
11 - 50 employees
🔌 API
💳 Fintech
💸 Finance
API • Fintech • Finance
Method Financial is a company that provides connectivity to consumer credit and liability accounts. It enables end-to-end refinance experiences, real-time account data access, and one-click checkout. Method offers APIs and SDKs for developers to integrate financial account connectivity, facilitating secure and instant links between users’ financial accounts without needing login credentials. The company focuses on transferring balances, initiating payments, and providing data for refinancing, debt management, and payment solutions across financial institutions. Method Financial is also recognized for its innovative solutions in the fintech industry, supported by significant venture funding and industry awards.
🕒 April 24
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11 - 50 employees
🔌 API
💳 Fintech
💸 Finance
API • Fintech • Finance
Method Financial is a company that provides connectivity to consumer credit and liability accounts. It enables end-to-end refinance experiences, real-time account data access, and one-click checkout. Method offers APIs and SDKs for developers to integrate financial account connectivity, facilitating secure and instant links between users’ financial accounts without needing login credentials. The company focuses on transferring balances, initiating payments, and providing data for refinancing, debt management, and payment solutions across financial institutions. Method Financial is also recognized for its innovative solutions in the fintech industry, supported by significant venture funding and industry awards.
• Build, develop, and lead a team of Account Executives across new business and strategic expansion • Support AEs as they execute deals across 20+ stakeholders while navigating multiple buying groups across lending, ops, product, engineering • Establish a strong coaching culture through structured 1:1s, deal reviews, and in-field engagement • Establish an executive selling motion across the team: translating API capabilities into tangible business value for executive stakeholders, driving multi-stakeholder account planning, and ensuring executive alignment across top accounts. • Drive operational rigor across pipeline management and forecasting, setting clear expectations around activity, coverage, and deal quality • Own the handoff and accountability model between AEs and Customer Success on install base expansion while minimizing revenue leakage. • Drive territory, account segmentation decisions, and GTM strategy in partnership with VP Sales • Work cross-functionally with CS, Product, and Leadership to surface deal patterns, escalate blockers, and ensure the team has the enablement needed to execute.
• 3+ years of first-line sales management experience with a track record of owning team quota and developing AE performance. • Background in enterprise or strategic sales; you've managed deals with large, complex buyers and know what it takes to get to executive alignment. • Experience in or selling into financial services; you understand the buying environment at lenders, fintechs, or large financial institutions. • Proven ability to run an enterprise expansion motion. You've grown installed accounts and know how to build account plans that actually move. • Startup-oriented: you build process from scratch, operate without complete infrastructure, and adapt quickly when the business shifts. • Managerial presence: you raise team output through coaching, not by taking over deals. The team gets better because of you, not dependent on you. • Low ego, high credibility; you are respected by AEs, trusted by leadership, and effective with senior external stakeholders. • Experience at an API-first or infrastructure-layer B2B company (Plaid, Stripe, Twilio, Datadog, or similar) • Experience hiring and developing high-performing teams. • Existing network in fintech or lending that accelerates pipeline.
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