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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 B2B SaaS sales, particularly within banking and financial services, with a strong ability to build and manage complex sales pipelines. Proven track record of engaging with senior stakeholders and navigating procurement processes while delivering measurable business outcomes.
Highest-signal resume keywords
7+ Years B2B SaaS Sales ExperienceNew Logo Hunter ExperienceExperience Selling to CX and Marketing LeadersNavigating Procurement and Legal ReviewsExcellent Written and Verbal Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Quota-Carrying SalesPipeline DevelopmentDeal QualificationSales ForecastingBusiness Case Development
Soft Skills
Elite Discovery SkillsMultitasking AbilityRelationship Building
Tools & Technologies
SalesforceMarketoSnowflakeDigital Banking PlatformsCustomer Experience Technology
Certifications & Qualifications
Training in MEDDIC/MEDDPICCChallenger Sales TrainingCommand of the Message Training
Industry Keywords
BankingFinancial ServicesInsuranceMortgageWealth Management
About the role
Key responsibilities & impact- Prospect and open net-new enterprise accounts across banking, credit unions, insurance, mortgage, and wealth management
- Self-source a meaningful share of pipeline through outbound calls, email, LinkedIn, events, and partners alongside the SDR team
- Uncover prospects’ business goals and build quantified business cases tied to onboarding, retention, call deflection, digital adoption, cross-sell, and participant outcomes
- Map buying committees and build relationships across CX, marketing, digital, product, data and IT, compliance, and procurement
- Develop champions, secure executive sponsors, and multithread deals
- Qualify opportunities, drive stage progression and deal velocity, and navigate security, legal, and procurement processes
- Manage early- and late-stage opportunities across multiple accounts
- Maintain Salesforce, forecast accurately, and participate in weekly pipeline reviews
- Scope deals for clear value metrics, executive sponsorship, and committed data paths
- Hand off new customers to Customer Success for renewal and expansion
- Co-sell with channel and referral partners
- Deliver new logo bookings, self-sourced pipeline, pipeline coverage, meetings, multithreaded engagement, stage progression, win rate, and forecast accuracy
Requirements
What you’ll need- 7+ years of quota-carrying enterprise B2B SaaS sales experience, with a consistent track record of meeting or exceeding quota
- Direct experience selling into banking, financial services, insurance, and/or mortgage organizations
- Proven new logo hunter experience, including building pipeline from scratch and closing six-figure deals with $1B+ revenue organizations through long, complex sales cycles
- Experience selling to CX, marketing, digital, and product leaders and translating capabilities into ROI
- Elite discovery skills and ability to multithread across large buying committees
- Ability to multitask and manage many priorities, accounts, and deal stages
- Experience navigating procurement, security, and legal reviews in regulated industries
- Excellent written and verbal communication; executive presence with senior buyers
- BA/BS or equivalent experience
- Experience with personalized or interactive video, digital banking platforms, or customer experience technology is a strong plus
- Established relationships with CX, digital, and marketing leaders at financial institutions is a strong plus
- Familiarity with core banking, digital banking, loan origination, CRM, and marketing automation technologies, including Salesforce, Marketo, and Snowflake is a strong plus
- Training in MEDDIC/MEDDPICC, Challenger, or Command of the Message is a strong plus
- Experience co-selling with channel, referral, or technology partners is a strong plus
Benefits
Comp & perks- Health insurance
- Vision insurance
- Dental insurance
- 401(k) match
- Stock options
- Remote position
