Sales Executive North America

Reposted 15 Days Ago
Be an Early Applicant
Hiring Remotely in The, Town of Nantucket, MA, USA
Remote or Hybrid
115K-170K Annually
Senior level
Fintech • Payments • Financial Services
The Role
The Sales Executive position involves acquiring Tier #1 and Tier #2 bank clients, driving account growth, and engaging strategically with C-level executives, while maintaining market intelligence and demonstrating sales expertise.
Summary Generated by Built In
Description

Personetics is shaping the Cognitive Banking era, harnessing AI to help banks anticipate customer needs, provide actionable insights, and deliver intelligent financial guidance. Our platform continuously analyses and leverages real-time transactional data, enabling banks to proactively support customers in managing their finances and achieving their goals. As true industry leaders, we partner with the world’s top financial institutions, empowering over 150 million customers each month across 35 global markets from our offices in New York, London, Singapore, São Paulo, and Tel Aviv.

About the position

At Personetics, we’re not just building technology — we’re on a mission to democratize financial wellness by humanizing digital banking. As one of the fastest-growing fintech hyperscalers in the world, we empower millions of people to make smarter financial decisions through hyper-personalized, AI-driven experiences. 

We partner with the most influential Tier #1 and Tier #2 banks to transform how they engage with their customers — delivering solutions that are as intuitive as they are impactful. This is where innovation meets purpose, where speed meets scale, and where you can help shape the financial lives of millions. 

If you’re a strategic seller with deep relationships in the North American banking landscape, a passion for solving complex challenges, and the drive to open new markets for transformative digital solutions, you’ll find your next big career move here. 

Responsibilities

 1. Enterprise Account Acquisition & Growth 

  • Identify, target, and acquire new Tier #1 & Tier #2 bank and Credit Union clients within the Canadian Market.  
  • Develop and execute account penetration strategies to win high-value, multi-year SaaS and digital transformation deals. 
  • Drive expansion opportunities within existing accounts to maximize ARR growth. 

2. Strategic Client Engagement 

  • Build trusted relationships with C-level and C-1 decision-makers, influencing strategic digital banking roadmaps. 
  • Act as a consultative partner, aligning our solutions with each bank’s unique business objectives and transformation journey. 

3. Complex Solution Selling 

  • Lead sophisticated, multi-stakeholder sales cycles, managing cross-functional internal resources (Solution Consulting, Product, Customer Success) to deliver tailored value propositions. 
  • Position our AI-powered personalization platform as a critical enabler of customer engagement, retention, and financial wellness. 

4. Market Intelligence & Positioning 

  • Maintain a deep understanding of the Canadian banking market, competitive landscape, and regulatory trends. 
  • Provide feedback to product and marketing teams to ensure our go-to-market strategy remains market-leading and differentiated. 

5. Commercial Excellence & Forecasting 

  • Maintain a disciplined pipeline management process using MEDDIC or similar qualification frameworks. 
  • Deliver accurate forecasts and revenue projections, ensuring deals close on schedule. 

6. Brand & Thought Leadership 

  • Represent Personetics at industry events, panels, and client workshops to reinforce our brand’s reputation as a thought leader in humanized digital banking. 
  • Leverage success stories to inspire and influence prospective clients. 
Requirements

Experience & Track Record 

  • 8+ years of enterprise sales experience in B2B SaaS, fintech, or digital transformation solutions, with a focus on Tier #1 and Tier #2 banks. 
  • Proven track record of closing multi-million ARR deals in complex, multi-stakeholder sales cycles. 
  • Established network of senior decision-makers (C-level/C-1) within Canadian financial institutions. 

Domain Expertise 

  • Deep understanding of digital banking trends, AI-driven personalization, and customer engagement technologies. 
  • Knowledge of the Canadian banking landscape, including market drivers, competitive dynamics, and regulatory environment. 

Sales Excellence 

  • Mastery of consultative and value-based selling methodologies (MEDDIC, Challenger, SPIN, or similar). 
  • Strong pipeline management discipline and forecasting accuracy in CRM (Salesforce preferred). 

