Banking Specialist
Core
Partner with Founders, C-Suite Executives, and VPs of Finance to upsell business account suite products (checking, treasury, sweep) and increase total AUM.
Role type
Senior IC sales specialist (fintech banking)
Builds
Business account suite products for startups and enterprise customers
Domain
Fintech / Financial Services
Deliverable
product features
Required skills
outbound sales, quota management, executive stakeholder engagement, product demonstrations, onboarding, strategic account planning
Preferred skills
Series 7 & 63 license, familiarity with Gong/Salesforce/Outreach
Technologies
Gong, Salesforce, Outreach
Responsibilities
Upsell business account suite products to existing card-only customers, Assist in creating Security Account Control Agreements (SACA) or Cash Covenants, Manage accounts as trusted advisors, Engage with businesses through prospecting, demos, onboarding, and closing, Develop strategic plans with cross-functional teams to drive adoption and revenue, Collaborate with Account Executives and Relationship Managers for referrals
Seniority
Mid-level, hands-on IC