Manage and grow relationships with an assigned portfolio of clients, serving as a trusted day-to-day partner.
Drive platform adoption, client engagement, and strategic account plans to ensure clients maximize value.
Analyze client health and collaborate with internal teams to support retention, growth, and issue resolution.
iCapital is a financial technology company powering the world's alternative investment marketplace. The company fosters a culture of innovation, collaboration, and client success, offering comprehensive benefits and an equal opportunity environment.
Generate new business via outbound prospecting and manage full-cycle sales for community banks and credit unions.
Achieve quota targets, maintain accurate forecasts, and document all activity in CRM.
Collaborate with leadership to refine go-to-market strategy and represent FMSI at industry events.
FMSI provides RelationshipOS, a software platform that enables community banks and credit unions to manage and elevate the branch and member experience. The company operates with a lean, collaborative team in which each member contributes directly to its growth and strategic direction.
Drive revenue growth by acquiring new commercial customers and managing an assigned US territory.
Build and execute territory and channel partner strategies to generate pipeline and accelerate customer acquisition.
Manage the full sales cycle through consultative selling, pipeline forecasting, and closing while consistently exceeding quotas.
A global SaaS business specializing in digital document productivity solutions, helping organizations modernize workflows and improve information security. The company operates in a remote-first environment with a focus on employee well-being, flexibility, and career development.
Own and grow a portfolio of 15-20 mid-market banks and credit unions as a true hunter across the full sales cycle.
Develop executive relationships and strategic account plans to close new Marketing Solutions opportunities.
Partner with internal teams and maintain a healthy pipeline to consistently exceed annual bookings targets.
Vericast is a financial institution performance partner that helps banks and credit unions drive growth through data, technology, and integrated solutions. With thousands of FI clients and 150 years of financial services expertise, the company fosters a culture of collaboration, innovation, and workplace flexibility.
Manage the full growth sales cycle with existing customers, including pipeline management, discovery, demos, pricing, trials, and closing expansion opportunities.
Conduct online demos and consultations to highlight add-on features, product upgrades, and advanced use cases for Wealthbox.
Build strong stakeholder relationships, uncover business needs, and expand Wealthbox adoption while collaborating with Customer Success and Marketing.
Wealthbox is a CRM software platform for financial advisors, rated #1 by users and in market share. Tens of thousands of advisors and their teams use it, and the company is a fast-growing team building AI-powered software.
Lead the complete enterprise healthcare sales lifecycle, from territory planning and prospecting to negotiation and close.
Develop executive-level relationships with CFOs, CIOs, CROs, and other healthcare operational leaders.
Position complex healthcare SaaS, analytics, and AI-enabled solutions to drive net-new business and strategic account expansion.
Experian is a global data and technology company powering opportunities for people and businesses across financial services, healthcare, automotive, and more. We have an amazing team of 25,200 people in 32 countries, with an inclusive, purpose-driven culture that celebrates uniqueness.
Manage and grow a portfolio of self-service customers to drive revenue expansion.
Own the full sales cycle from opportunity identification to deal closure.
Collaborate with cross-functional teams to maximize product adoption and retention.
The company provides innovative communication solutions across messaging, voice, and email services. It fosters a remote-first, supportive, and inclusive culture with a focus on customer success and professional growth.
Drive new business growth by targeting enterprise financial services accounts and building senior-level relationships.
Manage the full sales cycle, from prospecting and qualification to negotiation and contract closure.
Represent the company at industry events and monitor market trends to shape sales strategy.
They provide software solutions that help enterprise organizations manage governance, risk, and compliance. The company has a remote-first culture with a distributed sales team and values work-life balance.
Own the full sales cycle from prospecting to closing for financial services clients.
Develop strategic relationships with investment banks, private equity, law, and accounting firms.
Collaborate cross-functionally to deliver tailored solutions and achieve revenue targets.
The company delivers innovative software and service solutions for financial transactions and capital markets. While company size is not disclosed, the culture is described as collaborative, values-driven, and focused on employee well-being.
Drive new partner acquisition across fintechs, marketplaces, and enterprise brands for embedded finance.
Lead complex enterprise sales cycles from engagement through negotiation and successful execution.
Structure commercial partnerships including pricing, revenue-share models, and contract terms.
They provide Banking-as-a-Service and embedded finance solutions, enabling fintechs and enterprises to launch card, deposit, and payment programs. They operate fully remotely with a collaborative, cross-functional culture.
