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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales and account management within the SaaS and Fintech sectors, with a strong focus on driving product adoption and exceeding upsell revenue targets. Proven ability to manage partner relationships and deliver impactful presentations to decision-makers.
Highest-signal resume keywords
Consultative SalesAccount ManagementFintech Product ExpertiseCRM ProficiencyUpsell Revenue Achievement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SaaS SalesOpportunity CreationProduct Lifecycle ManagementProposal DevelopmentDeal Structuring
Soft Skills
Strong CommunicationCollaborationOrganizational SkillsAnalytical MindsetInfluencing Skills
Tools & Technologies
CRM ToolsHubSpotPendo
Industry Keywords
FintechB2BHRTechEmployee BenefitsPerformance Tracking
About the role
Key responsibilities & impact- Report directly to the Success Consultant Manager
- Support the Sales Team and Upsell Team as the dedicated Fintech specialist
- Grow adoption of Sprout’s fintech products, including ReadyCash and the Fintech Platform, across the existing client base
- Own ReadyCash end to end, from opportunity creation through closing, activation, employee rollout, adoption monitoring, issue resolution, and account reviews
- Achieve and exceed assigned upsell revenue targets
- Identify, qualify, and close expansion opportunities through consultative discovery, proposals, negotiation, and closing
- Lead fintech engagement during account reviews, lifecycle touchpoints, and proactive outreach
- Deliver customized presentations and proposals to operational and C-level decision-makers
- Maintain fintech opportunity pipelines and forecasts in Sprout’s CRM
- Serve as the fintech resource for Sales and Upsell Teams by joining discovery calls, demos, and client meetings and handling product questions and objections
- Collaborate with the Fintech team on product roadmap, go-to-market campaigns, special offers, launch communications, training, and best practices
- Collect and share field feedback to improve fintech offerings, go-to-market strategy, and internal alignment
- Manage existing fintech partner relationships through check-ins, performance reviews, issue escalation, service-level alignment, targets, and joint client outcomes
- Support onboarding and go-live readiness for future fintech partners
- Coordinate between partners and Sprout’s Sales, Upsell, Product, Operations, and Implementation teams
- Track partner performance and pipeline contribution and surface insights and risks to leadership
- Perform other duties and special projects assigned by the Fintech Director or company leadership
Requirements
What you’ll need- Proven track record of exceeding upsell or expansion quotas in SaaS or enterprise B2B environments
- Experience in consultative sales, account management, or enterprise customer success, with a strategic focus on account growth
- Experience owning a product across the full client lifecycle, from opportunity creation and closing through activation and post-sale adoption
- Experience in partner or vendor relationship management, including onboarding, performance tracking, and commercial alignment
- Comfortable acting as a product specialist for new-business Sales and account management teams
- Familiarity with or deep interest in Fintech products, employee benefits, or HR/payroll-related solutions
- Strong communication and influencing skills with internal teams, external clients, and partners
- Highly collaborative, organized, and driven in a cross-functional, fast-moving environment
- Excellent presentation, proposal, and deal structuring skills
- Analytical mindset with attention to patterns, data insights, and improvement opportunities
- Proficiency in CRM tools and Customer Engagement Platforms such as HubSpot and Pendo
- 3–5 years of experience in a high-growth SaaS company
- Exposure to HRTech or Fintech is a plus
Benefits
Comp & perks- Cookies and similar technologies are used to provide website functionality and user experience; this is a website notice, not an employee benefit