Sunwest Bank · 5 days ago
Enterprise Software Sales Executive
Sunwest Bank is seeking an Enterprise Software Sales Executive to bridge the gap between enterprise software sales and commercial banking treasury services. This role involves developing and managing client relationships while promoting advanced treasury management solutions and integrated financial technology platforms.
BankingCommercial LendingFinancial ServicesFinTechPayments
Responsibilities
Drive new business acquisition by selling integrated treasury and software solutions to commercial clients
Develop and execute a strategic sales plan targeting industries with complex cash management and payment needs (e.g., real estate, escrow, legal, HOA, healthcare)
Collaborate with Relationship Managers and Treasury Officers to cross-sell software-enabled treasury products
Expertise in enterprise financial software, experience with fintech or banking software solutions, including online banking platforms
Customize software demonstrations and proposals to align with client-specific treasury workflows and pain points
Ability to knowledge share with product and IT teams to influence the roadmap for client-facing solutions
Grow a portfolio of high-value clients by delivering consultative support and proactive insights
Deliver key relationship enhancements that drive a large mote with the customer and deeper integration with how they operate their business
Expand payments channels beyond traditional treasury including card, integrated solutions, electronic invoicing solutions, etc
Act as a liaison between clients and internal teams to ensure ongoing client satisfaction
Coordinate with marketing, operations, and compliance to ensure alignment on go-to-market strategies and regulatory requirements
Track pipeline activity, revenue performance, and client feedback using CRM and analytics tools
Participate in product workshops, vendor evaluations, fintech and treasury conferences, and strategic planning sessions
Ability to translate technical features into business value for non-technical stakeholders
Demonstrate professionalism in communication, attitude, and teamwork
Adhere to all company policies and procedures, safety regulations, and local, state, and federal laws
Maintain awareness of compliance requirements related to financial institutions, with emphasis on BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology, and GLBA
Perform additional duties as assigned
Qualification
Required
5+ years of experience in enterprise software sales, B2B fintech sales or complex treasury solutions
Proven track record of exceeding sales targets in a consultative, solution-based environment
Familiarity with SaaS pricing models, implementation cycles, and client success metrics
Excellent communication, presentation, and negotiation skills
Bachelors degree, Finance, Information Systems, or related field; MBA or CTP preferred
Strong knowledge of complex treasury solutions such as API, EIPP, software integration, TM integrations….Cloud based and embedded banking
Experience working with mid-market and enterprise clients across diverse industries
Preferred
MBA or CTP preferred
Company
Sunwest Bank
Built For Entrepreneurs By Entrepreneurs. Banking as a Service, Business Banking, Commercial and Specialty Lending, SelfcareHSA
Funding
Current Stage
Growth StageLeadership Team
Recent News
2025-12-04
2025-10-02
2025-09-30
Company data provided by crunchbase