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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing relationships and revenue for global banking accounts, leveraging AI to enhance sales strategies and execution. Proven ability to navigate complex sales cycles and maintain rigorous pipeline management while collaborating effectively with cross-functional teams.
Highest-signal resume keywords
Global Banking ExperienceAI-Driven Sales WorkflowsMulti-Stakeholder Deal ManagementMEDDPICC QualificationExecutive 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
Sales Cycle ManagementAccount Strategy DevelopmentForecasting DisciplinePipeline ManagementRFP Coordination
Soft Skills
Clear CommunicationCollaborationRelationship Building
Tools & Technologies
GongCRM SystemsAI Workflows
Industry Keywords
Financial ServicesAsset ManagementPaymentsComplianceTier-1 Institutions
About the role
Key responsibilities & impact- Own relationships and revenue for several of TRM's largest global banking accounts
- Set account strategy and navigate banking institutions to expand TRM's presence
- Grow Tier-1 banking accounts from six- to seven-figure deals toward multi-million-dollar annual relationships
- Use AI to map buying committees, budget holders, internal triggers, account sponsors, and business lines
- Expand TRM's footprint across customer institutions
- Own the full sales cycle from first conversation through signed contract
- Build and maintain at least 3x qualified pipeline across accounts
- Use Gong call summaries to analyze conversion and improve sales execution
- Partner with Sales Architects and Deployment Strategists on demos and proofs of value
- Maintain accurate weekly forecasts and CRM/pipeline hygiene through AI workflows
- Provide customer and competitive insights to Product and Research
- Collaborate with Account Directors, Sales Architects, Deployment Strategists, Product, Research, and RevOps
- Participate in weekly 1:1s, pipeline and forecast reviews, all-hands, and founder Q&A sessions
- Attend customer meetings, industry events, and team gatherings, with travel up to 25%
- Map business lines, sponsors, and buying committees and create AI-assisted account plans within the first 30 days
- Prepare executive briefings using AI-generated account research within 24 hours when needed
- Coordinate Sales Architects and Deal Desk responses to urgent RFPs
Requirements
What you’ll need- 6+ years of experience in global banking or financial services, ideally at one or more tier-1 institutions
- Background in innovation, asset management, payments, or compliance
- Record of owning or influencing large, multi-stakeholder purchasing decisions
- Daily use of AI in selling workflows, with concrete examples of time or revenue gained
- Experience running complex, multi-threaded deals with executive buyers at large banks
- Rigorous qualification and forecast discipline, including MEDDPICC
- Credible, clear communication with senior executives, in person and virtually
- Based in the United States
- Willingness to travel for customer meetings
- Ability to work core hours from 10:00 AM to 4:00 PM in the candidate's US time zone, Monday to Friday
Benefits
Comp & perks- Competitive benefits, wellness programs, and time away from work, varying by country and local employment requirements
- Remote and distributed work arrangement
- Company-wide all-hands and founder Q&A sessions
- Professional growth opportunities
- Reasonable accommodations for applicants with disabilities
