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crm fintech integration walnut.io

πŸ“‹ Description

  • Collaborate with Sales and CS to tailor solutions for client needs.
  • Engage clients to present technical aspects and demonstrate value via demos.
  • Relay client feedback to the product team for improvement.
  • Provide post-sales support, including integration and troubleshooting.
  • Assist in proposals and RFP responses with technical insights.
  • Stay updated on industry trends to position our products.

🎯 Requirements

  • Bachelor's degree in Computer Science, Engineering, Finance, or related field.
  • 3+ years in a technical sales or sales engineering role in fintech.
  • Solid understanding of financial services and fintech solutions.
  • Excellent communication and presentation skills.
  • Ability to work independently and collaboratively.
  • Prior experience using walnut.io as demo environment.

🎁 Benefits

  • Hybrid work model with 3 onsite days.
  • Offices in Chicago, Milwaukee, Atlanta, and Jacksonville.
  • Cross-functional team of ~40 across Sales, Eng, Implementations, CS, and Ops.
  • Work with the FIS Amount fintech platform.
  • Growth and impact opportunities in fintech.
  • Diversity and inclusion commitment.
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