Teams at MX Technologies

Own quota for strategic financial institution and fintech accounts, prospecting C-level buyers and creating new business relationships. Conduct needs analysis, present SaaS solutions, negotiate pricing and contracts, overcome objections, manage the full sales cycle, forecast through CRM tools, and collaborate with finance, legal, and marketing. Attend industry events and maintain relationships with decision-makers while consistently meeting sales goals.

Own enterprise sales for MX’s wealth management territory, building relationships with brokerage firms, RIAs, broker-dealers, wealth providers, and wealthtech companies. Develop acquisition and expansion strategies, sell account aggregation and investment data solutions, manage CRM pipelines, close complex multi-six-figure ARR deals, and partner with internal teams on enterprise negotiations and account growth.

Develop and operate full-stack financial products across React/TypeScript front ends and backend APIs. Build LLM-powered features for financial data using retrieval, tool calling, evaluation, monitoring, and privacy guardrails. Participate in architecture and design reviews, code reviews, testing, production troubleshooting, modernization, observability, and deployment. Collaborate with product managers, lead projects, improve engineering practices, and mentor teammates while maintaining scalable, secure, customer-facing systems.