Account Executive, Financial Institutions

OptimaFI is hiring two Account Executives to help grow our software business across community banks and credit unions.

This is a territory-based role for a seller who can create pipeline, win new financial institutions, expand existing client relationships, and own opportunities from first conversation through close.

We are looking for someone who already knows how to sell. You do not need to come from community banking, but you should be able to show a track record of creating opportunities, carrying a number, and moving deals forward without waiting for someone else to build the pipeline for you.

Compensation: $80,000–$105,000 base salary with approximately $135,000–$175,000 OTE. Where someone falls within the range will depend on the experience and demonstrated sales capability they bring to the role, including their history of creating pipeline, carrying and achieving quota, owning a territory, progressing and closing deals, winning new business, and relevant experience in software or financial services. OTE reflects target performance against the role’s sales objectives.

What You'll Own:

• Build and manage a defined U.S. territory across new-logo acquisition and expansion within existing clients.
• Create pipeline through thoughtful prospecting, relationships, referrals, market activity, and partnership with Marketing.
• Lead discovery, qualification, follow-up, and deal progression from initial conversation through close.
• Understand the client’s business need and connect it to the appropriate OptimaFI solution.
• Bring Sales Engineering, Product, and other specialists into the process when deeper expertise is needed while remaining accountable for the overall opportunity.
• Maintain clear, credible pipeline and forecast information in Salesforce.
• Identify expansion opportunities within existing community bank and credit union relationships.
• Bring feedback from prospects, wins, losses, and active deals back into the business so our products, positioning, and sales approach continue to improve.

What We're looking For

You have demonstrated success in a quota-carrying B2B sales role and can talk concretely about the pipeline you created, the territories you owned, the opportunities you closed, and the results you delivered.

Experience selling software, fintech, payments, lending, risk, compliance, analytics, data, or other complex business solutions is especially relevant. Direct experience selling to banks, credit unions, or other financial institutions is valuable, but it is not required if you bring strong sales fundamentals and can learn the market.

You should be comfortable working in an environment where the sales motion is continuing to evolve. We have an established financial-institution client base, experienced product and industry specialists, and a growing software portfolio. We are looking for sellers who can operate with that support without depending on a highly prescribed sales machine.

About OptimaFI

OptimaFI works with financial institutions to help them make better decisions, strengthen performance, and serve their markets more effectively through a combination of software, data, analytics, and specialized expertise.

We are a fully remote U.S. organization serving community banks and credit unions across the country.

Apply Here: Account Executive (AE)