Sales Expert Fintech/Banking

About the Role

We are seeking a results-driven Sales Expert with experience in the FinTech and Banking industry to join our growing team. The ideal candidate will have a strong track record of generating new business opportunities, managing client relationships, and driving revenue growth within financial services, banking, payments, lending, or FinTech environments.

This role requires a consultative sales professional who understands financial products, digital transformation initiatives, and the unique challenges faced by banks, credit unions, and financial institutions.

Key Responsibilities

• Identify, develop, and close new business opportunities within the banking and FinTech sectors.
• Build and maintain strong relationships with decision-makers, including executives and stakeholders at financial institutions.
• Manage the full sales cycle from prospecting and lead generation through contract negotiation and closing.
• Understand client business needs and position solutions that deliver measurable value.
• Conduct product demonstrations, presentations, and sales meetings with prospective clients.
• Collaborate with marketing, product, and customer success teams to develop effective go-to-market strategies.
• Maintain an accurate sales pipeline and forecast using CRM tools.
• Monitor industry trends, competitive landscape, and emerging technologies in banking and financial services.
• Achieve and exceed monthly, quarterly, and annual sales targets.
• Represent the company at industry events, conferences, and networking opportunities.

Required Qualifications

• Bachelor's degree in Business, Finance, Marketing, Economics, or a related field.
• 3–4 years of sales experience in the FinTech, Banking, Payments, Lending, Digital Banking, or Financial Services industry.
• Proven track record of meeting or exceeding sales quotas and revenue targets.
• Experience selling software, technology solutions, financial products, or banking services.
• Strong understanding of banking operations, payment ecosystems, digital transformation, or financial technology solutions.
• Excellent communication, negotiation, and presentation skills.
• Experience managing multiple opportunities simultaneously in a fast-paced environment.
• Proficiency with CRM platforms such as Salesforce, HubSpot, or similar tools.

Preferred Qualifications

• Experience selling SaaS solutions to financial institutions.
• Knowledge of payment processing, open banking, digital wallets, lending platforms, compliance, or core banking systems.
• Existing network of contacts within banks, credit unions, financial institutions, or FinTech organizations.
• Experience working in a startup or high-growth environment.

Key Competencies

• Consultative Selling
• Relationship Management
• Business Development
• Strategic Prospecting
• Negotiation & Closing
• Financial Services Knowledge
• Client-Focused Mindset
• Results-Oriented Approach

What Success Looks Like

• Consistently achieving or exceeding sales targets.
• Building a strong pipeline of qualified opportunities.
• Developing long-term relationships with key banking and FinTech clients.
• Contributing to company growth through new customer acquisition and account expansion.

Experience Required: 3–4 years

Industry Focus: FinTech, Banking, Financial Services, Payments, Digital Banking, Lending Solutions

Seniority Level: Mid-Level Sales Professional

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