Commercial & Strategic Acumen 

  • Ability to articulate business value, build compelling ROI cases, and align solutions to client strategic priorities. 
  • Skilled at navigating procurement, legal, and compliance processes in enterprise banking deals. 

Personal Attributes 

  • Highly driven, entrepreneurial mindset with the ability to operate in a high-growth, fast-paced environment. 
  • Exceptional communication, presentation, and negotiation skills. 
  • Collaborative team player who thrives in cross-functional, global teams. 
  • Willingness to travel throughout Canada and the United States as needed (~30–40%). 

Salary Range: $115,000 - $140,000 - $170,000

The base salary range for this role at minimum, midpoint and maximum is shown above. It is not typical for a candidate to be hired close to or at the maximum of the salary range. At Personetics, base pay depends on multiple individualized factors, including experience, qualifications, job-related knowledge & skills as well as geographic location. Base pay also depends on the relative experience, knowledge and skills to our internal peers in the role. Base pay is only one part of our competitive Total Rewards package: the successful candidate will also be eligible to participate in Personetics’ Sales Commission Plan.

Why Join Us 

Mission with Impact – Every feature we launch, every client we partner with, helps millions of people take control of their financial future. You won’t just be selling software — you’ll be changing lives by making banking more human, accessible, and empowering. 

Hyperscaler Growth – Join a fintech that’s scaling at speed across continents, with a proven track record of winning Tier #1 and Tier #2 banks. You’ll be part of a company with the resources, momentum, and credibility to help you close the biggest deals of your career. 

Elite Client Portfolio – You’ll work with the most respected financial institutions in the EMEA, influencing strategic transformation initiatives at the highest levels. 

Cutting-Edge Innovation – Sell a category-leading platform at the intersection of AI, personalization, and financial wellness — technology that’s consistently recognized as best-in-class by analysts and clients alike. 

Culture of Excellence – Join a team that blends ambition with collaboration. We value accountability, celebrate wins, learn from challenges, and have each other’s backs. 

Career-Defining Opportunity – This is a chance to build your reputation as a trusted partner to the most influential banks in the region, expand your professional network at the C-suite level, and be rewarded for driving measurable impact. 

Skills Required

  • 8+ years of enterprise sales experience in B2B SaaS, fintech, or digital transformation solutions
  • Proven track record of closing multi-million ARR deals
  • Established network of senior decision-makers within Canadian financial institutions
  • Deep understanding of digital banking trends and AI-driven personalization
  • Mastery of consultative and value-based selling methodologies
  • Strong pipeline management discipline and forecasting accuracy in CRM
  • Ability to articulate business value and align solutions to client strategic priorities
  • Highly driven, entrepreneurial mindset
  • Exceptional communication, presentation, and negotiation skills
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The Company
371 Employees
Year Founded: 2011

What We Do

Money Management & PFM for Banks & Financial Institutions. Personetics serves hundreds of banks and financial institutions across 30 global markets. See how your bank can harness the power of AI to engage customers and increase revenue with financial data-driven personalized customer engagement, PFM, and money management platform. Harnessing the power of AI, Personetics’ Self-Driving Finance™ solutions are used by the world’s largest financial institutions to transform digital banking into the center of the customer’s financial life – providing real-time personalized insight and advice, automating financial decisions, and simplifying day-to-day money management. Serving over 135 million bank customers worldwide, Personetics has the largest direct customer impact of any AI solution provider in banking today. Personetics now counts among its customers 6 of the top 12 banks in North America and Europe, as well as other leading banks throughout the world. Personetics is the global leader in financial-data-driven personalized banking and customer engagement for financial services and the company behind the industry’s first Self-Driving Finance™ platform. Led by a team of seasoned FinTech entrepreneurs with a proven track record, Personetics is a rapidly growing company with offices in New York, London, Paris, Singapore, Tokyo, Tel Aviv and Nazareth. The company has been named a Gartner Cool Vendor, a Top Ten FinTech Company by KPMG, and a Top Ten Company to Watch by American Banker

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