Sales Account Manager

About the role

The Sales Account Manager at CoreFi works remotely to manage and grow relationships with financial institutions and fintech clients, driving product launches and scaling initiatives.

Key responsibilities

• Own a portfolio of accounts, understand client goals and position CoreFi solutions.
• Conduct discovery calls, deliver demos, prepare proposals and negotiate commercial terms.
• Generate leads, manage pipeline and provide accurate forecasts to meet revenue targets.
• Collaborate with product, operations and customer success teams for smooth onboarding and high customer satisfaction.
• Expand existing accounts and close new business opportunities.

Required profile

• Strong account management and customer satisfaction experience.
• Proven track record of meeting or exceeding sales targets in B2B SaaS, fintech or banking technology.
• Excellent communication skills to explain complex technical or financial concepts.
• Comfortable working remotely in a cross‑functional environment.
• Bachelor’s degree in Business, Finance, Marketing or equivalent experience.

Required skills

• Proficiency with CRM systems.
• Experience using sales enablement tools.