Circit · 17 hours ago
Sales Executive (Mid-Market, Financial Services)
United States
Full-time
Remote
Mid Level
3+ years expCircit is a fast-growing B2B SaaS company on a mission to verify the trusted source in every business transaction. They are seeking a Regional Sales Executive to help lead the growth of their bank and asset management partnership network in the North American market, focusing on creating new deals and driving the conversion of partnerships.
Financial ServicesFinTechInformation TechnologyRisk Management
Responsibilities
Driving the overall growth and development of Circit's mid-market bank and asset management partnership network within the North American market
Creating new deals and driving the conversion of the partnerships funnel from origination to close
Performing demos of the Circit technology platform to key decision makers at banks, asset managers and fund service providers
Working closely with the North American auditor sales team to ensure efforts are aligned strategically and efforts are prioritised correctly
Helping to develop structured segmentation models that categorise firms by type, geographic footprint, scale, and strategic relevance to Circit
Identifying opportunities to improve, streamline, or automate lead processing flows
Being a key part of the feedback loop from each partnership engagement back into the product and strategy teams to ensure our product is always aligned with our partner's needs and the future direction of the market
Representing the company at industry events and conferences to build brand presence and establish key relationships
Assisting and coordinating each new partner to onboard into the Circit ecosystem in relation to infosec engagement, documentation, training and platform configuration
Working closely with the marketing and design teams to ensure the product marketing and engagement documents are fit for purpose for partnership outreach and engagement
Qualification
Required
3+ years' industry experience in Asset Management, Fund Administration, Custodianship, PE, Asset Servicing, or related financial services ecosystem
Strong understanding of distinctions between AM, Fund Admin, Custodian, Transfer Agent, Trust Banks, etc
2+ years' sales experience in financial services
Excellent communicator who can engage confidently with various stakeholders across financial institutions
Highly analytical with strong organisational skills and the ability to manage multiple workstreams simultaneously
Entrepreneurial mindset — comfortable building new processes, testing new ideas, and owning outcomes end-to-end
Curious, detail-oriented, and motivated to become one of the Circit's top performers
Passion for technology innovation, automation, APIs, fintech, or AI-driven transformation in financial services is strongly preferred
Ability to perform technology platform demos to a very high standard
Preferred
Contacts within asset managers and fund service providers in the USA and Canada
Experience or knowledge of the audit industry
Experience or knowledge of open banking and/or APIs
Experience in early-stage or high-growth SaaS environments
Benefits
A small team with a friendly environment that promotes autonomy for you to self-manage your time.
Remote working and flexible working hours.
Great opportunity for career progression with hands on experience.
Freedom of expression is encouraged.
Company
Circit
Circit is a financial audit management platform or connecting banks, accounting firms and their clients during a financial audit.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$8.06MKey Investors
Commodore Investments
2022-05-18Series A· $6.81M
2020-07-16Series Unknown· $1.25M
2016-12-23Series Unknown
Leadership Team
David Heath
Founder & CEO
Dudley Gould
VP Business Development
Recent News
MiddleGame Ventures
2025-03-26
2025-03-26
Aquiline Capital Partners
2025-03-26
Company data provided by crunchbase