Senior Sales Executive - Mid-Market Financial Services
New
C
Circit LimitedFinancial Technology SaaS
This role is remote and preferably based in North America but we may consider other regions for the right personFull-TimeSenior
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Experience
- 3+ years industry experience; 2+ years sales experience
- Required Skills
- Business DevelopmentRESTful APIsSaaS
Requirements
- 3+ years experience in Asset Management, Fund Administration, Custodianship, PE, or Asset Servicing.
- Strong understanding of distinctions between AM, Fund Admin, Custodian, Transfer Agent, and Trust Banks.
- 2+ years sales experience in financial services.
- Ability to perform technology platform demos to a high standard.
- Highly analytical with strong organizational skills.
- Entrepreneurial mindset with experience building new processes.
- Experience in early-stage or high-growth SaaS environments.
- Contacts within asset managers and fund service providers in the USA and Canada preferred.
- Knowledge of the audit industry preferred.
- Knowledge of open banking and APIs preferred.
Responsibilities
- Drive growth and development of mid-market bank and asset management partnership networks.
- Manage the partnerships funnel from origination to close.
- Perform Circit technology platform demos for key decision-makers.
- Collaborate with the North American auditor sales team on strategy and prioritization.
- Develop structured segmentation models based on firm type, footprint, and relevance.
- Identify opportunities to streamline and automate lead processing flows.
- Act as a feedback loop from partnerships to product and strategy teams.
- Represent the company at industry events and conferences.
- Coordinate partner onboarding regarding infosec, documentation, and training.
View Full Description & ApplyYou'll be redirected to the employer's site
