Our client is a quietly emerging leader at the intersection of regulated banking, capital markets, and next-generation financial software. With full regulatory approval and a vertically integrated technology stack, they’ve built something no one else in fintech has: a modern, compliant, real-time infrastructure layer that gives financial institutions direct, efficient access to ultra-safe government-backed assets.

This is not another middleware vendor.
This is not a bolt-on product.
This is a new model for how banks, credit unions, and community institutions manage liquidity, investment workflows, and core financial operations.

Backed by elite investors and led by experts in banking, markets, and systems design, the company is deliberately under the radar—yet quietly capturing the attention of CEOs, CFOs, Treasurers, and Chief Risk Officers across the country.

They’re now hiring a high-performing Enterprise Account Executive to expand their reach across community banks, credit unions, and regional financial institutions.

Role Overview

As an Enterprise AE, you will lead GTM expansion into regulated financial institutions—especially:

• Community banks

• Credit unions

• Regional banks

• Bank holding companies

This role requires someone who’s fluent in banking decision cycles, credible with executive teams, and skilled at guiding institutions through complex risk, compliance, and treasury-oriented evaluations.

It’s a high-impact, outbound-heavy position built for a seller who loves opening doors, creating opportunities, and shaping a category that most people don’t yet realize is being rewritten.

Key Responsibilities

• Own the entire sales cycle into banks and credit unions—from prospecting and sourcing to demo, diligence, and close.

• Build trusted relationships with CEOs, CFOs, Treasurers, ALCO leadership, CIOs, and Chief Risk Officers.

• Manage a growing pipeline of financial institutions seeking safer, more transparent, and more modern liquidity tools.

• Educate institutions on how a regulated, real-time financial infrastructure can transform balance-sheet efficiency and reduce operational friction.

• Navigate vendor due diligence, risk review, compliance evaluation, and board approval processes unique to regulated institutions.

• Work closely with product, compliance, marketing, and leadership teams to surface insights and influence GTM strategy.

• Stay informed on regulatory shifts, liquidity trends, and the evolving financial landscape impacting community banks and credit unions.

Ideal Candidate Profile

Required experience:

• 5+ years selling technology or financial infrastructure into banks, credit unions, or regional financial institutions

• Deep understanding of banking sales cycles, vendor onboarding, risk evaluation, and ALCO processes

• Experience selling into CFO, Treasury, Risk, or investment functions

• Proven ability to drive outbound motion and build net-new pipeline in financial services

Preferred:

• Background from banking-tech vendors such as FIS, Fiserv, Q2, Jack Henry, Temenos, nCino, Clearwater, or similar

• Prior success in high-growth, early-stage fintech environments

• Series 7 or 63 (or willingness to obtain)

Attributes:

• Consultative, financially literate, and able to translate complex concepts into business value

• Hunter mindset with exceptional follow-through

• Thrives in ambiguity and high-accountability environments

Why This Opportunity?

A differentiated platform you won’t find anywhere else
This is a rare blend of regulatory approval + modern architecture—something that simply does not exist elsewhere in the market.

A category being quietly reinvented
You’ll be part of a team building infrastructure that most institutions don’t yet realize they need—but will soon consider mission-critical.

Executive-level impact
Your conversations will shape treasury, liquidity, and strategic decision-making for banks and credit unions nationwide.

Real traction, early-mover advantage
The platform is live, institutions are onboarded, and momentum is accelerating—without the noise and hype typical of early-stage fintech.

Compensation & Benefits

• Base Salary: $140,000–$180,000

• OTE: ~$270,000+ (70/30 or 80/20 split)

• Equity: Meaningful early-stage upside

• Full medical, dental, and vision

• 401(k) with company match

• Generous PTO and holidays

• Parental leave & wellness programs

• Flexible work options

• Continued learning & development support

The Hook

If you’ve excelled selling into regulated financial institutions—and you’re intrigued by the idea of selling something so differentiated that it requires explanation, not persuasion—this is the opportunity to explore.

A new category is forming.
Very few people know about it yet.
The right AE will help shape its trajectory.