
Fintech • Banking • Automation
SMA Technologies is a leading provider of automation solutions specifically designed for the financial services sector, facilitating the integration and orchestration of critical workflows for banks and credit unions. Their flagship product, OpCon, offers comprehensive capabilities such as workload automation, robotic process automation, and intelligent document processing to enhance operational efficiency and improve compliance management. By leveraging these innovative solutions, SMA Technologies empowers organizations to reduce manual tasks and streamline their operations, ultimately accelerating their digital transformation and business growth.
51 - 200 employees
Founded 1980
💳 Fintech
🏦 Banking
💰 Private Equity Round on 2022-09
April 3

Fintech • Banking • Automation
SMA Technologies is a leading provider of automation solutions specifically designed for the financial services sector, facilitating the integration and orchestration of critical workflows for banks and credit unions. Their flagship product, OpCon, offers comprehensive capabilities such as workload automation, robotic process automation, and intelligent document processing to enhance operational efficiency and improve compliance management. By leveraging these innovative solutions, SMA Technologies empowers organizations to reduce manual tasks and streamline their operations, ultimately accelerating their digital transformation and business growth.
51 - 200 employees
Founded 1980
💳 Fintech
🏦 Banking
💰 Private Equity Round on 2022-09
• Founded in 1980, SMA Technologies provides software and services that automate IT processes. • The Account Executive drives sales by managing and growing new client relationships. • Responsible for the entire sales cycle from opportunity qualification to closing, including discovery and proposal development. • Partner with Product, Marketing, BDRs and Pre-Sales to deliver customer value and refine offerings. • Take ownership of territory and collaborate with team members to uncover customer needs. • Establish a strong list of prospects and drive sales pipeline progression. • Analyze performance metrics to improve deal velocity and increase win rates.
• Trusted advisor to customers and colleagues: Establish domain expertise by learning our industry and conducting deep discovery calls; practice solution/consultative selling techniques. • Sales closing skills: Understand the need to move an opportunity forward; ask the right questions and listen for buying signals. • Customer-First Mindset: Quickly ramp up to become a go-to resource on our product and customer opportunities. • Strong CRM and Forecasting Discipline: Document activity for accurate book of business forecasting. • A Great Teammate: Share feedback proactively and work collaboratively with sales, marketing, and product teams. • Accountable: Own your mistakes and commit to deadlines, going the extra mile to deliver results.
• A remote first environment • Work from wherever you are comfortable in the contiguous U.S. • SMA will provide all the gear you need to be successful in your role, including your choice of Mac or Dell Laptop, $100/month phone + internet reimbursement, monitors, gear to get yourself started, plus a one-time $250 stipend to purchase any extras • 100% Company paid health, dental and vision insurance for you and your immediate family on our competitive HSA plan offering. • SMA also contributes $1,800 per year into an HSA account for you to spend on qualifying healthcare costs • 100% company paid LTD, AD&D and basic life insurance for you • Flexible PTO (similar to unlimited PTO) and flexible working hours to accommodate a great work/life balance • 11 Paid Holidays • Quarterly Wellness Day to recharge in whatever way you need. • $2,500 Annual Professional Development stipend to help you continue to enhance your skills
Apply NowApril 3
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