Sales Executive （Fintech)

XTransfer; Ciudad de México; On-site; MXN 600,000 - 900,000; Full time

Job summary

XTransfer is seeking a Sales Executive (Fintech) on-site in Miguel Hidalgo, CMX, to drive SME growth through cross-border financial solutions. You will lead the full sales cycle, from lead generation to closing, while collaborating with product and operations to tailor offerings.

You will analyze client needs, present solutions clearly, build relationships, and maintain CRM records. Fluency in English and Spanish is required, with on-site work in Mexico City.

Qualifications

• Strong B2B sales and account management skills with lead generation, pipeline management and negotiation.
• Experience in fintech, cross-border payments, banking or financial services for SME needs.
• Excellent communication and presentation abilities to explain complex financial solutions.
• Proficiency in CRM tools and basic data analysis to forecast sales and engagement.

Responsibilities

• Identify prospective SME clients and manage the full sales cycle from lead to close.
• Collaborate with internal teams to tailor cross-border financial solutions.
• Maintain accurate CRM records and monitor client usage and satisfaction.
• Stay updated on fintech and regulatory trends to support long-term relationships.

Skills

Lead generation

Pipeline management

Negotiation

Account management

Communication

Presentation skills

CRM proficiency

Data analysis

Bilingual English/Spanish

Education

Bachelor’s degree in Business/Finance/Economics

Tools

CRM software

Job description

Company Description

XTransfer is a global fintech company providing one-stop cross-border financial and risk management services to small and medium-sized enterprises, helping them reduce the barriers and costs of international expansion. Founded in 2017 and headquartered in Shanghai, XTransfer operates branches across major markets including Hong Kong SAR, the United Kingdom, the Netherlands, the United States, Canada, Australia, Singapore, and multiple countries in Asia, Africa, and the Middle East. The company holds local payment licenses in key jurisdictions and serves more than 800,000 enterprise clients worldwide. By partnering with leading international banks and financial institutions, XTransfer has built a multi-currency settlement network and intelligent risk management infrastructure. This enables SMEs to access integrated solutions for foreign trade collections, risk management, and customer relationship management, at a service level comparable to multinational corporations.

Role Description

The Sales Executive (Fintech) is a full-time, on-site role based in Miguel Hidalgo, CMX, focused on driving growth by acquiring and managing SME clients seeking cross-border financial solutions. This role involves identifying prospective customers, conducting consultative sales meetings, and presenting XTransfer’s products and services in a clear, solutions-oriented manner. The Sales Executive will manage the entire sales cycle, including lead generation, qualification, proposal development, negotiation, and closing, while maintaining accurate records in the CRM system. Daily responsibilities include collaborating with internal teams to tailor solutions, monitoring client usage and satisfaction, and providing feedback to product and operations teams to improve offerings. The role also requires staying updated on fintech, cross-border payments, and regulatory trends to better advise clients and support long-term business relationships.

Qualifications

• Strong B2B sales and account management skills, including lead generation, pipeline management, and negotiation.
• Experience in fintech, cross-border payments, banking, or financial services, with a solid understanding of SME needs.
• Excellent communication and presentation abilities, with capacity to explain complex financial solutions in accessible terms.
• Proficiency in CRM tools and basic data analysis to track performance, forecast sales, and optimize client engagement.
• Ability to work on-site in Miguel Hidalgo, CMX, collaborate with cross-functional teams, and manage multiple priorities.
• Fluency in English and Spanish; additional language skills relevant to international trade are an advantage.
• Bachelor’s degree in Business, Finance, Economics, or a related field, or equivalent practical experience.
• Demonstrated customer-centric mindset, ethical conduct, and commitment to non-discriminatory, inclusive business practices.