The Opportunity

OptimaFI already serves a meaningful share of the community financial institution market across software and services. This role is about accelerating software revenue with an experienced seller who can create pipelines, grow existing relationships, and close business across the portfolio. You own the territory and the work required to make it productive.

You will sell to banks and credit unions where reputation matters, and the market is finite. That means relevant outreach, strong discovery, and disciplined follow-through. Find the right institution, understand the need, connect it to the right solution, and keep the deal moving.

Key Responsibilities

Create the pipeline. Prospect through account research, direct outreach, relationships, referrals, events, and the existing client base. Be able to show what you personally created.
Own the territory. Build software revenue across both net-new institutions and current OptimaFI clients. Know where the best opportunities are and why.
Run strong discovery. Understand the institution's stated needs, connect it to the right solution, and know when to bring in a technical specialist.
Move the deal. Set clear next steps, maintain momentum, navigate objections and procurement, and carry qualified opportunities through close.
Keep the forecast real. Maintain accurate stages, buyer contacts, timing, next steps, and close dates in Salesforce. Requalify or close what is not moving.
Open doors for services. Identify qualified service needs and hand them to the right Services seller with the buyer need, context, and next step intact.
Help us learn. Record why opportunities advanced, stalled, were won, or were lost. Patterns should improve how we sell, demo, position, and build.

Required Qualifications

You've carried a real software sales number. You can walk us through quota, attainment, average deal size, sales cycle, and what you personally sourced.
You're a hunter. You have created meaningful pipeline without relying primarily on SDRs, BDRs, or Marketing to hand you opportunities.
You've done both. New-logo selling and expansion inside existing accounts. This is not an account-management-only seat.
You can own a complex sale. You lead discovery and the buyer relationship, use specialists for depth, and do not disappear when the conversation gets technical.
You can learn a portfolio. You are comfortable selling more than one product and translating technical or financial concepts into a clear business conversation.
You've sold into a market where trust matters. You understand that disciplined, relevant outreach beats noise.

Preferred Qualifications:

The Opportunity

Key Responsibilities

Create the pipeline. Prospect through account research, direct outreach, relationships, referrals, events, and the existing client base. Be able to show what you personally created.
Own the territory. Build software revenue across both net-new institutions and current OptimaFI clients. Know where the best opportunities are and why.
Run strong discovery. Understand the institution's stated needs, connect it to the right solution, and know when to bring in a technical specialist.
Move the deal. Set clear next steps, maintain momentum, navigate objections and procurement, and carry qualified opportunities through close.
Keep the forecast real. Maintain accurate stages, buyer contacts, timing, next steps, and close dates in Salesforce. Requalify or close what is not moving.
Open doors for services. Identify qualified service needs and hand them to the right Services seller with the buyer need, context, and next step intact.
Help us learn. Record why opportunities advanced, stalled, were won, or were lost. Patterns should improve how we sell, demo, position, and build.

Required Qualifications

You've carried a real software sales number. You can walk us through quota, attainment, average deal size, sales cycle, and what you personally sourced.
You're a hunter. You have created meaningful pipeline without relying primarily on SDRs, BDRs, or Marketing to hand you opportunities.
You've done both. New-logo selling and expansion inside existing accounts. This is not an account-management-only seat.
You can own a complex sale. You lead discovery and the buyer relationship, use specialists for depth, and do not disappear when the conversation gets technical.
You can learn a portfolio. You are comfortable selling more than one product and translating technical or financial concepts into a clear business conversation.
You've sold into a market where trust matters. You understand that disciplined, relevant outreach beats noise.

Preferred Qualifications:

Account Executive (AE)

Skills

Must have

Nice to have

Full description