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Fintech • Payments • Software • Financial Services
Drives new-logo SaaS sales to community banks and credit unions through outbound prospecting, inbound lead qualification, discovery, demonstrations, proposals, negotiations, and contract execution. Manages complex six- to twelve-month sales cycles, achieves quota, maintains forecasts, engages executive decision-makers, attends industry events, and collaborates cross-functionally to refine sales processes and go-to-market strategy.
Top Skills:
Hubspot CrmSaaS
Fintech
Blended recruiting and HR business partner role responsible for full-cycle sourcing, manager advising, employee relations, talent management, workforce reporting, compliance, and organizational effectiveness initiatives.
Top Skills:
Applicant Tracking SystemsHrisReporting Tools
Fintech • Financial Services
Provides high-level administrative support to executive leaders by managing complex calendars, communications, travel, meetings, records, expenses, and confidential information. Coordinates Board of Directors meetings, leadership retreats, conferences, and special events while preparing polished business materials and supporting special projects. Requires strong judgment, organization, communication, discretion, and follow-through in a dynamic environment.
Top Skills:
Adobe AcrobatMicrosoft CopilotMicrosoft Suite
Fintech • Mobile • Software • Financial Services
The Data Scientist will lead data science initiatives embedded in Marketing, analyzing campaigns, conversion paths, incrementality, media mix, segmentation, experimentation, and revenue modeling. Responsibilities include translating marketing problems into analytical projects, conducting rigorous mathematical and statistical analyses, collaborating on strategic initiatives, managing project execution, communicating technical findings, and mentoring junior data scientists. The role requires strong Python, SQL, causal inference, mathematical, software engineering, and communication skills.
Top Skills:
PythonSQL
Artificial Intelligence • Fintech • Software • Financial Services
Own full-cycle enterprise sales across the U.S. wealth management industry, from outbound prospecting and pipeline generation through complex deal execution and close. Conduct discovery, deliver tailored demos, navigate multi-stakeholder buying processes, and build senior-level relationships. The role also contributes to sales playbooks, positioning, go-to-market strategy, product feedback, marketing initiatives, and enterprise sales process development.
Top Skills:
AIDocument IntelligenceLinkedInSaaSWorkflow Automation
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Fintech • Software • Financial Services
Investigates check, identity, online, cyber, payment, and account fraud; analyzes high-risk transactions and monitoring reports; processes fraud claims and provisional credits; maintains case records; supports branches and customers; identifies fraud trends; recommends alerting improvements; and communicates with banks, law enforcement, prosecutors, and other stakeholders.
Top Skills:
Excel
Fintech • Software • Automation
Own the post-sale customer journey for B2B SaaS finance customers, from implementation and go-live through adoption, value realization, risk management, renewals, and expansion. Monitor account health, quantify customer outcomes, lead success plans and impact reviews, identify growth opportunities, and communicate customer insights internally. Partner cross-functionally with Sales, Account Management, Implementation, Services, Product, and Support. Requires finance software experience, CRM proficiency, and up to 15% travel.
Top Skills:
CRMSalesforce
Fintech • Professional Services • Financial Services
Provides teller services, builds member relationships, explains credit union products, identifies cross-selling opportunities, resolves member requests, makes referrals, supports branch goals, and follows applicable policies and Bank Secrecy Act regulations.
Top Skills:
10-Key Calculator
Fintech • Financial Services
Own Savvy’s end-to-end financial and operational data architecture, including centralized modeling, governance, metric definitions, data quality, reconciliation, reporting automation, and self-service BI adoption. Partner with finance, operations, compliance, engineering, and executives to establish durable data systems and technical direction. Help shape and scale the company’s data function and potentially build an early-stage team.
Top Skills:
DatabricksDbtFivetranLookerOmniPower BISigmaSnowflakeSQLTableau
Fintech • Payments • Financial Services
Supports institutional clients with defined contribution plan consulting, including recordkeeper evaluations, RFPs, fee benchmarking, managed account reviews, governance, compliance analysis, reporting, and presentations. The role conducts due diligence, develops consulting tools, contributes to research, mentors junior analysts, tests technology, and manages client relationships and multiple deadlines.
Top Skills:
ExcelMS OfficeMicrosoft Powerpoint
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