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crm fintech saas b2b sales sales leadership📋 Description
- Own and manage client relationships end-to-end, from sourcing to activation.
- Interact with key clients to resolve complex platform issues.
- Partner with relationship management to develop coverage for existing clients.
- Identify and originate new business opportunities with marketing.
- Manage the sales pipeline using CRM and internal reporting tools.
- Willingness to travel for sales pitches and conferences (less than 50% travel).
🎯 Requirements
- Bachelor’s degree.
- 8+ years of related sales experience.
- Background in financial sales; fintech experience strongly preferred.
- Series 7 required or willingness to obtain within 60 days.
- Remote-based in western US (TX/CO/AZ/CA); CA strongly preferred.
- Experience working with Retirement Investment Advisors.
🎁 Benefits
- Competitive base salary with bonus and incentive opportunities.
- Join a fast-growing fintech startup backed by a Fortune 500 company.
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