Teams at Fintech

Sell and upgrade subscription-based payments and analytics solutions to SMB retailers. Prospect, qualify, demo, negotiate, and close deals using Salesforce. Manage pipeline, process service agreements, maintain client relationships, and participate in weekly sales cadence and reporting.

Partner with distributor strategy and support teams to onboard distributors, analyze customer lists, measure distributor ROI, track initiatives, support account managers, and produce Power BI visualizations and reports to drive retailer adoption.

Sell a subscription-based fintech platform to small business owners: prospect and qualify leads, deliver phone/Zoom demos, use consultative selling to close deals, manage partner/distributor relationships, prepare contracts, and participate in team sales reporting and marketing programs.