The Role
The Managing Director will lead sales efforts in national accounts for IntraFi, managing client relationships, expanding market penetration, and achieving sales targets in the financial services sector.
Summary Generated by Built In
At IntraFi, we do more than innovate—we empower. Our services help banks provide vital financial access to small businesses, companies, and consumers across the country. With a network of more than 3,000 financial institutions, we help support the institutions that drive our economy, enabling them to fund affordable housing, family farms, and businesses of all sizes. The ability to lend locally strengthens our financial system, and our team plays a direct role in making that possible. It is this greater purpose that brings people to IntraFi and keeps them here.
As the nation’s largest deposit allocation service provider and the inventor of reciprocal deposits, IntraFi has spent over two decades creating dynamic solutions that help financial institutions grow, manage liquidity, and serve their communities. Our impact extends across institutions of all sizes—from community banks to large financial organizations—which enables us to achieve aggressive business growth objectives while helping strengthen the broader financial system. Consistently recognized by American Banker, Washington Post, and Fortune as one of the best places to work, we offer a collaborative, flexible environment where innovation thrives. Join us and be part of a team making a meaningful impact on the industry, on financial institutions, and on the future of financial services.
Your Role
- Leveraging your experience and results-oriented mindset, you will be a key member of our National Accounts Team responsible for managing and expanding IntraFi’s relationships across the largest banks in the country. Specifically, you will focus on developing and maintaining relationships within our bank channel that will drive revenue growth and expand opportunities. You will play a pivotal role in promoting our market presence and achieving ambitious sales targets.
Your Responsibilities
- Cultivating and maintaining strong, synergistic client relationships by understanding client needs and challenges and providing solutions that leverage and grow the value of IntraFi’s services.
- Identifying and energetically pursuing new market opportunities, target segments, and potential clients to expand market penetration.
- Collaborating with our product and service teams to tailor the use of IntraFi’s product suite for specific client objectives and needs.
- Working closely with cross-functional teams to ensure seamless execution of sales initiatives.
- Staying abreast of industry trends, competitor activities, and emerging technologies to ensure IntraFi remains nimble and responsive to client demands and market opportunities.
- Leveraging market insights to refine sales strategies and stay ahead of the curve.
- Monitoring sales performance metrics, including conversion rates and pipeline growth, to meet established performance goals.
- Sharing regular updates with senior management on sales progress and market trends.
Required Experience, Skills, and Qualifications
- Experience with, or enthusiasm for learning, artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity.
- 10+ years of relevant work experience, including proven experience as a successful sales leader, preferably in financial services
- Experience selling solutions to commercial and institutional organizations within large banks
- An in-depth understanding of bank balance sheets
- Aptitude and curiosity to quickly learn new products and services; a self-starter mindset
- Strong analytical skills and data-driven decision-making abilities
- Excellent interpersonal and communication skills
- Ability to thrive in a fast paced, dynamic, and collaborative environment
- History of meeting and/or exceeding sales goals
- Willingness to travel extensively
- Bachelor’s degree
For this position, the total compensation (base and commission) estimate is $240,000 to $320,000. These plans are based on achievement against sales targets and/or business objectives. Actual compensation will depend upon an individual’s skills, experience, qualifications, location, and other relevant factors. The compensation range is subject to change and may be modified at any time.
Employee Benefits:
401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Opportunities for advancement
Paid time off
Parental leave
Professional development assistance
Referral program
Vision insurance
IntraFi LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, national origin, sex, religion, age, veteran status, disability, or sexual orientation in employment of the provision of services.
IntraFi’s job application process may include online videoconference interviews, in-person interviews, presentations, and computer-based assessments. If you require reasonable accommodation to complete any part of the application process, please contact [email protected].
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The Company
What We Do
IntraFi is the leading provider of FDIC-insured deposit solutions. Its network of nearly 3,000 banks—the largest of its kind—includes most of the nation’s community banks and minority depository institutions. Through the size and diversification of IntraFi’s network, members gain access to tens of billions of dollars in funding, the highest per-depositor and per-bank capacity, and the ability to request large-dollar placements on any business day.
