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Effectively communicate EVEN Financial’s product offerings and value proposition to current and prospective clients
Build and manage a pipeline of prospective new partners/clients to go after
Identify and close new revenue opportunities with current and/or new prospect partners
Follow-through with all aspects of securing new clients - from managing the internal communication, review and approval of deal terms, to coordinating with legal staff on contract drafting and execution.
Work closely with internal teams to transition new deals for on-boarding and implementation
Consistently deliver superior customer service to all partners
Provide timely guidance and forecasting to head of sales on all pipeline, opportunity and revenue information
Prepare written presentations, reports and pricing proposals
Effectively and accurately utilize Salesforce to keep records of all sales and prospecting activities, client meetings, sales calls, presentations, proposals, closed deals, and related sales activities
Attend industry trade shows & visit clients to uncover opportunities & strengthen relationships
3+ years of professional experience, preferably in the financial services industry related to sales or account management
Strong familiarity with online media, as well as the business models that are prevalent in that industry
Experience dealing with outside clients or vendors are a must.
Strong written and verbal communication
Self-starter with a great personality and good people skills
Interested in the Fintech start-up world within the financial services space
Strong and focused work ethic
Have a sharp, professional demeanor
Excellent Excel and PowerPoint skills required
Compensation & Benefits
$60K – $115K
0.005% – 0.02% equity in the company
Free / Highly Subsidized Medical Insurance
Highly Subsidized Dental / Vision Care