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Role Description

This role offers the opportunity to work at the intersection of financial technology and business growth, helping SMB and Mid-Market corporate clients optimize payments, capital solutions, and financial operations. As a Fintech Solutions Associate, you will act in a consultative, sales-support capacity, partnering with account teams to identify opportunities, progress deals, and drive adoption of fintech products. You will engage with clients through demos, proposals, and value-based discussions, providing insights that improve operational efficiency and unlock revenue growth. This position is ideal for someone who thrives in a fast-paced, data-driven environment, enjoys working collaboratively, and is motivated to make a tangible impact on customer success. Your contributions will influence both customer outcomes and company revenue metrics.

• Drive net-new and backbook fintech sales across SMB and Mid-Market corporate accounts, owning key revenue metrics such as attach rate, pipeline contribution, and quota attainment.
• Prospect, qualify, and progress opportunities while acting as the primary early-cycle engagement driver.
• Partner with Account Executives, Customer Success, Fintech Specialists, and Sales Engineers to identify whitespace and accelerate product adoption.
• Conduct product walkthroughs, deliver tailored demos, and lead value-based discussions showcasing how fintech solutions enhance operations and cash flow.
• Maintain Salesforce CRM accuracy, including opportunity creation, stage updates, forecasting, and deal documentation for full pipeline visibility.
• Prepare customer-ready proposals, collateral, and materials to support deal progression and maximize attach outcomes.
• Analyze adoption, attach rates, and pipeline performance to inform strategic outreach and optimize engagement.
• Support marketing initiatives, webinars, and campaigns designed to accelerate conversion and fintech adoption.

Qualifications

• 1–2 years of experience in sales coordination, inside sales, or SaaS sales support, ideally in fintech or payments.
• Strong proficiency with CRM systems, preferably Salesforce, with the ability to manage leads, track opportunities, and generate actionable reports.
• Excellent communication, organization, and follow-through skills to manage multiple accounts and stakeholders simultaneously.
• Data-driven mindset with the ability to analyze performance metrics and translate insights into sales strategies.
• Genuine interest in financial technology, digital payments, and helping businesses grow through fintech solutions.
• Self-motivated, collaborative, and adaptable in a fast-paced, client-focused environment.

Benefits

• Competitive base salary with performance-based bonus potential.
• Flexible work arrangements supporting work-life balance and autonomy.
• Comprehensive health and wellness benefits, including medical, dental, and vision coverage, FSA/HSA options, and telehealth access.
• Career growth and professional development opportunities, including onboarding programs and leadership training.
• Access to holistic support services such as parental leave, fertility and adoption assistance, legal and financial planning resources.
• Inclusive and diverse work environment celebrating individuality and collaboration.