Own and manage a defined new-logo sales territory with responsibility for exceeding targets.
Lead complex enterprise sales opportunities from initial engagement through close.
Build a high-quality pipeline using Salesforce, SalesNav, and AI tools.
StarCompliance provides compliance technology solutions for regulated financial institutions. They foster a collaborative sales environment with high standards of personal integrity and ethics.
Drive revenue growth by expanding relationships with existing enterprise customers and identifying new business opportunities.
Collaborate with Account Managers, Solutions Engineers, and cross-functional teams to execute strategic growth plans.
Serve as a trusted advisor to stakeholders from technical specialists to C-suite executives.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. It operates as a remote-first organization focused on objective recruitment and supporting candidates throughout the application process.
Own the full sales cycle for enterprise accounts, from prospecting and qualification to closing complex deals.
Partner with subject matter experts to lead end-to-end RFP and pitch processes, delivering tailored solutions.
Maintain disciplined CRM hygiene and forecast rigor to ensure pipeline accuracy and revenue growth.
Wpromote is a digital marketing agency that provides creative and omnichannel marketing solutions to drive measurable business outcomes. It is recognized as a Best Place to Work by Ad Age and Glassdoor and is Adweek's Fastest Growing Digital Agency, fostering a remote-first culture.
Build and execute a go-to-market strategy to establish Dataroid's presence in the UK, focusing on banks and financial institutions.
Generate a qualified pipeline through proactive prospecting, networking, and relationship building with senior decision-makers.
Collaborate with Dataroid's leadership and technical teams to shape customer discussions, track progress, and share market insights.
Dataroid is a digital analytics and customer engagement platform that helps brands enhance customer experiences through data science and omnichannel marketing. It is a fast-growing platform used by leading enterprises in finance, airlines, and retail, reshaping experiences for over 500 million users with a flat and collaborative culture.
Own the company's bookings and revenue targets across partner channel, direct sales, and customer expansion.
Build and scale partnerships with digital banking providers and fintechs to drive predictable pipeline.
Lead direct sales and create a repeatable expansion motion across the existing customer base.
Digital Onboarding provides an automated, full-lifecycle growth platform that helps community banks and credit unions acquire, activate, and grow customer relationships. They are trusted by roughly 175 community banks and credit unions and have a team of about 50 people, entering a growth phase with AI-powered products.
Proactively identify and engage digital health and telehealth companies to create sales opportunities.
Manage the full sales cycle including discovery, demonstrations, technical evaluations, and closing.
Collaborate with internal teams to shape commercial strategy and improve sales processes.
Whereby offers a video call API for embedding into telehealth and other platforms. They are a lean, collaborative team with millions of users and a global HQ in Norway.
Drive targeted sales growth strategy and achieve revenue and margin targets as a senior sales leader.
Manage, coach, and develop a results-oriented sales team to meet individual and team performance goals.
Build strategic client relationships, develop repeatable sales solutions, and identify new channels.
Smile Digital Health provides a FHIR-based data liberation platform that makes healthcare data exchange simple for stakeholders across over 20 countries. The company ranked #19 on Deloitte's Technology Fast 50 for 2024 and fosters a culture of respect, inclusion, and authenticity.
Source, manage, and close new business deals with a product that's a requirement, not a nice-to-have.
Clearly communicate the value of Ethena and demonstrate how our products address prospects' pain points.
Build strong relationships, multithread across teams, and keep a tight, organized pipeline in Salesforce.
Ethena is an AI-native compliance training platform that customizes training to each company's brand, policies, and risks. We support 1M+ learners across 2,000+ organizations and are a fully remote team that values diversity, humor, and ownership.
Run video meetings and work warm leads to build a client book.
Follow a proven sales process with coaching and support.
Enjoy a flexible schedule with no commute or cold calling.
Global Elite Empire Consultants is a financial services company offering home-based client roles. They emphasize flexible schedules, a supportive coaching environment, and promotion based on production.
Sell Posh's AI products to credit unions and banks, owning the community segment nationally.
Run full-cycle new business from pipeline generation to close, using SPICED qualification.
Deliver business cases and ROI analysis that link AI solutions to prospect needs.
Posh is revolutionizing the way financial institutions serve their communities through innovative AI solutions that make customer support more accessible, fast, and enjoyable. With 200+ AI deployments across 150+ financial institutions, Posh fosters a supportive, collaborative, and performance-driven culture.