Own the full sales cycle for individual programs, from prospecting through closing.
Develop and convert opportunities from existing databases and cold outbound campaigns targeting finance professionals.
Coordinate with enterprise sales, marketing, and demand generation to refine messaging and sales playbook.
Wall Street Prep is a leading provider of financial training solutions to top investment banks, private equity firms, corporations, and universities. Founded in 2004, the company is fast-growing and profitable, with a culture focused on teamwork, integrity, and accountability.
Drive net-new revenue and achieve production targets within an assigned territory.
Pursue sales opportunities strategically through existing channels and markets.
Deliver compelling presentations and product demonstrations to showcase deep understanding of client needs.
Wealth.com is the industry's leading estate planning platform, empowering over 1,000 wealth management firms to modernize estate planning with a tech-led, end-to-end solution. The company has a collaborative and supportive culture, and is certified as a Great Place to Work for 2025.
Build and manage a healthy pipeline of qualified opportunities through outbound efforts and inbound follow-ups.
Deliver high-impact product demos and run the full sales cycle from prospecting to closing.
Develop long-term client relationships and record sales activity in the CRM.
Fyorin accelerates growth for digital businesses by simplifying business banking with a financial operations and treasury management platform. It is an award-winning, fast-growing startup built by a small, ambitious team in a remote-first environment.
Drive territory growth by building strong client relationships and increasing assets under management.
Develop and execute strategic sales plans to attract new business and retain existing accounts.
Provide consultative investment guidance and serve as a trusted industry resource.
This global financial services organization helps advisors and institutions identify investment solutions aligned with their goals. The company fosters a collaborative culture with a focus on client outcomes and professional development.
Drive new business sales by owning the full sales cycle for financial services clients.
Prospect and build pipeline through cold calling and strategic outreach.
Deliver product demos and close deals to exceed annual revenue targets.
AlphaSense provides AI-powered market intelligence and search for insights from research, filings, and news. With 2,000+ employees, it serves over 6,000 enterprise clients, including many S&P 500 companies.
Achieves annual revenue objectives through consultative sales and client retention.
Builds a pipeline of qualified prospects through banks, agencies, and cold calling.
Services client programs, analyzes sales options, and stays current with market trends.
Coface helps companies navigate uncertainty with trade credit insurance and related solutions. With 5,200 experts across 58 countries, they foster a culture of learning, collaboration, and inclusion where your ideas matter.
Selling API trading solutions to clients in the Fixed Income markets.
Acting as a subject matter expert for TransFICC's products and services.
Developing and delivering proposals that consider customer priorities and critical needs.
TransFICC is a London-based eTrading technology company providing Fixed Income and Derivatives Markets solutions. They are growing and seeking a Senior Sales Executive to manage leads and acquire new clients.
Develop and execute a strategic sales plan to achieve targets and expand Tapcheck's customer base.
Conduct product demonstrations and presentations to showcase the benefits of Tapcheck's solution.
Negotiate and close sales agreements, ensuring a win-win outcome for Tapcheck and the client.
Tapcheck is a digital platform offering an easy and convenient way to access on-demand earnings early. The Tapcheck team is passionate about improving financial wellness and boosting business productivity, with a culture rooted in humility, grit, raising the bar, and striving for growth.
Lead complex enterprise sales cycles in the financial services sector.
Build a sustainable pipeline through strategic prospecting and territory mapping.
Deliver value-based presentations to C-level executives, establishing trusted advisor status.
Appian provides AI-powered process automation for mission-critical work in large enterprises and governments. As a publicly traded company with over 25 years of experience, Appian fosters a culture of intensity and excellence with a collaborative team.
Master complex negotiations and expansion strategies for high-value strategic accounts, developing long-term multi-product roadmaps.
Conduct executive-level discovery and design polished presentations to senior decision-makers, focusing on strategic ROI and business transformation.
Analyze pipeline trends and partner with internal teams to identify and close high-value upsell and cross-sell opportunities.
FinQuery is at the forefront of accounting automation, specializing in contract-driven accounting with an AI-enabled platform that manages complex financial contracts. Serving over 8,500 customers globally, they have been recognized as one of the fastest-growing private companies for five consecutive years.
Engage warm leads through high-volume outbound dials and consultative one-call or two-call closes.
Own your pipeline of 20-200+ active leads, efficiently managing follow-ups to maximize conversions.
Balance empathy and direction to guide clients through sensitive financial decisions while crushing sales metrics.
Achieve is a leading digital personal finance company that helps everyday people move from struggling to thriving with personalized financial solutions. We have over 2,500 employees across the US and foster a culture of impact, belonging, and well-being.
Manage the full sales cycle from prospecting to closing for mid-market businesses.
Build and manage a high-quality pipeline through cold outreach, social selling, and creative prospecting strategies.
Develop multi-product solutions tailored to merchant needs and collaborate cross-functionally with product, marketing, and operations teams.
Block builds technology to increase access to the global economy, with brands like Square, Cash App, and Afterpay. As a large company, they empower sellers of all sizes with integrated omni-channel solutions and financial services.
Review, qualify, and follow up on daily inbound leads to build a robust pipeline.
Collaborate with Marketing and Business Development to drive outbound motion to key strategic accounts.
Close deals with prospects and manage pipeline to exceed quota and drive company growth.
Affinity is the AI-first CRM for private capital, helping firms turn relationship intelligence into action. The company is trusted by over 3,300 private capital firms and emphasizes a culture of ownership, growth, and collaboration.
Own the full sales cycle for mid-market and enterprise K-12 school districts.
Run discovery-led sales processes and deliver compelling product demonstrations.
Collaborate with teams and drive expansion across departments.
Incident IQ is the leading workflow management platform built exclusively for K-12 districts, trusted by over 2,000 districts. The company fosters an energetic, collaborative environment with a strong focus on work-life balance.
Build genuine relationships with SMB owners as their trusted payments adviser.
Manage your own pipeline and close deals with uncapped commission and residual income.
Enjoy flexible remote work while receiving sales training and mentorship.
Xplor provides cloud-based, intuitive technology solutions for small and medium-sized businesses, including secure payment processing through Xplor Pay. With over 130,000 businesses in 72+ countries relying on Xplor, the culture values curiosity, empathy, and meaningful work.
Conduct 120-200 calls per day to prior customers seeking additional capital.
Assist past clients with new financing applications via phone, email, and text.
Identify client needs and align them with appropriate product offerings.
Five Star Solutions is a fast-paced, high-growth INC 5000 company that provides financial products to business owners. It values diversity and is committed to a professional, diverse workforce.
Close deals and contribute net-new revenue growth by selling and cross-selling Flex's suite of financial products.
Build robust relationships and advise mid-market business owners through strategic inbound and outbound sales.
Own the full sales cycle from prospecting to close, and provide product feedback to shape the roadmap.
Flex is building the AI-native private bank for business owners, rearchitecting financial systems for entrepreneurs. The company has raised over $400M, scaled to nine-figure revenue, and operates with a high-bar, low-ego culture focused on speed and ownership.
Proactively reach out to potential clients through cold calling, social platforms, emails, and networking events.
Present and articulate the value proposition of BPO services with enthusiasm and professionalism.
Meet and exceed sales targets, contributing to overall revenue growth of the company.
Ann Grogan & Associates has been a leader in executive recruiting since 1981. The office is highly professional and productive, fostering a collaborative culture.
Experian is a global data and technology company that powers opportunities for people and businesses around the world. They have a team of 25,200 people in 32 countries and foster a people-first, inclusive, and purpose-driven culture.