Finastra · 16 hours ago
Lending Net New Sales Executive (Northeast Region)
United States
Full-time
Remote
Entry, Mid Level
2+ years expFinastra is a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. They are seeking a Lending Net New Sales Executive who will generate revenue by selling software solutions and services to new prospects within the assigned territory, focusing on the Lending and Mortgage suite of products.
Financial ServicesFinTechInformation Technology
Responsibilities
Create and manage a strategic territory plan that includes activities for quota attainment
Build and maintain relationship with prospects to communicate strategic plans and status. Engage with management on large opportunities
Close business to meet forecast commitments and sales quotas
Perform outbound business development & sales activities for an assigned territory to close business and to achieve or exceed assigned bookings/quota objectives
Analyse financial position and challenges of clients to determine sales approach
Maintain sales forecasting data in sales reporting system
Coordinate internal resources to ensure prompt, accurate, and professional delivery of sales, marketing, and proposal materials to prospects
Develop and maintain relationships with industry/professional individuals and organizations
Participate in user group meetings and trade shows as needed
Stay abreast of current industry trends, competitors, and current/new company products and services
Participate in training programs as directed by manager
Other duties as assigned
Qualification
Required
2+ years of financial institution and/or financial technology experience
2+ years of inbound and/or outbound business-to-business phone marketing or sales experience
Demonstrated track record of selling over the phone with a history of exceeding sales goals
Ability to build and grow relationships
Strong tenacity and follow-up skills
Excellent written, verbal, and interpersonal communication skills
Self-motivated with ability to work independently and as part of a team
Strong time management, organizational and decision-making skills
Strong attention to detail
Proficient with Microsoft Office
Strong knowledge of financial institutions internal operations
Bachelor's degree in Business or equivalent experience
Preferred
Experience in one or more of the following areas preferred: Consumer Lending, Commercial Lending, Mortgage Lending or Branch Operations
Experience working with Finastra products preferred
Sales automation tool experience preferred
B2B Sales and/or Account Management experience a plus
Benefits
Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Well-being: Access Confidential one-on-one therapy through our Employee Assistance Program, find support from our network of Wellbeing Champions and Gather Groups, and a calendar of monthly events and initiatives designed to help you thrive - Inside and Outside of work.
Medical, life & disability insurance, retirement plan, lifestyle and other benefits•
ESG: Benefit from paid time off for volunteering and donation matching.
DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.
Specific benefits may vary by location.
Company
Finastra
Finastra provides the broadest portfolio of financial services software.
10001+ employees
H1B Sponsorship
Finastra has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (4)
2023 (5)
2022 (11)
2021 (10)
2020 (12)
Funding
Current Stage
Late StageTotal Funding
$5.3BKey Investors
BIRD Foundation
2023-08-15Debt Financing· $5.3B
2022-04-04Series Unknown· $0.8M
2021-02-12Grant
Leadership Team
Mike Stawchansky
EVP, Chief Technology Officer
Ali Khan
Chief Data Officer
Recent News
2026-02-02
Company data provided by crunchbase