Sales Executive

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.

SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to 1,600 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms.

SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company.

**Our corporate offices are in Dublin, CA and we offer a hybrid work environment with some days at the corporate office and some days working from home. We are also open to remote candidates who can periodically travel to the office for in-person meetings.

SavvyMoney is seeking an energetic, strategic, and results-oriented Sales Executive to join our high-performing New Sales Team. In this role, you will be instrumental in driving the growth of SavvyMoney by identifying opportunities, showcasing our platform’s value, and building lasting relationships with prospects.

We are looking for a professional who thrives on exceeding sales goals, embraces collaboration, and is passionate about revolutionizing the financial experience for consumers through partnerships with financial institutions.

Key Responsibilities -

Opportunity Identification and Strategy:

• Proactively identify and pursue new sales opportunities aligned with company objectives.

• Partner with SavvyMoney’s Strategic Partner team to target top prospects and execute effective engagement strategies.

• Conduct market research to stay ahead of industry trends and prospect needs.

Sales Demos and Consultative Selling:

• Deliver compelling, personalized demonstrations of SavvyMoney’s platform.

• Engage prospects to understand their specific pain points and needs.

• Position SavvyMoney's solutions as the best fit to address their challenges and achieve their goals.

Relationship Building and Pipeline Management:

• 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.

Quota Achievement and Reporting:

• Consistently meet or exceed personal and team sales goals.

• Leverage Salesforce data to analyze performance, identify areas for improvement, and optimize sales strategies.

• Regularly report pipeline health and KPIs to sales leadership.

What We’re Looking For -

Skills and Experience:

• 5+ years 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 how they integrate with front-end digital experiences.

• Exceptional communication, presentation, and negotiation skills.

• Proficiency with Salesforce or similar CRM tools.

• Demonstrated ability to work independently and collaboratively in a fast-paced environment.

Qualities That Set You Apart:

• 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.

Base Salary

The Annual Base salary for this position will be between $95,000.00 and $110,000.00 based upon experience, plus quarterly commission.

Additionally we provide

• 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

• 401k matching contribution

• Beautiful California East Bay offices in Dublin, CA

SavvyMoney’s EEO Statement

SavvyMoney 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. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer.

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