Top Fintech Sales Jobs in CO

Transition from accounting into SaaS sales by advising accounting firms on digital transformation with Xero. Build trusted relationships with key decision-makers, understand practice challenges, recommend practical technology solutions, and support partner efficiency and growth within an assigned territory. The role emphasizes accounting expertise, consultative guidance, relationship building, autonomy, and interest in cloud accounting technology rather than traditional sales experience.

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.

Provide licensed insurance customer support across phone, email, chat and text. Handle post-purchase tasks: billing, endorsements, coverage adjustments, renewals, retention and cross-sell opportunities. Navigate multiple carrier portals, collect documentation, monitor book of business, and resolve complex inquiries to reduce churn and support agents.

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.

Lead and coach a Mid-Market Account Executive team to meet quota, hire and ramp talent, enforce sales process, forecast performance, identify risks and collaborate cross-functionally to improve sales outcomes.

Provides banking support across multiple Denver-area branches, including account openings, service requests, credit applications, cash handling, customer outreach, product referrals, and digital banking guidance. Builds customer relationships, identifies financial needs, maintains compliance, manages risk, and collaborates with branch teams. Requires travel between assigned locations and Saturday availability.

Provides personalized banking support across multiple branches, including account openings, service requests, credit applications, cash handling, customer outreach, and referrals to banking specialists. Builds customer relationships, identifies financial needs, promotes appropriate products and digital tools, follows compliance and risk controls, and collaborates with branch teams. Requires flexibility to travel throughout the assigned geography and work Saturdays.

Provides banking support across multiple branch locations, builds customer relationships, conducts needs-based conversations, opens accounts, processes service requests and credit applications, handles cash and teller transactions, promotes banking solutions, and makes referrals. The role requires adaptability, regulatory compliance, digital-tool adoption, teamwork, proactive outreach, and travel throughout the assigned geography, including Saturday schedules.

Manage a portfolio of mid-market mobile app prospects and customers through full-cycle, value-led sales. Generate outbound pipeline, build field relationships at conferences, conduct demos and technical evaluations, advise on mobile monetization and paywall optimization, and collaborate cross-functionally to onboard and grow customers.

Provides day-to-day support to wealth managers, leads onboarding and ongoing service for high-net-worth clients, manages client relationships, and communicates investment updates, market insights, and performance reports. Requires knowledge of investment and banking products, strong communication skills, attention to detail, customer focus, and prior brokerage or registered investment adviser experience. Series 7 and 66, or Series 63 and 65, may be required.

Manage relationships with high-net-worth and ultra-high-net-worth clients while partnering with Wealth Managers to deliver personalized wealth management solutions. Responsibilities include understanding client objectives, coordinating services, identifying opportunities to deepen relationships and expand assets under management, generating referrals, supporting business development, and providing proactive client guidance.

Manage and grow high-volume strategic distribution partnerships (wholesale and complex structures). Identify and develop new partners, maintain agency relationships, design and implement strategic programs, track performance and industry trends, and collaborate cross-functionally to drive profitable premium growth and retention.

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.

Lead and grow a US-based SDR team to generate and qualify SME-to-growth pipeline, hire and coach SDRs, implement handoff processes, enforce quality control, and align with AEs to meet pipeline and sales metrics.

The Strategic Account Executive will drive enterprise sales, manage a dynamic sales pipeline, engage with C-level executives, and negotiate multi-year contracts in the Insurance and Wealth sector.