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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in enterprise software sales leadership and strategic partnerships within the US financial services technology sector, with a strong focus on new-logo growth and pipeline management. Proven ability to build and coach high-performing teams while establishing effective co-sell motions and account-based marketing strategies.
Highest-signal resume keywords
Enterprise Software Sales LeadershipUS Financial Services TechnologyNew-Logo Bookings TargetPipeline ManagementCommercial Negotiation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ForecastingAccount PlanningDeal ReviewMEDDPICC MethodologySales Motion DevelopmentComplex Sales Cycle ManagementPartner Contribution QuantificationFinancial Product OperationsCo-Sell Motion BuildingCustomer Success Transition
Soft Skills
CoachingTeam DevelopmentExecutive CommunicationRelationship BuildingAccountability
Tools & Technologies
CRM PlatformsFinancial Technology PlatformsMarket Presence ToolsPartner Marketing ProgramsImplementation Delivery Systems
Industry Keywords
US Credit UnionsCommunity BanksFinancial ServicesEnterprise SoftwarePayment Processing
About the role
Key responsibilities & impact- Own new-logo growth across a focused portfolio of US credit unions and community banks
- Build account plans identifying priority opportunities, stakeholders, buying triggers, competitive risks, and routes to market
- Establish qualification, deal-review, and forecasting discipline using MEDDPICC or an equivalent methodology
- Engage in strategic opportunities, including executive discovery, value alignment, commercial negotiation, and closing
- Maintain accountability for direct, partner-sourced, and partner-influenced pipeline
- Hire, onboard, and develop Account Executives, business development talent, and channel leaders
- Set performance expectations for pipeline creation, opportunity progression, forecast accuracy, and new-logo bookings
- Build a high-accountability, customer-outcome-focused culture
- Coach the team on complex financial technology sales
- Create a repeatable sales motion based on customer conversations, wins, losses, objections, and competitive dynamics
- Build messaging and talk tracks for credit unions and community banks
- Establish business development motions to generate qualified pipeline
- Partner with marketing on account-based programs, events, content, and market presence
- Develop co-sell programs with core technology providers, processing platforms, and companies serving US financial institutions
- Establish joint account planning, deal registration, pipeline reviews, and measurable partner contribution
- Recruit and manage systems integrators delivering FintechOS implementations in the US
- Define partner tiers, enablement requirements, performance expectations, and direct/channel rules of engagement
- Build technology alliances supporting customer workflows and CRM integrations
- Coordinate joint communications and market activity with partners
- Work with Customer Success and Solutions leadership on late-stage solution validation
- Ensure prospects evaluate FintechOS against use cases, outcomes, integration requirements, and operational needs
- Transition signed customers to delivery and Customer Success teams with outcomes, scope, stakeholders, sponsors, risks, and commitments documented
- Carry market and customer feedback into product, solution, implementation, and go-to-market planning
Requirements
What you’ll need- At least 10 years of experience in enterprise software sales leadership, strategic partnerships, or a combination of both
- Five or more years of experience in US financial services technology
- Demonstrated record of carrying and leading a new-logo bookings target involving US credit unions, community banks, or banks
- Experience hiring, ramping, coaching, and managing enterprise Account Executives
- Success building co-sell motions with core technology providers, payment or processing companies, or comparable financial technology platforms
- Ability to quantify partner contribution through sourced pipeline, influenced pipeline, conversion, and bookings
- Experience recruiting and managing systems integrators responsible for implementation delivery, rather than solely product resale
- Strong relationships within the US credit union and community banking ecosystem
- Experience managing complex enterprise sales cycles involving business, technology, risk, procurement, and executive stakeholders
- Strong forecasting, pipeline management, commercial negotiation, and executive communication skills
- Builder’s mindset and ability to operate effectively within an expanding US organization
- Experience with lending or deposit origination, account opening, servicing, or financial product operations
- Familiarity with financial services CRM platforms and their consulting or application ecosystems
- Experience developing partner marketing programs, industry events, and conference presence
- Knowledge of the operational and technology priorities of US credit unions and community banks
- Experience establishing a new regional go-to-market organization or introducing an enterprise software platform into the US market
Benefits
Comp & perks- Meaningful influence over the team, market strategy, partner model, and operating playbook
- Opportunity to build the foundations for sustainable growth in the US credit union and community banking market