
51 - 200 employees
Founded 2022
🤖 Artificial Intelligence
💳 Fintech
🤝 B2B
Artificial Intelligence • Fintech • B2B
Insait is a vendor of a GenAI-based Digital Agent designed primarily for financial services. Its conversational AI platform acts as a 24/7 virtual banker that engages website visitors across channels, collects customer data, personalizes offers in real time based on business rules, drives conversions and meaningful outcomes (e. g. , appointments or account openings), and provides dashboards with chat histories and engagement analytics. The product is positioned to reduce operational costs, improve loan and product recommendation workflows, and integrate with existing user channels for banks and financial institutions.
🔥 19 hours ago
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51 - 200 employees
Founded 2022
🤖 Artificial Intelligence
💳 Fintech
🤝 B2B
Artificial Intelligence • Fintech • B2B
Insait is a vendor of a GenAI-based Digital Agent designed primarily for financial services. Its conversational AI platform acts as a 24/7 virtual banker that engages website visitors across channels, collects customer data, personalizes offers in real time based on business rules, drives conversions and meaningful outcomes (e. g. , appointments or account openings), and provides dashboards with chat histories and engagement analytics. The product is positioned to reduce operational costs, improve loan and product recommendation workflows, and integrate with existing user channels for banks and financial institutions.
• Own the full sales cycle across a defined North American territory • Target banks, community credit unions and financial institutions with $500 million–$20 billion in assets under management • Build and manage a self-sourced pipeline of mid-market and regional financial institutions across North America • Self-source the majority of pipeline, particularly in the first year • Run sales cycles from initial outreach through commercial close • Manage deals typically valued at $80k–$300k ARR • Develop deep knowledge of account data infrastructure, digital banking strategy, marketing function and stakeholders • Run product demonstrations translating predictive analytics and AI advisor capabilities into revenue and engagement outcomes • Work with the CEO and product team to provide market intelligence for roadmap and positioning decisions • Attend industry events to build presence and pipeline • Establish Insait's North American sales process, objection handling and playbook • Report directly to the CEO and participate in weekly leadership calls
• 5–9 years of B2B SaaS sales experience • At least 3 years selling to financial services institutions • Demonstrable track record of closing net-new logo business in the $80k–$300k ACV range • Experience selling a data, analytics, marketing technology or AI platform to a financial services buyer • Proven experience selling to CROs or other revenue leaders at financial institutions • Ability to build business cases around revenue growth, cross-sell and customer acquisition • Comfortable navigating multi-threaded deals involving IT, marketing, data and C-suite stakeholders • Experience at a startup with fewer than 100 employees • Experience building pipeline from scratch without a fully formed SDR team or extensive marketing support • North America-based • Established relationships in the US banking or credit union ecosystem preferred • Ability to build and progress pipeline without inbound or SDR support • Strong qualification skills • Ability to map accounts, identify economic buyers, champions and blockers, and build multi-threaded engagement strategies • Ability to structure deals, handle procurement friction and close effectively • Sufficient knowledge of data and AI concepts to run credible product demonstrations and handle technical objections • Ability to translate product capabilities into business outcomes • Competence with CRM, sales engagement tooling and pipeline management • Strong written, video-call and in-person communication skills • Resilience in enterprise fintech sales
• Direct access to the CEO • Meaningful input into product roadmap, pricing and go-to-market strategy • Commission plan that the hire helps design • Attendance at key industry events • Leadership team investment and access
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