Top Fintech Sales Jobs in CO

Participates in Wells Fargo Advisors’ training program while supporting private-client financial advisors. Reviews basic client goals, risk tolerance, investment profiles, and financial needs; provides client information and service support under supervision. The role involves customer contact, relationship building, referrals, regulatory compliance, and obtaining required FINRA and insurance licenses. Candidates must complete background, financial fitness, and licensing requirements.

Supports financial advisors by servicing client accounts, handling inquiries, preparing appointments, researching issues, entering approved security orders, maintaining records, processing referrals, and completing administrative and compliance-related activities. Provides direct client service through telephone, in-person, and written communication while supporting relationship growth and regulatory requirements.

Lead and grow an inside sales team promoting a SaaS financial reporting platform. Responsibilities include recruiting and coaching representatives, developing sales and pipeline strategies, driving new business and account expansion, forecasting performance, supporting complex customer conversations, and presenting market insights to leadership. The role requires strong B2B enterprise software sales experience, sales methodology expertise, analytical forecasting skills, and the ability to build scalable revenue processes.

Supports private banking clients throughout mortgage loan origination and post-closing servicing. Responsibilities include prequalification, documentation analysis, loan pipeline coordination, closing and escrow coordination, deposit account requests, online banking support, client inquiries, and preparation of approval and loan-related documents. The role also assists relationship managers with meetings, events, gifts, and client communications while maintaining discretion and accurate records.

Build and manage a branch-based wealth management practice by conducting client discoveries, creating tailored financial plans, growing relationships through referrals and partner engagement, and leveraging internal specialists for investment, insurance, and estate planning services.

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.

Supports the full strategic partnership lifecycle, including opportunity evaluation, business case development, deal execution, launch, relationship management, and performance optimization. Builds cross-functional visibility into partnership needs, identifies expansion and consolidation opportunities, conducts market and partner research, evaluates commercial terms, coordinates stakeholder workstreams, tracks KPIs, and prepares recommendations for leadership. Manages multiple initiatives while improving partnership processes and operating models.

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

Manages sales and services operations for Implementation, Installation, and Customer Education teams. Improves workflows, customer onboarding, resource allocation, and performance through data-driven analysis. Partners with Sales, Support, Product, and leadership on strategic projects, forecasting, territory alignment, QBRs, reporting, and Salesforce dashboards. Oversees recurring business processes, identifies inefficiencies, and provides operational guidance in a high-growth SaaS environment.