Top Fintech Jobs in Portland, OR

Own the full sales cycle for high-value small-business customers, including inbound and outbound prospecting, product demonstrations, lead qualification, objection handling, deal closing, and onboarding routing. Build and refine scalable outbound and sales processes, use AI tools to improve productivity, identify customer trends, and provide structured feedback to product teams.

Own go-to-market strategy and execution for YCharts data products, partnering with Product, Marketing, Sales, and Customer Success. Responsibilities include launch planning, product positioning, messaging, sales enablement, customer and competitive research, internal and external communications, and coordinating multiple concurrent launches. The role translates complex financial products and market data into clear customer value for wealth managers, advisors, and asset managers.

Own the post-sale customer lifecycle for B2B SaaS accounts, including onboarding, implementation, adoption, value realization, account health, churn prevention, renewals, and retention. Lead customer trainings, manage integrations and configurations, identify risks, negotiate renewals, maintain Salesforce data, and collaborate with Sales, Product, Engineering, Support, and RevOps to improve customer outcomes and operational processes.

Own end-to-end client onboarding for the LevPro platform, from scoping and kickoff through configuration, data migration, integrations, testing, training, and go-live. Translate client workflows into scalable system solutions, coordinate with internal and external technical teams, troubleshoot issues, document processes, and support long-term client relationships. The role partners with sales, data, customer success, product, engineering, and third parties while managing multiple implementations and improving implementation processes.

Build and ship production AI agents that help mobile app developers manage subscriptions and paywalls. Own agent orchestration, tool execution, context management, evaluation, observability, permissions, and human-in-the-loop controls. Develop reliable, secure, user-facing backend systems, scope projects independently, monitor adoption, improve features after launch, participate in architecture and incident response, and mentor engineers.

Lead Brigit's product organization across product management, design, and research. Own product vision, roadmaps, and outcomes (acquisition, conversion, engagement, monetization). Build and scale cross-functional teams, drive data-informed experimentation, and partner with engineering, data, and marketing to optimize product velocity and business metrics in a regulated consumer fintech environment.

The Bilingual Customer Service Representative provides support to clients in financial hardship programs, ensuring exceptional service, problem-solving, and effective communication while managing client requests in a remote call center environment.

Lead technical presales for Narmi's commercial banking platform: assess prospect needs, deliver tailored demos, map product solutions, coordinate with product/implementation/customer success, manage multiple enterprise deals, and use technical knowledge to demonstrate business value and close sales.

The Senior Data Analyst gathers BI requirements, analyzes enterprise and offline datasets, writes and optimizes SQL queries, and builds dashboards using Power BI, Tableau, and Domo. The role translates business needs into technical specifications, designs dashboard wireframes, validates data, documents processes, and collaborates with engineering, product, and business teams. Knowledge of the US trust business is essential for interpreting data within financial and regulatory contexts.

Owner of end-to-end client relationships and new business origination for RIAs; manage pipeline and CRM, drive product adoption, share client feedback cross-functionally, develop growth strategies, and travel to clients and conferences (under 50%).