Sales Manager ​/ Head of Sales

Open role

San Francisco, CA (On-site)

• Develop and implement a sales strategy that targets our ideal customers (e.g., fintech startups, financial institutions launching new digital offerings, companies looking to embed financial services) and sets out a clear approach for outreach, follow‑up, and closing deals.
• Manage the full sales cycle for key opportunities – from prospecting (identifying leads via networking, industry events, inbound inquiries, etc.) to pitching Methodic’s value proposition, addressing objections, and negotiating contracts to closure.
• Work closely with the marketing team to cultivate a healthy pipeline of leads. Provide feedback on the quality of leads from different sources and collaborate on initiatives to improve lead generation (campaigns, content, events).
• Establish relationships with potential strategic partners or referral sources (e.g., venture accelerators, consultants in fintech) that can funnel opportunities to Methodic.
• For larger enterprise prospects, coordinate with the Technical Sales Engineer and potentially the CEO or CTO to ensure we handle all technical and executive‑level discussions effectively.
• Meet and exceed sales targets (revenue, number of new accounts, etc.), and provide regular forecasting and reporting on sales performance to the executive team.
• As we grow, recruit, train, and mentor a team of sales representatives or account executives. Set up sales processes and CRM practices to help the team operate efficiently and consistently.
• Stay on top of market trends and competitor moves to refine our sales messaging and identify new opportunities for growth or differentiation.

• 7+ years of experience in B2B software sales, with a track record of closing deals and hitting targets; experience selling SaaS solutions, especially in the fintech or financial software space, is a major plus.
• Exceptional communication and negotiation skills, with the ability to pitch complex technical solutions in terms of business value and ROI.
• Self‑driven and entrepreneurial – capable of building a sales function from scratch, which includes strategy, process, and rolling up your sleeves to do hands‑on selling.
• Strong network or networking skills in the fintech/startup ecosystem, enabling you to find leads and open doors that aren't obvious.
• Ability to handle long sales cycles typical of enterprise deals, as well as quicker SMB sign‑ups; you know how to tailor your approach to different client sizes and types.
• Experience in drafting and negotiating contracts (working with legal as needed) for software services.
• Leadership qualities – even if you’re a one‑person team initially, you should demonstrate ownership, inspire confidence, and be ready to mentor junior salespeople in the future.