Account Executive, Financial Institutions

ScribeUp Technologies, Inc.; New York (NY, CA); Hybrid; USD 120,000 - 190,000; Full time

Job summary

ScribeUp Technologies, Inc. is seeking an Account Executive for Financial Institutions to drive the full‑cycle sales process with credit unions, community banks, and regional banks.

You will generate and qualify opportunities, conduct compelling product demonstrations, and lead negotiations to contract close. Ideal candidates bring proven quota attainment, experience selling technology to financial institutions, and strong stakeholder management.

Qualifications

• Proven quota-carrying B2B sales experience to financial institutions (credit unions, community banks, regional banks).
• Direct experience selling technology to banks/fintech with end-to-end sales ownership.
• Banktech/digital-banking/fintech domain knowledge is a plus.
• Strong discovery, product demos and ability to close complex deals.

Responsibilities

• Own opportunities from qualification through contract close.
• Lead discovery conversations and product demonstrations.
• Navigate stakeholder complexity and build cross-functional relationships.
• Maintain CRM with disciplined pipeline and forecasting.
• Transition customers to Customer Success after signature.

Skills

Quota carrying sales

B2B sales

Credit unions experience

Digital banking fintech

Full-cycle sales

New-logo selling

Multi-stakeholder sales

Discovery and demos

Closing deals

Partner-sourced & self-sourced

Commercial judgment

Independent seller

Job description

About ScribeUp

ScribeUp is a Series A embedded fintech building AI-powered subscription and recurring bill management infrastructure for financial institutions.

In roughly 18 months, ScribeUp has grown from zero to 60+ signed financial institutions. The company recently raised a $10M Series A to accelerate the next stage of growth across Product, Engineering and Go-to-Market.

ScribeUp's technology sits directly inside financial-institution experiences and helps consumers understand and take action on their recurring financial lives. The platform combines recurring-payment and bill detection, transaction intelligence and agentic execution capabilities that can help consumers manage bills through actions such as cancellations, payment updates, bill savings & more.

ScribeUp is building teams in New York City and Los Angeles and operates in a highly collaborative environment.

The Role

We're hiring an Account Executive, Financial Institutions to own ScribeUp's traditional financial-institution sales motion. This role focuses primarily on credit unions, community banks and regional banks.

Unlike a completely greenfield enterprise sales role, ScribeUp already has a more established and repeatable motion in this market. Opportunities come from Growth, digital-banking and channel relationships, referrals, conferences and direct outbound.

The constraint today is not whether there is market interest. It is having enough experienced sales capacity to consistently work the opportunities in front of us.

You'll take qualified accounts from initial sales conversation through contract signature and then transition them to Customer Success.

What You'll Own

Full-Cycle Sales

• Own opportunities from qualification through contract close.
• Run strong discovery conversations.
• Lead product demonstrations.
• Understand customer needs and buying motivations.
• Maintain clear next steps and momentum throughout the process.
• Lead negotiation and commercial close.

Financial-Institution Selling

• Sell directly to credit unions, community banks and regional banks.
• Navigate the stakeholder complexity inside financial institutions.
• Build relationships across business, product, digital, technology and executive stakeholders.
• Understand how these institutions evaluate and purchase technology.
• Help buyers understand how ScribeUp fits within their existing digital-banking environment.

Pipeline

• Work opportunities generated by Growth.
• Work channel- and partner-sourced opportunities.
• Develop self-sourced pipeline where appropriate.
• Maintain disciplined CRM and opportunity management.
• Forecast accurately.
• Keep opportunities moving rather than allowing them to turn into passive relationships.

Partner-Sourced Opportunities

• Work effectively within referral and co-sell motions.
• Build relationships with relevant ecosystem partners.
• Coordinate with Channel Partnerships on warm introductions.
• Ensure partner-generated opportunities receive strong follow-through.

Internal Collaboration

• Partner with Product and technical teams when deeper customer questions arise.
• Bring in company leadership when appropriate without requiring executives to carry the sales process.
• Share meaningful customer and market feedback internally.
• Provide a clean handoff to Customer Success after signature.

What Good Looks Like

Success means:

• Qualified opportunities receive consistent and thoughtful follow-up.
• Every meaningful deal has clear stakeholders, next steps and ownership.
• Pipeline progresses more consistently.
• Forecasting becomes increasingly reliable.
• ScribeUp closes more financial institutions without requiring the CCO to personally carry every opportunity.
• Customers transition cleanly into the post-sale organization.

What We're Looking For

• Proven quota-carrying B2B sales experience.
• Direct experience selling technology to credit unions, community banks and/or regional banks.
• Banktech, digital-banking, fintech or closely adjacent experience.
• Full-cycle new-logo sales experience.
• Strong quota attainment.
• Experience managing multi-stakeholder sales processes.
• Strong discovery and demo skills.
• Experience closing rather than simply generating pipeline.
• Comfortable working partner-sourced and self-sourced opportunities.
• Strong commercial judgment.
• Ability to operate independently without a large sales-support organization.

Nice to Have

• Digital-banking ecosystem experience.
• Existing relationships across credit unions or regional banks.
• Familiarity with Q2, Alkami, Candescent, Jack Henry/Banno, Lumin or similar platforms.
• Embedded-fintech or API product experience.
• Experience at an early-stage company.

Why This Role Matters

ScribeUp already has a sales motion that works in this segment. The opportunity is to scale it. You'll directly increase the company's ability to turn existing demand and ecosystem relationships into new financial-institution customers.

Location

Flexible: Remote or Hybrid (New York City or Los Angeles)