Related skills
financial services salesforce treasury sales leadership series 7📋 Description
- Lead and scale Banking Specialists team focused on Brex business accounts (checking, treasury, sweep).
- Coach, develop, and motivate the team; partner with Founders and senior finance leaders.
- Drive adoption, growth of Assets Under Management (AUM), and revenue.
- Manage forecasting, pipeline health, and performance reporting.
- Collaborate with Account Executives, Relationship Managers, CS, Product, and Risk to ensure seamless experiences.
- Recruit, hire, and onboard Banking Specialists; build scalable playbooks and enablement.
🎯 Requirements
- 5+ years in financial services, fintech, banking, or related sales.
- 2+ years leading high-performing sales or banking teams.
- Active Series 7 and Series 63 (or ability to obtain/reactivate).
- Strong understanding of business banking products (checking, treasury, cash management, sweep programs).
- Proven ability to coach consultative, outbound and inbound sellers to exceed goals.
- Experience owning forecasts, pipelines, and performance management.
🎁 Benefits
- Equity and other compensation may be part of the total package.
- Grow in a fast-growth fintech environment.
- Collaborate with senior finance leaders and cross-functional teams.
- Leadership development and enablement programs.
- Supportive, collaborative team culture.
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