Sales Executive (Dublin CA or USA Remote)
About SavvyMoney:
SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to over 1600 bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 40 digital banking platforms.
SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the Top 25 Places to Work in the San Francisco Bay Area and is an Inc. 5000 Fastest Growing Company.
**Our corporate offices are in Dublin CA and we offer a hybrid work environment with some days at the corporate office and some days working from home. We are also open to remote candidates who can periodically travel to the office for in-person meetings.
SavvyMoney is seeking an energetic strategic and results-orientedSales Executive to join our high-performing New Sales this role you will be instrumental in driving the growth of SavvyMoney by identifying opportunities showcasing our platforms value and building lasting relationships with prospects.
We are looking for a professional who thrives on exceeding sales goals embraces collaboration and is passionate about revolutionizing the financial experience for consumers through partnerships with financial institutions.
Key Responsibilities -
Opportunity Identification and Strategy:
- Proactively identify and pursue new sales opportunities aligned with company objectives.
- Partner with SavvyMoneys Strategic Partner team to target top prospects and execute effective engagement strategies.
- Conduct market research to stay ahead of industry trends and prospect needs.
Sales Demos and Consultative Selling:
- Deliver compelling personalized demonstrations of SavvyMoneys platform.
- Engage prospects to understand their specific pain points and needs.
- Position SavvyMoneys solutions as the best fit to address their challenges and achieve their goals.
Relationship Building and Pipeline Management:
- Build and maintain strong relationships with prospects decision-makers and key stakeholders.
- Develop and implement follow-up strategies to nurture leads and move them through the sales funnel.
- Maintain accurate and up-to-date records in Salesforce tracking all interactions and opportunities.
Quota Achievement and Reporting:
- Consistently meet or exceed personal and team sales goals.
- Leverage Salesforce data to analyze performance identify areas for improvement and optimize sales strategies.
- Regularly report pipeline health and KPIs to sales leadership.
What Were Looking For -
Skills and Experience:
- 5 years experience in B2B sales preferably in fintech SaaS or financial services.
- Strong track record of meeting and exceeding sales quotas.
- Experience in selling account opening solutions and related digital banking products. Working knowledge of core banking systems and how they integrate with front-end digital experiences.
- Exceptional communication presentation and negotiation skills.
- Proficiency with Salesforce or similar CRM tools.
- Demonstrated ability to work independently and collaboratively in a fast-paced environment.
Qualities That Set You Apart:
- Passionate about fintech and transforming the financial experience for consumers.
- Resourceful and adaptable with a growth mindset.
- Eager to contribute to a positive innovative and collaborative team culture.
Base Salary
The Annual Base salary for this position will be between $95000.00 and $110000.00 based upon experience plus quarterly commission.
Additionally we provide
- Quarterly Bonus potential
- Equity compensation package
- Flexible Time Off Policy (Take time as you need it)
- 401(k) with Employer contribution
- Medical Dental Vision 100% premium paid for employee
- Opportunity for career growth and challenge
- Beautiful California East Bay offices in Dublin CA
SavvyMoneys EEO Statement
SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People Practical solutions serving our client needs and ensures nondiscrimination in all programs and activities. We continuously seek talented qualified employees in our operations regardless of race color sex/gender including gender identity and expression sexual orientation pregnancy national origin religion disability age marital status citizen status protected veteran status or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer
We are committed to protecting your data. To learn more please review the SavvyMoney Employee Privacy Policy Notice here
Required Experience:
Senior IC
Sales Executive (Dublin CA or USA Remote)About SavvyMoney:SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to over 1600 bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 40 dig...
Sales Executive (Dublin CA or USA Remote)
About SavvyMoney:
SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to over 1600 bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 40 digital banking platforms.
SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the Top 25 Places to Work in the San Francisco Bay Area and is an Inc. 5000 Fastest Growing Company.
**Our corporate offices are in Dublin CA and we offer a hybrid work environment with some days at the corporate office and some days working from home. We are also open to remote candidates who can periodically travel to the office for in-person meetings.
SavvyMoney is seeking an energetic strategic and results-orientedSales Executive to join our high-performing New Sales this role you will be instrumental in driving the growth of SavvyMoney by identifying opportunities showcasing our platforms value and building lasting relationships with prospects.
We are looking for a professional who thrives on exceeding sales goals embraces collaboration and is passionate about revolutionizing the financial experience for consumers through partnerships with financial institutions.
Key Responsibilities -
Opportunity Identification and Strategy:
- Proactively identify and pursue new sales opportunities aligned with company objectives.
- Partner with SavvyMoneys Strategic Partner team to target top prospects and execute effective engagement strategies.
- Conduct market research to stay ahead of industry trends and prospect needs.
Sales Demos and Consultative Selling:
- Deliver compelling personalized demonstrations of SavvyMoneys platform.
- Engage prospects to understand their specific pain points and needs.
- Position SavvyMoneys solutions as the best fit to address their challenges and achieve their goals.
Relationship Building and Pipeline Management:
- Build and maintain strong relationships with prospects decision-makers and key stakeholders.
- Develop and implement follow-up strategies to nurture leads and move them through the sales funnel.
- Maintain accurate and up-to-date records in Salesforce tracking all interactions and opportunities.
Quota Achievement and Reporting:
- Consistently meet or exceed personal and team sales goals.
- Leverage Salesforce data to analyze performance identify areas for improvement and optimize sales strategies.
- Regularly report pipeline health and KPIs to sales leadership.
What Were Looking For -
Skills and Experience:
- 5 years experience in B2B sales preferably in fintech SaaS or financial services.
- Strong track record of meeting and exceeding sales quotas.
- Experience in selling account opening solutions and related digital banking products. Working knowledge of core banking systems and how they integrate with front-end digital experiences.
- Exceptional communication presentation and negotiation skills.
- Proficiency with Salesforce or similar CRM tools.
- Demonstrated ability to work independently and collaboratively in a fast-paced environment.
Qualities That Set You Apart:
- Passionate about fintech and transforming the financial experience for consumers.
- Resourceful and adaptable with a growth mindset.
- Eager to contribute to a positive innovative and collaborative team culture.
Base Salary
The Annual Base salary for this position will be between $95000.00 and $110000.00 based upon experience plus quarterly commission.
Additionally we provide
- Quarterly Bonus potential
- Equity compensation package
- Flexible Time Off Policy (Take time as you need it)
- 401(k) with Employer contribution
- Medical Dental Vision 100% premium paid for employee
- Opportunity for career growth and challenge
- Beautiful California East Bay offices in Dublin CA
SavvyMoneys EEO Statement
SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People Practical solutions serving our client needs and ensures nondiscrimination in all programs and activities. We continuously seek talented qualified employees in our operations regardless of race color sex/gender including gender identity and expression sexual orientation pregnancy national origin religion disability age marital status citizen status protected veteran status or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer
We are committed to protecting your data. To learn more please review the SavvyMoney Employee Privacy Policy Notice here
Required Experience:
Senior IC
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