We are building a universal banking assistant that millions of U.S. consumers can use to transact across all financial institutions and, over time, autonomously drive their financial goals. Our mission is to drive financial well-being for millions of consumers.
Requirements
- Understand the technical features of products and services being sold in-depth.
- Be the product expert in sales engagements to answer business and technical questions, create & deliver custom demonstrations, articulate business value propositions, and provide technical competitive differentiation.
- Partner with the sales team in business development activities and assist them in conversations with prospects by providing relevant technical information.
- Work on building organizational and technical writing skills to execute business-critical RFPs and RFIs, maintain a complete and accurate database of responses.
- Leverage learnings from prospect and customer interactions and apply that knowledge to prospective customer communications.
- Provide prospect and customer feedback to internal stakeholders from the Product, Marketing, and Leadership teams.
- Be involved in other sales-related functions including client events and tradeshows as well as other key initiatives.
- Effectively document client expectations, solutions sold, and perform proper handovers to delivery after successful sales.
Benefits
- 100% paid health, dental & vision care
- 401(k) match & financial wellness perks
- Discretionary PTO + paid parental leave
- Remote-first flexibility
- Mental health, wellness & family benefits