Strategic Banking Relationship Manager

Brex; San Francisco (CA); On-site; USD 144,000 - 175,000; Full time

Job summary

A leading fintech company seeks a Banking Specialist to upsell business account products and partner with executives to drive revenue growth. Ideal candidates are expected to have at least 3 years of outbound sales experience in financial services. Responsibilities include managing accounts, developing strategic plans, and engaging with customers during the sales cycle. The role offers competitive compensation, including a base salary and commissions.

Qualifications

• 3+ years of outbound sales experience in financial services, fintech, or with early stage companies.
• Active Series 7 & 63/65 license or able to be re-activated.
• Proven track record of hitting and exceeding quotas.

Responsibilities

• Work with existing customers to upsell business account products.
• Manage accounts and engage with businesses throughout the sales cycle.
• Develop strategic plans to drive product adoption and revenue growth.

Skills

Outbound sales experience

Excellent communication skills

Strategic account management

Education

B.A or B.S degree from a 4-year university

Job description

A leading fintech company seeks a Banking Specialist to upsell business account products and partner with executives to drive revenue growth. Ideal candidates are expected to have at least 3 years of outbound sales experience in financial services. Responsibilities include managing accounts, developing strategic plans, and engaging with customers during the sales cycle. The role offers competitive compensation, including a base salary and commissions.