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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in full-cycle B2B SaaS sales, particularly in mid-market segments, with a strong focus on financial software and FinTech. Proven ability to engage C-level executives, drive revenue growth, and maintain CRM accuracy while executing effective territory plans.
Highest-signal resume keywords
Full-Cycle B2B SaaS SalesSalesforce ProficiencyNegotiation SkillsFinancial AcumenOutbound Prospecting Mastery
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
B2B SalesSales ForecastingROI AnalysisAP WorkflowsExpense WorkflowsQuota AchievementRevenue GrowthPipeline CreationTerritory PlanningC-Level Engagement
Soft Skills
Consultative SellingTrust BuildingCollaborationAdaptabilityCommunication
Tools & Technologies
SalesforceOutreachGongAI-Assisted Sales TechnologyModern Sales Technology Stacks
Industry Keywords
FinTechFinancial SoftwareMid-Market SalesPE-Backed EnvironmentExecutive Sponsorship
About the role
Key responsibilities & impact- Own the full sales cycle from first conversation through negotiation and close, landing net-new mid-market logos
- Convert marketing- and SDR-generated pipeline into revenue while self-sourcing the remaining 25% through targeted outbound
- Develop and execute territory plans prioritizing accounts, buying committees, and timing
- Partner with SDRs and channel partners while driving pipeline creation
- Lead consultative conversations and product demonstrations for CFOs, VPs of Finance, and AP operations leaders
- Analyze AP and expense workflows and build ROI cases grounded in risk, compliance, and margin
- Map buying committees, establish executive sponsorship, and navigate negotiations
- Maintain accurate Salesforce forecasting and CRM hygiene
- Provide real-time market feedback to sales leadership
- Drive net-new logo acquisition and top-line revenue growth
Requirements
What you’ll need- 3+ years of full-cycle B2B SaaS sales experience in mid-market or commercial segments, ideally in financial software or FinTech
- Proven track record of overachieving quota and consistently closing 5-figure and 6-figure ARR deals, with new logos rather than renewals
- Strong business and financial acumen, including AP and expense workflows, ROI, working capital, and operating efficiency
- Ability to engage C-level executives and their direct reports, earn trust quickly, and drive multi-threaded deals
- Mastery of self-sourced outbound prospecting alongside SDR and inbound support
- Technical fluency with Salesforce, Outreach, Gong, modern sales technology stacks, and AI-assisted sales motions
- Ability to work in a fast-paced, PE-backed environment
- Skilled negotiation capabilities
Benefits
Comp & perks- Competitive pay
- Flexible work
- Inclusive, collaborative environment
- Equal employment opportunities
- Real pipeline support: up to 75% of pipeline generated by marketing and SDR teams
- High-performance team
- AI-native platform with product-market fit
- Direct, visible, valued, and rewarded impact