Fintech Sales Executive

Hard Skills

- B2B SaaS Sales & Business Development

- Fintech Product Knowledge (Digital Payments, Lending Platforms, Blockchain Solutions)

- CRM & Sales Automation (Salesforce, HubSpot)

- Data Analytics & Market Research

- Contract Negotiations & Deal Closing

- Regulatory Compliance (KYC/AML) Standards

Soft Skills

- Client-Centric Communication

- Strategic Planning & Problem Solving

- Cross-Functional Collaboration

- Negotiation & Persuasion

- Adaptive to Industry Trends

*Senior Fintech Sales Manager*

**FinConnect Solutions**, San Francisco, CA

Jan 2022 – Present

- Spearheaded sales efforts for a cloud-based digital banking platform, increasing annual revenue from $12M to $25M within two years.

- Cultivated strategic relationships with banking institutions and fintech startups, expanding the client base by 40%.

- Led a team of 4 sales representatives, implementing training programs on emerging fintech trends and product demos.

- Collaborated with product teams to tailor solutions, resulting in a 25% increase in customer retention.

- Utilized AI-driven analytics to identify new market segments, boosting outreach effectiveness.

*Fintech Solutions Consultant*

**NextGen Financial Technologies**, New York, NY

Aug 2018 – Dec 2021

- Managed end-to-end sales cycles for blockchain-based remittance solutions for international clients.

- Achieved 150% of sales quota in 2020 by developing targeted outreach strategies for remittance and payment processing firms.

- Demonstrated product demonstrations and seminars to C-suite clients, translating technical benefits into strategic value propositions.

- Developed comprehensive proposals leading to multi-million dollar contracts with European digital banks.

- Supported implementation teams to ensure seamless onboarding, increasing customer satisfaction scores by 15%.

*Junior Sales Executive*

**FinEdge Innovations**, Boston, MA

Jun 2016 – Jul 2018

- Focused on new client acquisition in the SME sector for a digital lending platform.

- Participated in trade shows and fintech hackathons to generate leads valued at over $2M in potential revenue.

- Assisted senior team members in onboarding and onboarding support, developing expertise in regulatory requirements.

**Bachelor of Science in Finance**

University of Illinois, Urbana-Champaign

Graduated: May 2016

- Certified Fintech Professional (CFtP) – Fintech Association, 2023

- Salesforce Certified Sales Cloud Consultant, 2022

- Blockchain Fundamentals Certification – Blockchain Council, 2021

**AI-Driven Client Segmentation Model**

Led a project to implement machine learning algorithms that segmented clients based on transaction behavior, resulting in personalized outreach campaigns that increased conversion rates by 30%.

**Digital Onboarding Platform**

Collaborated with product teams to develop an automated digital onboarding system for clients, reducing onboarding time by 60% and increasing client satisfaction.

- Salesforce CRM, HubSpot, Outreach.io

- Tableau, Power BI

- AI & ML Tools (Azure ML, Google Cloud AI)

- Blockchain Platforms (Ethereum, Hyperledger)

- API Integration & Automation (Zapier, Mulesoft)

- English (Native)

- Spanish (Professional Proficiency)

*References available upon request.*