Account Executive, Financial Institutions

Job Description

Job Description

Greenlight is the leading family fintech company on a mission to help parents raise financially smart kids. Our Commercial Team partners with over 100 banks and credit unions to deliver essential family banking tools. Greenlight’s B2B SaaS solution has become a key tool for financial institutions to grow and retain customers while also helping provide financial education to the communities they serve.

 

At Greenlight, we're here to make the day-to-day easier and futures brighter, so families can spend less time managing life, and more time living it. That's why we get out of bed every morning.

True to the company’s entrepreneurial roots, the partnerships team was created to find additional paths for customer acquisition and new revenue growth. This team has recently built an impactful portfolio of partnerships with leading brands such as JP Morgan Chase, Morgan Stanley, WaFd, Community Financial Credit Union and T-Mobile among others and the account executive will have the opportunity to help scale innovative partnerships with banks and credit unions.

 

Reporting to the Sales Director, this  Account Executive role will primarily be responsible for selling Greenlight’s tailored suite of products into B2B clients. We are looking for someone with strong critical thinking skills who can effectively communicate and work with internal and external teams to grow this B2B sales channel.

 

This role is perfect for a self-starter who can be resilient in pursuit of meeting goals. You should relish the opportunity to build new relationships and roll-up your sleeves to secure new partnerships. This team moves fast and is always hustling so you will need to be able to effortlessly navigate multiple projects/deals simultaneously. 

Work perks at Greenlight:

• Medical, dental, vision, and HSA match 
• Paid life insurance, AD&D, and disability benefits 
• Traditional 401k with company match and Roth IRA
• Unlimited PTO 
• Paid company holidays and pop-up bonus holidays 
• Professional development stipend
• Mental health resources  
• 1:1 financial planners
• Fertility healthcare
• 100% paid parental and caregiving leave, plus cleaning service and meals during your leave
• Flexible WFH, both remote and in-office opportunities
• Fully stocked kitchen, catered lunches, and occasional in-office happy hours
• Employee resource groups

Your day-to-day:

• Drive the entire sales lifecycle from effectively prospecting through to closing new partnership relationships
• Be a relationship builder who understands how to get to a decision maker while consistently being multi-threaded within an organization
• Relish the opportunity to take a test and learn approach to selling new products into partners that are heavily regulated
• Clearly communicate key concepts and be at ease presenting in front of key external stakeholders
• Identifying key stakeholders and decision makers within your assigned territory, understanding their needs, create urgency and demonstrate how Greenlight will help them achieve their goals 
• Prospect and build a pipeline within your assigned territory
• Build pricing proposals with crisp detail within the Greenlight guidelines
• Partner with our legal team on the negotiation and execution of contracts
• Collaborate with internal partner success, sales enablement and operations teams to seamlessly onboard new partners
• Collaborate with cross-functional teams within Greenlight to provide valuable market feedback and from prospects

What you’ll bring to the team:

• 3+ years quota carrying experience within a high-paced startup environment
• Experience building and maintaining significant business relationships with community banks and credit unions highly preferred
• Experience with SaaS companies and an understanding of their sales cycle challenges 
• Highly organized, with the ability to prioritize competing tasks and work in a fast paced environment
• Ability to create urgency and influence stakeholders and decision makers in the ever-changing financial landscape
• Strong analytical and communication skills with the ability to “think on your feet” in order to get things done
• Ability to stay agile and flexible in a changing environment 
• Team-player, coachable and always looking for the next growth opportunity

 

Not sure this one’s for you? Don’t count yourself out. Show us what you’ve got and we’ll reach out if there’s a great fit.

 

Location: We are currently prioritizing candidates who are based in the greater Boston, Massachusetts or Atlanta, Georgia area. 

Work perks at Greenlight:

• Medical, dental, vision, and HSA match 
• Paid life insurance, AD&D, and disability benefits 
• Traditional 401k with company match
• Unlimited PTO 
• Paid company holidays and pop-up bonus holidays 
• Professional development stipend
• Mental health resources  
• 1:1 financial planners
• Fertility healthcare
• 100% paid parental and caregiving leave, plus cleaning service and meals during your leave
• Flexible WFH, both remote and in-office opportunities
• Fully stocked kitchen, catered lunches, and occasional in-office happy hours
• Employee resource groups

Who we are:

It takes a talented team to aim for a mission like ours. We're looking for people who ask "is it bold enough?" People who bring their real selves to the table and push the people around them to do the same. We win by never hesitating to jump in, offer a hand, or share the credit, because we know we're stronger together than apart. And through all of it, the mission stays the thing we measure ourselves against: are we doing right by the families counting on us? If that sounds like your kind of team, we'd love for you to apply. 

Greenlight is an equal opportunity employer and will not discriminate against any employee or applicant based on age, race, color, national origin, gender, gender identity or expression, sexual orientation, religion, physical or mental disability, medical condition (including pregnancy, childbirth, or a medical condition related to pregnancy or childbirth), genetic information, marital status, veteran status, or any other characteristic protected by federal, state or local law.

Greenlight is committed to an inclusive work environment and interview experience. If you require reasonable accommodations to participate in our hiring process, please reach out to your recruiter directly or email View email address on ziprecruiter.com.

 

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.