What We're Looking For:

10+ years of enterprise sales experience, ideally in fintech or financial services, with a proven track record of selling complex solutions to large enterprise clients in the financial institution or benefits ecosystem
Demonstrated success managing complex sales cycles while balancing deal progression and conversion with top-of-funnel activity to maintain consistent pipeline growth
Strong understanding of the financial services landscape, including market dynamics, buyer needs, and competitive pressures
Established network of industry relationships with clients and stakeholders you have successfully engaged and worked with previously
Willingness to travel up to 50% for conferences, industry events, and client meetings
Experience building relationships with C-level executives and senior stakeholders across large organizations
Exceptional communication and presentation skills, with the ability to clearly articulate complex concepts and influence decision-makers
Strong operational discipline, including maintaining CRM hygiene, managing pipeline reporting, and independently creating high-quality decks and presentations to support sales conversations and internal updates.

Perks & Benefits:

Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees
401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals.
Work from anywhere: We're remote first with a home base in NY.
Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account.
Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies.
Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave.
Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays.
Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun!
Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always.

Originally posted on Himalayas