Vice President leading M&A and capital raising transactions at KeyBanc Capital Markets. Managing client relationships and supporting business development efforts in investment banking.
About the role
- Sales Executive responsible for generating new clients in financial services with a focus on SaaS solutions. Engaging with banks, fintechs, and insurance companies to drive relationship growth and sales.
Responsibilities
- Prospect, qualify and develop new business opportunities within companies in the financial services sector.
- Act in a Hunter capacity with a strong focus on active outreach, pipeline generation and opening new accounts.
- Lead meetings, presentations and product demonstrations, highlighting benefits related to credit, risk, compliance, KYC, fraud prevention and market intelligence.
- Build and maintain strong relationships with executives, managers and strategic decision-makers.
- Drive negotiations, prepare commercial proposals and close contracts, ensuring achievement and overachievement of sales targets.
- Work collaboratively with Marketing, Product and Customer Success teams to ensure the best customer experience.
- Keep the CRM up to date with pipeline, forecasts and customer interactions.
- Monitor industry trends, regulations and challenges in the financial sector.
Requirements
- Minimum of 5 years' experience in B2B sales with a Hunter profile, preferably in SaaS, technology or data solutions.
- Experience or knowledge of the financial services sector (banks, fintechs, lending/credit, risk, compliance, insurance or payments).
- Proven track record of meeting or exceeding sales targets.
- Excellent communication, negotiation and presentation skills.
- Ability to manage consultative sales cycles involving multiple stakeholders.
- Experience with CRM tools (e.g., Salesforce).
- Networking within the financial ecosystem is considered a plus.
Benefits
- Equal employment opportunity
- Prohibits discrimination and harassment of any kind
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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