BetaNXT · 1 day ago
Enterprise Sales and Solutions Director
BetaNXT is a leading provider of frictionless wealth management infrastructure and real-time data solutions. They are seeking a dynamic Sales Executive to expand their market presence and drive sales strategies in the Financial Services industry.
FinanceOutsourcingWealth Management
Responsibilities
Develop and execute comprehensive sales strategies to achieve revenue targets and expand the company’s market share in the Financial Services sector. A key area of focus will be on closing new business and achieving better wallet-share penetration for existing BetaNXT clients
Identify and pursue new business opportunities by developing relationships with key decision-makers in the Financial Services universe, traditional banks, broker dealers, family offices, other financial institutions, payment providers, established and emerging fin-tech providers and other relevant industries
Collaborate with marketing, product development, and Account Management teams to refine product offerings and create tailored solutions for clients and prospects
Prepare and deliver compelling sales presentations and proposals to prospective clients
Play a lead role in negotiating contracts, pricing, and setting terms of service to close deals effectively in alignment with company objectives
Create, monitor and maintain your sales pipeline and revenue forecasts, and provide regular updates to senior management
Ensure the Salesforce application is updated and reflects all current activity for all team members
Stay updated and current and act as the SME for latest trends, regulations, and technologies in the Financial Services and FinTech landscape to help ensure the BetaNXT has the appropriate solutions in place to service this marketplace
Leverage industry contacts and market knowledge to refine BetaNXT’s approach to sales and prospect engagement
Qualification
Required
8+ years of sales experience in the FinTech or Wealth Management or financial services industry, with a strong track record of meeting or exceeding sales targets
Bachelor's degree in Business, Finance, Marketing, or a related field or a combination of education and relevant experience; MBA preferred
Proven track record of managing and developing successful sales strategies in the Financial Services industry delivering growth and a commitment to success
In-depth knowledge of financial technology products, including payment solutions, blockchain, banking software, and digital financial services
Strong network of contacts in the financial services industry, including C-level executives and Board-level executives. Proven ability to interact and influence at this level is key
Excellent verbal and written communication, negotiation, and presentation skills
Ability to work in a fast-paced environment and manage multiple priorities
Successful candidate is highly self-motivated with a strong desire to achieve results for themselves and BetaNXT
Analytical mindset with the ability to assess customer needs and align them with innovative solutions
Willingness to travel as needed to meet clients and attend industry events
Preferred
Experience in a private equity owned or managed business is preferred
Industry credentials such as FINRA Series exams and/or SIFMA Institute are a plus
Company
BetaNXT
BetaNXT is a wealth management company that provides frictionless wealth management enterprise solutions.
Funding
Current Stage
Late StageRecent News
2025-11-24
Company data provided by crunchbase