Sales Executive

Sales Executive / Account Executive

Location New York, NY (In-Office)

OTE $300K+

About the Company

We partner with credit unions and other financial institutions to automate and modernize member acquisition and relationship deepening. We've built the first marketing and engagement platform purpose-built for credit unions — replacing generic systems like HubSpot and Salesforce with infrastructure designed specifically for the financial services ecosystem.

With 190+ financial institution customers and rapid expansion across lending and digital banking integrations, we are transforming how community financial institutions grow — empowering them to build stronger, more personal member relationships through intelligent, data-driven marketing.

In the past 6 years, we have achieved triple-digit annual revenue growth and maintained profitability for over 20 consecutive months, establishing ourselves as one of the fastest-growing, relationship-driven fintechs in the country.

About the Team We’re a fast-moving, collaborative team that values clarity, creativity, and ownership. Decisions are made quickly, ideas rise on merit, and everyone has a seat at the table — from shaping product roadmap to refining go-to-market strategy.

You’ll work directly alongside founders and a talented group of customer success and product professionals who share a simple belief: the future of community finance isn’t about replacing people — it’s about giving them better tools to connect.

About the Role

We’re looking for a Sales Executive to drive new client acquisition and revenue growth. You’ll own the full sales cycle — from prospecting and qualification through close — building relationships with credit union executives and helping them reimagine member engagement through our marketing platform.

You’ll work directly with the Director of Partnerships and founders to refine go-to-market strategy, collaborate with Customer Success for smooth handoffs, and help shape the narrative for our next growth stage. This is a high-impact, quota-carrying role with meaningful ownership and uncapped upside.

YOU NEED TO BE EXTREMELY POLISHED...

EXCELLENT FOLLOW UP WITHOUT BEING PUSHY / AGGRESSIVE

What you’ll do:

● Own the full sales cycle: Source, qualify, and close deals with credit union executives — from first outreach through signed agreement.

● Prospect creatively: Identify and engage target accounts using conferences, email, phone, and LinkedIn to build pipeline.

● Run consultative discovery: Understand each credit union’s strategic priorities and member engagement challenges to position our solution.

● Lead demos and presentations: Tell our story with clarity and confidence, customizing each conversation to highlight ROI and impact.

● Negotiate and close: Manage contracts and deal structure in partnership with leadership, maintaining velocity while ensuring win-win outcomes.

● Collaborate cross-functionally: Partner closely with Marketing and Customer Success to optimize buyer journey and accelerate onboarding.

● Contribute to GTM strategy: Share field learnings to inform product direction, positioning, and messaging.

You’ll Thrive Here If You’re a…

● Closer: Competitive, confident, comfortable owning the full process — from in-person sourcing to closed contracts without being aggressively pushy.

● Strategic Seller: Connect business challenges to product value, leading with insight rather than script.

● Builder: Energized by startup pace, helping shape process, pipeline strategy, and playbook as we scale.

● Collaborator: Bring energy to team environment and thrive in alignment with marketing, operations, and success.

● Storyteller: Turn complex ideas into clear, compelling narratives that resonate with executive buyers.

● Doer: Act, iterate, and drive outcomes without waiting for direction.

You Bring

● 3+ years of full-cycle B2B SaaS sales experience

● Track record as a top-performer who regularly exceeds quota

● Experience selling in relationship-driven industries

● Comfort engaging senior executives (CEOs, CMOs, COOs) in strategic conversations

● Exceptional communication, negotiation, and presentation skills

● High degree of autonomy and ownership — with judgment to know when to loop others in

Benefits

● Medical, Dental & Vision Insurance: We cover 90% of premiums for employees and 50% for dependents.

● 401(k): 3% safe harbor.

● Paid Time Off: 14 days of PTO.

● In-Office Culture: Role based in our New York City office with a work from home once every 10 days