Sales Manager, Fintech

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. Qualifications 4-8 years of account management and sales experience. Customer empathy and deep desire to see customers succeed. Desire to get technical and the ability to learn the ins and outs of Plaid's APIs. Some familiarity in financial services and technical products; a high degree of intellectual curiosity. Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed. Ability to work with all types of people and build long-lasting relationships. Strong Sales experience (negotiation/value-selling). Executive level communication skills - written and verbal. Relationship building (understand how to leverage internal/external executives, product, etc). Retention and Termination-save tactics. Responsibilities Own and manage the overall relationship with your portfolio of customers in our fastest growing customer segment. Build strong relationships with the C-Suite and Product teams to retain and grow revenue. Own and exceed revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals Help customers integrate and launch on Plaid. Solve complex customer ch

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Advisor Success Manager to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. The ASM role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the ASM is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered a

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role We're looking for a Senior Manager, Deal Desk to own and evolve one of Ramp's most strategic go-to-market functions. You'll sit at the center of our commercial engine—partnering closely with Sales, Finance, Legal, Product, Revenue Operations, and Billing to help structure, approve, and execute Ramp's most important deals. This is a highly cross-functional leadership role where you'll balance commercial creativity with operational rigor. You'll help Sales win competitive opportunities while protecting pricing discipline, improving scalability, and ensuring an exceptional customer experience. You'll own the operating model that governs how Ramp structures, approves, and executes commercial deals as we continue to scale. This is a unique opportunity for an experienced Deal Desk leader who wants to own a function and shape the operating model behind one of the fastest-growing fintech companies. What You'll Do Lead and develop a small Deal Desk team while remaining a hands-on operator, supporting Ramp's most strategic and complex commercia

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Fintech team at Plaid combines deep product and industry knowledge and is focused on helping both upcoming and well-established Fintechs take their growth to the next level. Our thesis is that every company in Fintech can benefit from leveraging a bespoke Plaid solution, focused on helping them achieve their unique goals and objectives. In this role, you'll be the individual helping us achieve this vision. Responsibilities Build close customer relationships and identify business value and impact of Plaid across your territory of accounts Go deep and wide in customer and prospect accounts to build support for adopting Plaid solutions Win as a team — in partnership with your outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod. Deeply understand each customer’s goals and priorities, and effectively communicate how Plaid’s solutions can help them achieve the desired outcome. Leave no stone unturned - you're a self-starter and take the initiative to get things done before being asked. You think two steps ahead, anticipate potential risks, and take action to proactively mitigate those risks. Ide

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Financial Management team develops market leading API products that power the most influential digital finance experiences that help millions of consumers and small businesses every day - think budgeting apps and financial management tools offered by banks and wealth platforms. Our mission is to unlock financial freedom for everyone by making it easier for customers and businesses to meet their financial goals. We do this through a state-of-the art, data aggregation and machine learning engine that enables our customers to seamlessly build delightful experiences on top of consumer-permissioned financial data. Every day, Plaid helps thousands of developers build a better financial future. You'll be responsible for defining the products which enable Plaid and our customers to shape the future of financial services. We are looking for the right product manager to own and grow Plaid’s financial management products, including Transactions, Investments, and Liabilities, even more valuable to our customers and partners. Plaid is on a journey to build insights on top of open banking data that drive value for customers, consumers and the fintech ecosystem in general. Additionally AI is changing how consu

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Marketing at Brex Marketing tells the story of Brex to the world. From acquisition to activation, we translate product value into business results. Our team spans Revenue, Product, and Brand Marketing, and works closely with nearly every function at Brex. We move fast, experiment often, and think deeply about customer behavior. If you want your creativity to drive growth and shape perception, this is the place. What you’ll do As the Senior Manager, Partner Marketing at Brex, you’ll be responsible for developing and executing co-marketing strategies with key strategic and ecosystem partners. You’ll own end-to-end co-marketing programs with our partners — translating joint business plans into measurable pipeline and revenue. You will work shoulder-to-shoulder with Business Development, Sales, Product Marketing, and Brand to scale how Brex shows up with partners. Where you’ll work This role will be based in our New York office. We are a