Top Fintech Sales Jobs in CO

Grow and manage relationships with affluent customers by delivering multi-product banking, credit, investment and lending solutions. Acquire new clients, maintain a book-of-business, coordinate with internal partners, champion digital adoption, ensure accurate documentation, and meet licensing and compliance requirements.

The role involves sourcing new business for 1031 QI services, building client relationships, and facilitating tax-deferred exchanges while working independently and leveraging industry knowledge for client satisfaction.

High-velocity SMB Account Executive selling Homebot's SaaS platform to mortgage, real estate, and insurance partners. Responsibilities include 100+ outbound dials/day, 3+ meetings/day, product demos, pipeline management, closing deals to meet quota, collaborating with marketing and sales leadership, and mentoring new AEs. Use CRM and sales engagement tools to drive predictable revenue and referral relationships.

The ActiveDisclosure Solutions Engineer demonstrates the ActiveDisclosure platform to clients, aligning their needs with the solution, and providing consultative guidance by leveraging financial expertise.

The Manager, Sales Architect leads the Sales Architect team, qualifying prospects, managing project handoffs, and designing solutions for technology sales.

Owner of end-to-end client relationships and new business origination for RIAs; manage pipeline and CRM, drive product adoption, share client feedback cross-functionally, develop growth strategies, and travel to clients and conferences (under 50%).

Own end-to-end enterprise sales to top US banks: build relationships, conduct discovery, craft solutions, manage multi-threaded sales cycles, lead negotiations, and close deals while collaborating cross-functionally.

Lead the US Accountant & Bookkeeping Partner Channel for Enterprise: define strategy, scale and coach partner success and payments teams, drive retention, expansion, and multi-product adoption (Xero, Melio, Syft), establish sales-led motions and CRM forecasting, and align cross-functionally to grow revenue and partner value.

Sell and advise members on Life, Home, and Auto insurance via phone, email, text, and chat. Manage leads and sales pipeline, run the sales lifecycle from intake to fulfillment, identify cross-sell opportunities, and help build Protect's operational processes while collaborating with cross-functional teams.

Drive high-volume outbound re-engagement of paid-in-full merchants to generate new funding opportunities. Use CRM (Salesforce) and auto-dialer tools, analyze performance metrics, mentor junior reps, collaborate with cross-functional teams, pilot beta technologies, and meet strict activity, conversion, and quota targets.