Top Fintech Sales Jobs in CO

Build customer relationships in a branch setting by identifying banking needs, recommending products and services, opening accounts, processing transactions, supporting credit applications, and making referrals. The role combines customer service, sales growth, cash handling, digital banking guidance, compliance, and risk awareness. Employees collaborate with branch teammates and must work Saturdays.

Manages and grows relationships with affluent consumer and business banking customers. Provides discovery-based guidance across deposits, lending, investments, credit, and other banking products; manages a book of business; acquires and retains customers; coordinates referrals with Wealth, Home Lending, and Business Banking; promotes digital banking; supports branch colleagues; and maintains strong documentation, risk controls, regulatory compliance, and customer service.

Lead a branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop staff, drive performance through disciplined execution, manage operational risk and compliance, partner with internal sales, promote digital banking, and complete required Branch Manager readiness training prior to placement.

Develop and manage a branch-based wealth management practice by conducting client discoveries, creating tailored financial plans, driving new business development and referrals, conducting proactive outreach, and coordinating with internal specialists for investment, insurance, estate, and financial planning services.

Manages a portfolio of 325–350 small business customers, builds relationships, conducts discovery and sales calls, and recommends lending, deposit, cash management, merchant, payroll, and wealth solutions. Assesses customer needs, coordinates with internal partners and underwriting, generates new loan and deposit business, maintains Salesforce reporting, supports customer service, and ensures compliance. This is an office-based virtual-channel role requiring daily attendance at a Citizens location.

Serves as the primary executive for approximately 20 private equity clients and their portfolio companies while managing strategic broker relationships across multiple U.S. regions. Drives submissions, new business, cross-selling, client and broker marketing initiatives, and relationship expansion. Coordinates Liberty Mutual’s product segments, communicates underwriting appetite, resolves escalations, and develops growth opportunities. The role requires extensive insurance industry and underwriting experience, senior brokerage relationships, business development capability, leadership, and approximately 25% travel.

Generate demand for SaaS platform solutions through outbound phone, email, and social outreach. Research prospective accounting and bookkeeping partners, identify decision-makers, qualify leads, maintain Salesforce pipeline records, and collaborate with Account Executives and partner services to develop revenue opportunities and improve channel performance.

Manage inbound homeowner leads through the full sales cycle for Hometap's home equity investment product. Serve as primary contact from first call to close, maintain a high-volume pipeline in Salesforce and internal systems, coordinate with underwriting and processing teams, meet monthly and quarterly sales targets, and ensure compliant, empathetic communication throughout the application process.

Sell Motive's fleet management platform to large enterprise prospects across industries. Prospect, develop executive relationships, win RFPs, coordinate technical resources, meet revenue quotas, and use customer analytics to drive expansion and integrations.

Manage and grow a portfolio of strategic accounting firm partners for Gusto Pro. Responsibilities include account planning, QBRs, partner acquisition, renewals, upsells, contract negotiation, enablement, product adoption, executive relationship management, pipeline reporting, and cross-functional product feedback. The role requires frequent partner engagement, AI-enabled workflows, CRM and sales software experience, and travel to partner meetings and industry events.

Designs scalable merchant solutions for Affirm’s enterprise customers by leading technical discovery, architecting integrations, supporting pre-sales activities, developing demos, and advising sales, engineering, and product teams. The role serves as a trusted technical advisor, influences product priorities through customer feedback, creates reusable enablement materials, and supports complex e-commerce, checkout, payment, and point-of-sale implementations.

Serve as a senior fraud subject-matter expert and trusted advisor to prospective financial-services customers. Lead discovery, executive briefings, workshops, and consultative sales engagements; recommend how identity and fraud solutions integrate with existing workflows, technology, controls, and operating models. Translate customer needs into actionable product and implementation guidance, partner cross-functionally on solution design and roadmap priorities, communicate emerging fraud trends, and represent the company at industry forums.

Source and close complex, multi-location retail technology deals across grocery, liquor, and convenience operators. Build pipeline, conduct executive discovery, demonstrate platform value, structure and negotiate deals, manage lengthy buying cycles, and ensure implementation handoffs. The role also develops repeatable sales processes, partners cross-functionally on product and commercial gaps, maintains Salesforce pipeline discipline, and represents retailer needs in product decisions.