At Digital Onboarding, we’re on a mission to help banks and credit unions deepen relationships with their members. Our award-winning engagement platform empowers financial institutions to deliver personalized digital experiences that drive adoption, loyalty, and growth. More than 170 banks and credit unions trust us to transform how they engage account holders – and we’re just getting started.
Mission
Own the number. Lead, scale, and energize the new logo sales and BDR teams to smash revenue goals. You’ll build a winning culture, create repeatable sales plays, and partner with Demand Gen and Strategic Partnerships to flood the pipeline, accelerate deal cycles, and close high-value opportunities. This is a high-visibility, high-impact role for a sales leader who loves competing — and winning — in the SaaS growth arena.
What You’ll Do
- Lead & Inspire
- Build, coach, and level-up a team of AEs and BDRs
- Set the tone for a high-performance, high-accountability sales culture.
- Attract top talent and retain your best players.
- Drive Growth
- Own the go-to-market plan for new logo sales.
- Work with Demand Gen to ensure your team always has a massive pipeline.
- Partner with Strategic Partnerships to activate co-sell motions that win bigger deals, faster.
- Run the Playbook
- Refine and scale a repeatable, metrics-driven sales process that moves deals from first meeting to closed-won at speed.
- Roll out sales plays that improve win rates, expand deal sizes, and shorten sales cycles.
- Leverage data, insights, and leading indicators to stay ahead of the number.
- Be Cross-Functional Glue
- Collaborate with Marketing, Product, and Solutions to keep messaging tight, competitive, and compelling.
- Bring the prospect’s voice into product strategy to make sure we’re always building what drives new sales
- Work hand-in-hand with post-sales to deliver a killer customer experience from day one.
What You Bring
- Must-Haves
- 8+ years in SaaS sales, including 3+ years leading AE teams in a high-growth environment.
- Proven record of beating ambitious new logo targets.
- Mastery of outbound sales strategies, complex deal cycles, and multi-stakeholder enterprise or mid-market sales.
- Hands-on coach who loves to be in deals with AEs, helping coach and mentor
- Experience with Salesforce, Gong, and other modern sales stack tools.
- Inspiring leader who develops talent, celebrates wins, and raises the bar every quarter.
- Nice-to-Haves
- Experience selling into financial services.
- Familiarity with SPICED, Challenger, MEDDIC, or similar sales methodologies.
- Make an impact – Help reshape how banks and credit unions connect with the people they serve
- Work with heart – Join a mission-driven team that values collaboration, curiosity, and transparency
- Grow your career – Receive mentorship, training, and opportunities to move up in a fast-growing company
- Enjoy flexibility – Remote-first environment, unlimited PTO, and benefits designed for modern life
Top Skills
What We Do
The Digital Onboarding adoption platform helps banks and credit unions turn account openers into engaged and profitable relationships. With personalized messages, microsites, and enrollment tools, the platform makes it easy to:
◆ Enroll in direct deposits in seconds
◆ Update default payment methods at multiple merchants at once
◆ Accept pre-approved offers with an eSignature
◆ Enroll in eStatements & Courtesy Pay without logging in
◆ Retrieve account & member numbers online
◆ Opt-in to email & text messages
◆ Adopt additional products
◆ And more!
Banks and credit unions can easily track product and service adoption rates and compare their performance to 100+ institutions using the platform. The platform enables institutions to deliver highly personalized communications that are more effective and efficient than traditional welcome kits, mailers, basic emails, and phone calls.
The platform was named the Salesforce Accelerate Pitch Competition Winner, FIS Fintech Accelerator MVP Award Winner, Mass Challenge Silver Award Winner, and CreditUnion.com’s Innovation Series Winner (Digital).
