferred, but not explicitly mentioned.
Education Requirements Credential Category
• N/A
Experience Requirements
• 5+ years of B2B sales experience in fintech, SaaS, or financial services.
Why work in Pleasanton, CA
Pleasanton offers a vibrant community with a blend of suburban comfort and urban amenities. The area is known for its excellent schools, numerous parks, and family-friendly activities. Pleasanton also boasts a variety of dining and shopping options, making it an attractive location for both work and leisure.
Apply tot his job
Apply To this Job