
Entry-Level Fintech Sales (B2B)
Succession Partners, Raleigh, NC, United States
Overview
The banking landscape is shifting.
Physical bank branches are closing or reducing hours at record rates.
While traditional institutions are receding, only 4% of the population has fully transitioned to neobanks. That 96% gap represents a massive opportunity. We aren’t looking for a typical sales representative; we’re looking for a
B2B Growth Pioneer , someone who can be the human face of a digital revolution. About Us
We work with a neo-bank that utilizes user-friendly tools and intuitive platforms. It aims to empower members to take control of their finances and work towards their goals. Whether it's starting a savings account, prioritizing building credit, buying a home, or achieving business and education goals, we’re proud to help millions take control of their finances. Here, we are stewards of the mission to help everyday Americans achieve their dreams and goals The Role: Sales Meets Relationship Management
This isn’t "smile and dial." We believe in a
direct, face-to-face (B2B) approach . You will act as both the hunter and the shepherd—onboarding businesses and then serving as their dedicated
Account overseer . You are the bridge between the efficiency of neobanking and the personal trust of a traditional partnership. The Role: Sales Meets Relationship Management
appears to be a header in the original; the refined section title is provided above. What You’ll Do
Strategic Acquisition:
Meet with business owners face-to-face to demonstrate how our platform outperforms their dwindling local branch. Oversee the accounts:
Own the lifecycle. You aren't just hitting a quota; you are managing a portfolio of clients, ensuring they are supported and thriving. Market Presence:
Build a localized "brand fortress" in your specific territory through networking and reputation. Retention through Trust:
Increase brand loyalty by being the "person they call,” combining tech-forward tools with old-school reliability. What We’re Looking For
Communication Excellence:
A natural ability to connect with business owners and explain the "why" behind neobanking with clarity. Professional Presence:
A polished demeanor is essential for building B2B trust as the face of our brand. Self-Starter Mentality:
Comfort working independently in the field and managing your own schedule to meet goals. Adaptability:
The ability to pivot your approach based on the unique needs of different business sectors. Experience:
Prior experience in
Sales, Account Management, or Hospitality
is a plus, but no experience is needed; all training is provided. We value talent and work ethic above all else. The Opportunity
While your primary focus is mastering the market, we are a firm that believes in rewarding results. Room to Grow:
For those who prove their impact, there is a clear path into leadership and senior management roles as we scale. Be a Pioneer:
You’ll be at the forefront of an industry that is doubling every few years. Direct Impact:
See the immediate results of your work as you help local businesses modernize their financial operations. Our YouTube: https://www.youtube.com/@SuccessionPartnersNC Our Blog: https://medium.com/@successionpartnersnc The Website: https://www.successionpartnersnc.com/
#J-18808-Ljbffr
The banking landscape is shifting.
Physical bank branches are closing or reducing hours at record rates.
While traditional institutions are receding, only 4% of the population has fully transitioned to neobanks. That 96% gap represents a massive opportunity. We aren’t looking for a typical sales representative; we’re looking for a
B2B Growth Pioneer , someone who can be the human face of a digital revolution. About Us
We work with a neo-bank that utilizes user-friendly tools and intuitive platforms. It aims to empower members to take control of their finances and work towards their goals. Whether it's starting a savings account, prioritizing building credit, buying a home, or achieving business and education goals, we’re proud to help millions take control of their finances. Here, we are stewards of the mission to help everyday Americans achieve their dreams and goals The Role: Sales Meets Relationship Management
This isn’t "smile and dial." We believe in a
direct, face-to-face (B2B) approach . You will act as both the hunter and the shepherd—onboarding businesses and then serving as their dedicated
Account overseer . You are the bridge between the efficiency of neobanking and the personal trust of a traditional partnership. The Role: Sales Meets Relationship Management
appears to be a header in the original; the refined section title is provided above. What You’ll Do
Strategic Acquisition:
Meet with business owners face-to-face to demonstrate how our platform outperforms their dwindling local branch. Oversee the accounts:
Own the lifecycle. You aren't just hitting a quota; you are managing a portfolio of clients, ensuring they are supported and thriving. Market Presence:
Build a localized "brand fortress" in your specific territory through networking and reputation. Retention through Trust:
Increase brand loyalty by being the "person they call,” combining tech-forward tools with old-school reliability. What We’re Looking For
Communication Excellence:
A natural ability to connect with business owners and explain the "why" behind neobanking with clarity. Professional Presence:
A polished demeanor is essential for building B2B trust as the face of our brand. Self-Starter Mentality:
Comfort working independently in the field and managing your own schedule to meet goals. Adaptability:
The ability to pivot your approach based on the unique needs of different business sectors. Experience:
Prior experience in
Sales, Account Management, or Hospitality
is a plus, but no experience is needed; all training is provided. We value talent and work ethic above all else. The Opportunity
While your primary focus is mastering the market, we are a firm that believes in rewarding results. Room to Grow:
For those who prove their impact, there is a clear path into leadership and senior management roles as we scale. Be a Pioneer:
You’ll be at the forefront of an industry that is doubling every few years. Direct Impact:
See the immediate results of your work as you help local businesses modernize their financial operations. Our YouTube: https://www.youtube.com/@SuccessionPartnersNC Our Blog: https://medium.com/@successionpartnersnc The Website: https://www.successionpartnersnc.com/
#J-18808-Ljbffr