
201 - 500 employees
Founded 1991
💳 Fintech
☁️ SaaS
🤝 B2B
🔥 Funding within the last year
💰 $17M Series A on 2025-12
Fintech • SaaS • B2B
Fintech is a B2B SaaS company that provides EDI-powered invoice automation, payment processing, and inventory/scan-based trading solutions primarily for retail, hospitality, and alcohol distributors/suppliers. Its PaymentSource® platform captures, standardizes, GL-codes, and pays invoices (including regulated alcohol invoices), syncs clean invoice data to back-office systems, and offers AR automation, CRM and POS scan data insights. Fintech also provides a cloud-based partner hub for inventory visibility, SKU- and store-level analytics, and integrations (EDI, APIs, CSV) with over 1,200 managed connections. The company emphasizes automating procure-to-pay workflows, protecting margins with up-to-date product catalogs, and delivering spend reports and compliance references; it serves hundreds of thousands of businesses and processes tens of millions of invoices annually.
🔥 2 minutes ago
Where this job comes from
Posted on Fintech's careers page, not through a job board
First seen by Remote Rocketship 2 minutes ago

201 - 500 employees
Founded 1991
💳 Fintech
☁️ SaaS
🤝 B2B
🔥 Funding within the last year
💰 $17M Series A on 2025-12
Fintech • SaaS • B2B
Fintech is a B2B SaaS company that provides EDI-powered invoice automation, payment processing, and inventory/scan-based trading solutions primarily for retail, hospitality, and alcohol distributors/suppliers. Its PaymentSource® platform captures, standardizes, GL-codes, and pays invoices (including regulated alcohol invoices), syncs clean invoice data to back-office systems, and offers AR automation, CRM and POS scan data insights. Fintech also provides a cloud-based partner hub for inventory visibility, SKU- and store-level analytics, and integrations (EDI, APIs, CSV) with over 1,200 managed connections. The company emphasizes automating procure-to-pay workflows, protecting margins with up-to-date product catalogs, and delivering spend reports and compliance references; it serves hundreds of thousands of businesses and processes tens of millions of invoices annually.
• Identify and target prospective customers within key industry verticals • Develop and manage a pipeline of qualified leads through outbound prospecting, marketing-generated leads, referrals, and industry events • Conduct discovery calls and product presentations to uncover customer needs and align Fintech solutions • Own the full sales cycle from prospecting through closing, including lead qualification, proposal development, contract negotiation, and onboarding handoff • Meet or exceed quarterly and annual new customer acquisition goals • Maintain accurate prospect interaction and pipeline activity records using CRM tools • Monitor industry trends, market conditions, and the competitive landscape • Research prospect business models, decision-making structures, and strategic initiatives • Collaborate with Marketing, Sales Enablement, Customer Success, and Product teams • Coordinate with implementation and account management teams for smooth customer transitions • Provide post-sale documentation and expectations to internal stakeholders • Provide pipeline updates, forecasts, and business insights to management • Track outreach, conversion rates, sales velocity, and deal size KPIs • Provide market and product feedback to influence go-to-market strategies
• Associate’s Degree • Strong relationship-building skills required • Sales experience preferred, preferably in retail industry • Excellent communication skills – both verbal and written • Ability to interact with prospects and current customers in a professional and friendly manner • Must be able to explain technical instructions in a user-friendly manner • Ability to interact and communicate with internal staff in a timely and effective manner • Proficient in Word, Excel, PowerPoint, and Outlook • Experience with a customer relationship management (CRM) software application; Salesforce preferred but not required • Ability to perform online presentations and demos • Comfortable speaking in public forums • Detail-oriented with excellent organizational skills • Excellent follow-up skills • Proven ability to work independently as well as part of a team • Some travel required
• Some travel required
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