FINBOA
SaaS • Banking • Fintech
FINBOA is a SaaS provider of compliance-first dispute management and back-office automation for community and regional banks and credit unions. The company offers automated solutions for Reg E dispute tracking, payment disputes, treasury onboarding, exception management, and digital process automation that integrate with digital banking systems to reduce processing time, write-offs, and compliance risk while enabling touchless or policy-driven decisioning.
Fintech Sales Executive – Automation Solutions
October 29
🌵 Arizona – Remote
🐊 Florida – Remote
+7 more states
💵 $75.1k - $80k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧑💼 Account Executive
FINBOA
SaaS • Banking • Fintech
FINBOA is a SaaS provider of compliance-first dispute management and back-office automation for community and regional banks and credit unions. The company offers automated solutions for Reg E dispute tracking, payment disputes, treasury onboarding, exception management, and digital process automation that integrate with digital banking systems to reduce processing time, write-offs, and compliance risk while enabling touchless or policy-driven decisioning.
📋 Description
• Sell back-office automation solutions to community and regional banks and credit unions from $1B to $100B in assets • Self-generate leads and develop relationships with C-level and EVP-level executives • Drive new business from lead generation to close • Collaborate effectively with internal resources for smooth transition from sales to implementation • Write proposals and produce financial projections
🎯 Requirements
• 100% quota attainment in related sales positions for 3+ years • Experience selling SaaS solutions to financial institutions • Must be able to self-generate leads and develop relationships with C-level, EVP-level executives and operations personnel (practitioners) across the financial services industry • Expertise in payments risk (i.e. across cards, ACH, wires, P2P), compliance, digital transformation and automation is a plus • Discipline to drive new business from lead generation to close, leveraging sales skills, contacts and banking industry expertise to achieve or exceed sales targets • Ability to qualify in and out of opportunities with desire to continuously improve based on wins and losses • Ability to assess prospects’ critical business issues, desired outcomes and expected impacts to effectively align FINBOA’s solutions to needs • Ability to demonstrate FINBOA’s SaaS solutions to prospects • Effective collaboration with internal resources and prospects to ensure smooth transition from sales to implementations is required • Excellent written and verbal skills with ability to articulate FINBOA’s value proposition through any interaction (i.e. phone, video, in-person, social media) • Ability to write proposals, produce financial projections and leverage FINBOA’s CRM system for accurate pipeline reporting in line with FINBOA’s sales and delivery cycle
🏖️ Benefits
• IRA Matching • IRA Bonus based on performance • Competitive salary • Dental insurance • Health insurance • Opportunity for advancement • Paid time off • Training & development • Vision insurance • Wellness resources
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