Sales Executive; Dublin, CA or Remote

To be considered for this position: candidates must be legally authorized to work in the United States on a full‑time basis without the need for employer sponsorship now or in the future.

Savvy Money is a fintech company that provides integrated credit score and personal finance solutions to bank and credit union partners across the United States. We partner with more than 40 digital banking platforms to deliver value to our clients.

We are seeking an energetic, strategic, and results‑oriented Sales Executive to join our high‑performing New Sales Team. In this role you will drive growth by identifying opportunities, showcasing our platform’s value, and building lasting relationships with prospects.

• Proactively identify and pursue new sales opportunities aligned with company objectives.
• Partner with the Strategic Partner team to target top prospects and execute engagement strategies.
• Conduct market research to stay ahead of industry trends and prospect needs.
• Deliver compelling, personalized demonstrations of the Savvy Money platform.
• Engage prospects to understand their specific pain points and needs.
• Position Savvy Money’s solutions as the best fit to address their challenges and help them achieve their goals.
• Build and maintain strong relationships with prospects, decision‑makers, and key stakeholders.
• Develop and implement follow‑up strategies to nurture leads and move them through the sales funnel.
• Maintain accurate and up‑to‑date records in Salesforce, tracking all interactions and opportunities.
• Consistently meet or exceed personal and team sales goals.
• Analyze Salesforce data to identify areas for improvement and optimize sales strategies.
• Regularly report pipeline health and KPIs to sales leadership.

• 5+ years of experience in B2B sales, preferably in fintech, SaaS, or financial services.
• Strong track record of meeting and exceeding sales quotas.
• Experience in selling account opening solutions and related digital banking products.
• Working knowledge of core banking systems and their integration with front‑end digital experiences.
• Exceptional communication, presentation, and negotiation skills.
• Proficiency with Salesforce or similar CRM tools.
• Ability to work independently and collaboratively in a fast‑paced environment.

• Passionate about fintech and transforming the financial experience for consumers.
• Resourceful and adaptable, with a growth mindset.
• Eager to contribute to a positive, innovative, and collaborative team culture.

The annual base salary for this position will be between $95,000.00 and $ based upon experience, plus quarterly commission.

• Equity Compensation Package
• Flexible Time Off (FTO) – take time off as needed to rest and recharge.
• Medical, Dental, Vision – 100% premium paid for employee
• Disability / Life Insurance
• Opportunity for learning and career growth with a top Bay Area technology company
• Reimbursement for remote work setup
• Monthly stipend for phone and internet
• Team building events, culture activities, all‑hands events
• Paid time off to volunteer and serve the community
• Half‑day Fridays
• 401(k) matching contribution
• Beautiful California East Bay offices in Dublin, CA

Savvy Money relies on diversity of culture and thought to deliver on our goal of creative people, practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law.

Savvy Money is proud to be an Equal Employment Opportunity / Affluent Action Employer.

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