Sales Expert Fintech/Banking
Hace 4 meses
Heredia, Costa Rica
Product Pulse
Jornada completa
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About the Role
We are seeking a results-driven Sales Expert with experience in the FinTech and Banking industry to join our growing team. The ideal candidate will have a strong track record of generating new business opportunities, managing client relationships, and driving revenue growth within financial services, banking, payments, lending, or FinTech environments. This role requires a consultative sales professional who understands financial products, digital transformation initiatives, and the unique challenges faced by banks, credit unions, and financial institutions.
Key Responsibilities
Identify, develop, and close new business opportunities within the banking and FinTech sectors. Build and maintain strong relationships with decision-makers, including executives and stakeholders at financial institutions. Manage the full sales cycle from prospecting and lead generation through contract negotiation and closing. Understand client business needs and position solutions that deliver measurable value. Conduct product demonstrations, presentations, and sales meetings with prospective clients. Collaborate with marketing, product, and customer success teams to develop effective go-to-market strategies. Maintain an accurate sales pipeline and forecast using CRM tools. Monitor industry trends, competitive landscape, and emerging technologies in banking and financial services. Achieve and exceed monthly, quarterly, and annual sales targets. Represent the company at industry events, conferences, and networking opportunities. Required Qualifications Bachelor's degree in Business, Finance, Marketing, Economics, or a related field. 3–4 years of sales experience in the FinTech, Banking, Payments, Lending, Digital Banking, or Financial Services industry. Proven track record of meeting or exceeding sales quotas and revenue targets. Experience selling software, technology solutions, financial products, or banking services. Strong understanding of banking operations, payment ecosystems, digital transformation, or financial technology solutions. Excellent communication, negotiation, and presentation skills. Experience managing multiple opportunities simultaneously in a fast-paced environment. Proficiency with CRM platforms such as Salesforce, HubSpot, or similar tools. Preferred Qualifications Experience selling SaaS solutions to financial institutions. Knowledge of payment processing, open banking, digital wallets, lending platforms, compliance, or core banking systems. Existing network of contacts within banks, credit unions, financial institutions, or FinTech organizations. Experience working in a startup or high-growth environment. Key Competencies Consultative Selling Relationship Management Business Development Strategic Prospecting Negotiation & Closing Financial Services Knowledge Client-Focused Mindset Results-Oriented Approach What Success Looks Like Consistently achieving or exceeding sales targets. Building a strong pipeline of qualified opportunities. Developing long-term relationships with key banking and FinTech clients. Contributing to company growth through new customer acquisition and account expansion. Experience Required: 3–4 years Industry Focus: FinTech, Banking, Financial Services, Payments, Digital Banking, Lending Solutions Seniority Level: Mid-Level Sales Professional Fill in the form, we will contact you...