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Top Fintech Sales Jobs in CO
Fintech • HR Tech
Handle high-volume inbound calls, chats, and emails to qualify and advise small business customers, maintain accurate Salesforce records, support onboarding, exercise solutions selling, and use AI-powered workflows to improve processes and customer outcomes.
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Ai ToolsSalesforce
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Fintech • HR Tech
The role involves developing insights and solutions to enhance productivity for sales teams, driving AI strategies, optimizing processes, and providing operational support while collaborating across teams.
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Ai ToolsExcelGoogle SheetsLookerSalesforceTableau
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Fintech • HR Tech
Early-career sales or onboarding role handling high-volume inbound calls, chats, and emails plus some outbound outreach. Advise small businesses on product selection, guide onboarding for successful adoption, use consultative selling, maintain Salesforce/CRM records, and meet performance goals.
Top Skills:
CRMSalesforce
Edtech • Fintech • Sports
The role involves prospecting, relationship-building, and securing sales commitments, primarily targeting schools and community teams. Independents will work remotely to develop partnerships and hand off to account managers post-sale.
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Fintech • Financial Services
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.
Top Skills:
Ai LoggingAuto-DialerSalesforce
Fintech • Real Estate • Software • Financial Services • PropTech
Manage inbound homeowner leads through the full sales cycle for Hometaps home equity investment: educate, guide applications to close, coordinate with internal teams, maintain high-volume calls and pipeline in Salesforce and proprietary systems, meet sales targets, and ensure regulatory compliance and excellent homeowner experience.
Top Skills:
Hometap Proprietary HubSalesforce
Fintech • Real Estate • Software • Financial Services • PropTech
Manage inbound homeowner leads through the full sales cycle for Hometap's home equity investment: qualify and educate homeowners, maintain pipeline in Salesforce and Hometap's Hub, coordinate with internal teams, collect documentation, close deals, and meet monthly and quarterly sales targets while ensuring regulatory compliance.
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Hometap HubSalesforce
Fintech • Real Estate • Software • Financial Services • PropTech
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.
Top Skills:
Hometap Proprietary HubSalesforce
Fintech • Financial Services
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%).
Top Skills:
CRM
Cloud • Fintech • Food • Information Technology • Software • Hospitality
The Retail Account Executive will prospect and sign new accounts in convenience stores and grocery sectors, manage sales cycles, and collaborate with various teams. They will utilize a consultative approach to develop tailored solutions for clients and leverage Salesforce for sales activity management.
Top Skills:
Salesforce
Cloud • Fintech • Food • Information Technology • Software • Hospitality
As a Retail Account Executive, you will prospect and sign up new accounts in retail, providing customized POS solutions and managing the sales cycle.
Top Skills:
PosSalesforce
Cloud • Fintech • Food • Information Technology • Software • Hospitality
Lead and grow a team of 6-8 Territory Account Executives focused on Thai & Asian restaurants. Coach reps (in Thai) on discovery, demos, and closing; optimize market funnels; gather frontline feedback for leadership; partner cross-functionally to ensure delivery; recruit, motivate, and drive quota attainment across the West Coast territory. Field sales role requiring travel.
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Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Build and maintain referral relationships to generate mortgage leads; recruit, develop and manage a sales team to meet production goals; interview customers, prepare complete mortgage applications, ensure compliance with company policies and SAFE Act requirements, and maintain product, guideline, and pricing expertise (FNMA-DU/FHLMC/LP).
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Liquidity Relationship Manager drives deposit growth in Escrow liquidity pools by managing sales pipelines, client relationships, and delivering tailored liquidity solutions, while coordinating with various internal teams.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Branch-based Wealth Advisor builds and manages personalized wealth management practices, conducts client discovery, develops tailored financial plans, grows relationships and referral channels, and collaborates with internal specialists to deliver investment, insurance, estate, and financial planning services.
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
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 development, marketing communications, and broker engagement across Liberty Mutual’s insurance product lines. Serves as a senior escalation point, coordinates cross-enterprise teams, supports underwriting strategy, and expands private equity opportunities. Travel is approximately 25%, with potential office attendance two days per week for candidates near a GRS office.
Fintech • Financial Services
Provide front-line banking support across multiple branch locations: open accounts, handle teller transactions, perform outreach, identify product needs, make referrals, and maintain compliance and consistent service while traveling within an assigned geography.
Top Skills:
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Fintech • Financial Services
Provide front-line banking support across multiple branch locations, handling account openings, service requests, credit applications, and teller transactions. Build customer relationships through discovery conversations, promote banking solutions, support branch growth, maintain compliance and risk controls, and collaborate with licensed bankers and teammates to connect customers with appropriate expertise.
Fintech • Financial Services
Provide front-line banking support across multiple branch locations: open accounts, handle service requests and cash transactions, drive growth through discovery conversations and referrals, use digital tools to support customers, and maintain compliance with risk controls and bank policies.
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The Manager, Sales Architect leads the Sales Architect team, qualifying prospects, managing project handoffs, and designing solutions for technology sales.
Top Skills:
AccountingEnterprise SoftwareErpInformation Systems
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