Top Fintech Sales Jobs in CO

Build customer relationships in a branch setting by understanding financial needs, recommending banking products and services, opening accounts, processing transactions, supporting credit applications, and making referrals. The role combines customer service, sales outreach, cash handling, digital banking assistance, regulatory compliance, risk awareness, and collaboration with branch specialists. Saturday availability and SAFE registration are required.

Build customer relationships, understand financial needs, recommend banking products and services, support account openings and credit applications, process cash transactions, conduct outreach, and provide compliant branch service. The role collaborates with branch teammates, uses digital banking tools, identifies referrals, follows risk controls, and flexes between teller and personal banking activities. Saturday availability and SAFE registration are required.

Build and manage relationships with affluent consumer and business customers through discovery-driven consultations, proactive outreach, referrals, and comprehensive guidance across deposits, lending, investments, and banking services. The role owns a book of business, coordinates with Wealth, Home Lending, and Business Banking partners, promotes digital adoption, supports branch colleagues, and ensures risk, compliance, documentation, and licensing standards are met.

Sell commercial insurance to small business customers through inbound and outbound calls. Responsibilities include qualifying prospects, setting appointments, maintaining lead systems, understanding customer needs, partnering with underwriting, presenting policies, closing deals, and building customer relationships. The role is remote within the United States and requires strong communication, coordination, adaptability, and problem-solving skills.

Leads pricing advisory and sales operations for B2B SaaS, including deal structuring, commercial strategy, value-based pricing, financial modeling, price book management, enablement, and pricing optimization. Partners cross-functionally with Sales, Product, Marketing, Finance, Deal Desk, and Legal to improve commercial processes, pricing decisions, and sales productivity.

Own segmentation, book-of-business design, quota setting, and headcount capacity planning across multiple sales motions. Build defensible quantitative models, maintain account assignment and routing logic, manage quota administration, and partner with GTM leaders, Finance, Sales Compensation, and Operations. The role requires recurring planning processes, scenario modeling, clear documentation, and confident communication of methodology, tradeoffs, and risks.

Provides virtual wealth-management advice to mass-affluent clients through phone and video consultations. Analyzes client finances, recommends investment strategies and insurance products, develops client relationships, grows assets under management, acquires and retains clients, achieves sales goals, and maintains regulatory and company compliance while partnering with branch personnel.

Provides virtual wealth advisory services to mass-affluent clients by assessing financial needs, recommending investment and insurance products, acquiring and retaining clients, growing assets, developing branch relationships, and meeting sales goals. The role delivers personalized strategies through phone and video while maintaining regulatory and organizational compliance.

Supports client-facing and administrative sales activities, prospects investment banking professionals, develops client relationships, conducts discovery calls, communicates DFIN’s value proposition, maintains sales pipelines and forecasts, meets activity KPIs, and manages account information in Salesforce CRM.

Prospect local restaurants, manage the full sales cycle, conduct product demonstrations, develop customized solutions, and close new business. The Account Executive builds relationships with restaurateurs, positions Toast against competitors, uses Salesforce to manage sales activities, and partners cross-functionally to ensure successful delivery. This field-based role requires local territory presence, reliable transportation, strong communication and negotiation skills, and a record of achieving sales goals.

Leads strategic relationships with approximately 20 private equity clients, portfolio companies, and broker partners across multiple U.S. regions. Drives submissions, new business, cross-selling, client retention, marketing initiatives, and broker engagement across Liberty Mutual’s product lines. Serves as the primary escalation point, coordinates cross-enterprise resources, develops new relationships, and supports regional growth. Requires extensive insurance industry and underwriting experience, senior brokerage relationships, business development expertise, and approximately 25% travel.

Conduct high-volume outbound prospecting through cold calls and emails to e-commerce and Shopify merchants. Research accounts, tailor messaging, qualify prospects, book meetings, maintain accurate CRM activity, test outreach strategies, share market feedback, and meet pipeline targets. The role offers coaching and a performance-based path to Account Executive.

Lead four Account Executives selling platform partnerships to ISVs and SaaS providers. Define the ISV go-to-market strategy, manage complex negotiations, oversee opportunities from creation through launch and activation, improve prospecting and forecasting, and represent partner insights in commercial and product decisions. Responsibilities include coaching, hiring, talent planning, performance management, executive relationship building, and driving revenue growth across the platform ecosystem.