Relationship Manager - Financial Institutions (Fintech)

TL;DR

Relationship Manager - Financial Institutions (Fintech): Prospecting and running sales presentations to financial institution partners and business owners to close deals in a fast sales cycle with an accent on building trusted partnerships and upselling products. Focus on achieving production quotas through branch visits, client financial analysis, and maintaining CRM records.

San Diego, California. Must live in the area relative to job posting location and be in the field a minimum of 75% of the time. Requires regular driving to visit client sites; valid driver's license necessary.

Base Salary: $40,000; OTE: $100,000 - $130,000+ (including residuals and bonuses).

Company

hirify.global enables millions to move money between buyers and sellers through software solutions and services supporting business owners.

What you will do

• Prospect new clients into North America Merchant Services and close deals using tablet-based CRM (Atlas) for presentations, financial analysis, and paperless contracts.
• Visit assigned financial institution branches weekly to build and maintain partnerships, align with branch goals, and drive collaboration.
• Upsell current clients on additional hirify.global products and services.
• Maintain client records in Atlas and Salesforce, including call notes and interactions.
• Attend weekly team meetings, one-on-ones, and field rides with District Manager; participate in monthly training and bank meetings.
• Stay updated on product portfolio and financial technology industry trends.

Requirements

• Live in area relative to San Diego, California; valid driver's license required for regular driving to client sites
• Be in the field a minimum of 75% of the time
• 4+ years of sales experience
• 18 years of age or older
• Excellent prospecting, communication, presentation, and networking skills
• Experience with pipeline lead management

Nice to have

• High school diploma/GED
• At least two years of relevant experience

Culture & Benefits

• Comprehensive benefits including medical, dental, vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching, and worldwide days of service.
• Team-oriented environment with weekly meetings, one-on-ones, and field coaching from District Manager.
• Incentive-driven culture rewarding quota achievement through bonuses and residual income.