Managing Director, National Accounts jobs in United States
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IntraFi · 5 months ago

Managing Director, National Accounts

IntraFi is the nation’s largest deposit allocation service provider, empowering banks to provide financial access across the country. The Managing Director, National Accounts will manage and expand relationships with the largest banks, focusing on revenue growth and market presence.

BankingFinanceFinancial ServicesWealth Management
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Growth Opportunities

Responsibilities

Cultivating and maintaining strong, synergistic client relationships by understanding client needs and challenges and providing solutions that leverage and grow the value of IntraFi’s services
Identifying and energetically pursuing new market opportunities, target segments, and potential clients to expand market penetration
Collaborating with our product and service teams to tailor the use of IntraFi’s product suite for specific client objectives and needs
Working closely with cross-functional teams to ensure seamless execution of sales initiatives
Staying abreast of industry trends, competitor activities, and emerging technologies to ensure IntraFi remains nimble and responsive to client demands and market opportunities
Leveraging market insights to refine sales strategies and stay ahead of the curve
Monitoring sales performance metrics, including conversion rates and pipeline growth, to meet established performance goals
Sharing regular updates with senior management on sales progress and market trends

Qualification

Sales leadershipFinancial services experienceAI tools proficiencyAnalytical skillsUnderstanding bank balance sheetsInterpersonal skillsCommunication skillsSelf-starter mindsetAdaptability

Required

Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity
10+ years of relevant work experience, including proven experience as a successful sales leader, preferably in financial services
Experience selling solutions to commercial and institutional organizations within large banks
An in-depth understanding of bank balance sheets
Aptitude and curiosity to quickly learn new products and services; a self-starter mindset
Strong analytical skills and data-driven decision-making abilities
Excellent interpersonal and communication skills
Ability to thrive in a fast paced, dynamic, and collaborative environment
History of meeting and/or exceeding sales goals
Willingness to travel extensively
Bachelor's degree

Benefits

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Opportunities for advancement
Paid time off
Parental leave
Professional development assistance
Referral program
Vision insurance

Company

IntraFi

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IntraFi is a financial company.

Funding

Current Stage
Growth Stage
Total Funding
$2B
Key Investors
Morgan Stanley
2025-08-11Debt Financing· $2B

Leadership Team

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Mark Jacobsen
President & CEO
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Randy Hopper
Chief Information Officer
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