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Fintech Solutions Associate
Location
United States
Posted
2 days ago
Salary
Not specified
No structured requirement data.
Job Description
Role Description
This role offers the opportunity to work at the intersection of financial technology and business growth, helping SMB and Mid-Market corporate clients optimize payments, capital solutions, and financial operations. As a Fintech Solutions Associate, you will act in a consultative, sales-support capacity, partnering with account teams to identify opportunities, progress deals, and drive adoption of fintech products. You will engage with clients through demos, proposals, and value-based discussions, providing insights that improve operational efficiency and unlock revenue growth. This position is ideal for someone who thrives in a fast-paced, data-driven environment, enjoys working collaboratively, and is motivated to make a tangible impact on customer success. Your contributions will influence both customer outcomes and company revenue metrics.
- Drive net-new and backbook fintech sales across SMB and Mid-Market corporate accounts, owning key revenue metrics such as attach rate, pipeline contribution, and quota attainment.
- Prospect, qualify, and progress opportunities while acting as the primary early-cycle engagement driver.
- Partner with Account Executives, Customer Success, Fintech Specialists, and Sales Engineers to identify whitespace and accelerate product adoption.
- Conduct product walkthroughs, deliver tailored demos, and lead value-based discussions showcasing how fintech solutions enhance operations and cash flow.
- Maintain Salesforce CRM accuracy, including opportunity creation, stage updates, forecasting, and deal documentation for full pipeline visibility.
- Prepare customer-ready proposals, collateral, and materials to support deal progression and maximize attach outcomes.
- Analyze adoption, attach rates, and pipeline performance to inform strategic outreach and optimize engagement.
- Support marketing initiatives, webinars, and campaigns designed to accelerate conversion and fintech adoption.
Qualifications
- 1–2 years of experience in sales coordination, inside sales, or SaaS sales support, ideally in fintech or payments.
- Strong proficiency with CRM systems, preferably Salesforce, with the ability to manage leads, track opportunities, and generate actionable reports.
- Excellent communication, organization, and follow-through skills to manage multiple accounts and stakeholders simultaneously.
- Data-driven mindset with the ability to analyze performance metrics and translate insights into sales strategies.
- Genuine interest in financial technology, digital payments, and helping businesses grow through fintech solutions.
- Self-motivated, collaborative, and adaptable in a fast-paced, client-focused environment.
Benefits
- Competitive base salary with performance-based bonus potential.
- Flexible work arrangements supporting work-life balance and autonomy.
- Comprehensive health and wellness benefits, including medical, dental, and vision coverage, FSA/HSA options, and telehealth access.
- Career growth and professional development opportunities, including onboarding programs and leadership training.
- Access to holistic support services such as parental leave, fertility and adoption assistance, legal and financial planning resources.
- Inclusive and diverse work environment celebrating individuality and collaboration.
Job Requirements
- 1–2 years of experience in sales coordination, inside sales, or SaaS sales support, ideally in fintech or payments.
- Strong proficiency with CRM systems, preferably Salesforce, with the ability to manage leads, track opportunities, and generate actionable reports.
- Excellent communication, organization, and follow-through skills to manage multiple accounts and stakeholders simultaneously.
- Data-driven mindset with the ability to analyze performance metrics and translate insights into sales strategies.
- Genuine interest in financial technology, digital payments, and helping businesses grow through fintech solutions.
- Self-motivated, collaborative, and adaptable in a fast-paced, client-focused environment.
Benefits
- Competitive base salary with performance-based bonus potential.
- Flexible work arrangements supporting work-life balance and autonomy.
- Comprehensive health and wellness benefits, including medical, dental, and vision coverage, FSA/HSA options, and telehealth access.
- Career growth and professional development opportunities, including onboarding programs and leadership training.
- Access to holistic support services such as parental leave, fertility and adoption assistance, legal and financial planning resources.
- Inclusive and diverse work environment celebrating individuality and collaboration.
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