Greenlight is the leading family fintech company on a mission to help parents raise financially smart kids. Our Commercial Team partners with over 100 banks and credit unions to deliver essential family banking tools. Greenlight’s B2B SaaS solution has become a key tool for financial institutions to grow and retain customers while also helping provide financial education to the communities they serve.

True to the company’s entrepreneurial roots, the partnerships team was created to find additional paths for customer acquisition and new revenue growth. This team has recently built an impactful portfolio of partnerships with leading brands such as JP Morgan Chase, Morgan Stanley, WaFd, Community Financial Credit Union and T-Mobile among others and the account executive will have the opportunity to help scale innovative partnerships with banks and credit unions.

Reporting to the Sales Director, this Account Executive role will primarily be responsible for selling Greenlight’s tailored suite of products into B2B clients. We are looking for someone with strong critical thinking skills who can effectively communicate and work with internal and external teams to grow this B2B sales channel.

This role is perfect for a self-starter who can be resilient in pursuit of meeting goals. You should relish the opportunity to build new relationships and roll-up your sleeves to secure new partnerships. This team moves fast and is always hustling so you will need to be able to effortlessly navigate multiple projects/deals simultaneously.

Your day-to-day:

Drive the entire sales lifecycle from effectively prospecting through to closing new partnership relationships

Be a relationship builder who understands how to get to a decision maker while consistently being multi-threaded within an organization

Relish the opportunity to take a test and learn approach to selling new products into partners that are heavily regulated

Clearly communicate key concepts and be at ease presenting in front of key external stakeholders

Identifying key stakeholders and decision makers within your assigned territory, understanding their needs, create urgency and demonstrate how Greenlight will help them achieve their goals

Prospect and build a pipeline within your assigned territory

Build pricing proposals with crisp detail within the Greenlight guidelines

Partner with our legal team on the negotiation and execution of contracts

Collaborate with internal partner success, sales enablement and operations teams to seamlessly onboard new partners

Collaborate with cross-functional teams within Greenlight to provide valuable market feedback and from prospects

What you’ll bring to the team:

3+ years quota carrying experience within a high-paced startup environment

Experience building and maintaining significant business relationships with community banks and credit unions highly preferred

Experience with SaaS companies and an understanding of their sales cycle challenges

Highly organized, with the ability to prioritize competing tasks and work in a fast paced environment

Ability to create urgency and influence stakeholders and decision makers in the ever-changing financial landscape

Strong analytical and communication skills with the ability to “think on your feet” in order to get things done

Ability to stay agile and flexible in a changing environment

Team-player, coachable and always looking for the next growth opportunity

Not sure this one’s for you? Don’t count yourself out. Show us what you’ve got and we’ll reach out if there’s a great fit.

Location: We are currently prioritizing candidates who are based in the greater Boston, Massachusetts or Atlanta, Georgia area.

Work perks at Greenlight:

Medical, dental, vision, and HSA match

Paid life insurance, AD&D, and disability benefits

Traditional 401k with company match

Unlimited PTO

Paid company holidays and pop-up bonus holidays

Professional development stipend

Mental health resources

1:1 financial planners

Fertility healthcare

100% paid parental and caregiving leave, plus cleaning service and meals during your leave

Flexible WFH, both remote and in-office opportunities

Fully stocked kitchen, catered lunches, and occasional in-office happy hours

Employee resource groups

Account Executive, Financial Institutions

About this role

Your day-to-day:

What you’ll bring to the team:

Work perks at Greenlight:

Skills

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