Logo for Finastra

Sales Executive, Retail Lending

Role overview

Qualifications

  • B2B sales experience in fintech, financial services technology, SaaS, or enterprise software
  • Proven success acquiring net new customers and exceeding sales quotas
  • Experience selling solutions to banks, credit unions, mortgage lenders, or other financial institutions
  • Bachelor's degree or equivalent experience

Responsibilities

  • Identify, prospect, and acquire new customers within your assigned territory
  • Build and execute territory plans to drive consistent pipeline growth and new logo wins
  • Develop trusted relationships with senior business and technology stakeholders
  • Lead complex sales cycles from discovery through negotiation and close

Key facts

Hard skills

Other skills

  • Communication
  • Presentations
  • Negotiation
  • Sales
  • Relationship Building

About the company

Finastra logo

Finastra

Computer Software / SaaS

Pioneering a world of OPEN FINANCE Industry expertise, open technology and a global ecosystem: We unlock the potential of people, communities and businesses everywhere

Company details

Company typeScaleup
IndustryComputer Software / SaaS
Company size10001

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Job description

Who are we?


At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries.

What Will You Contribute?

As a Sales Executive at Finastra, you will be responsible for driving new logo acquisition across banks, credit unions, and financial institutions. You'll help prospects modernize their lending and mortgage operations through Finastra's industry-leading solutions, including LaserPro and Mortgagebot.

This is a true hunter role focused on building pipeline, winning new business, and expanding Finastra's market presence. Success will be measured by your ability to create opportunities, close new customers, and exceed revenue targets.

Responsibilities & Deliverables:

  • Identify, prospect, and acquire new customers within your assigned territory.

  • Build and execute territory plans to drive consistent pipeline growth and new logo wins.

  • Develop trusted relationships with senior business and technology stakeholders.

  • Lead complex sales cycles from discovery through negotiation and close.

  • Partner with Solution Consulting and other internal teams to deliver compelling customer solutions.

  • Articulate business value, ROI, and competitive differentiation to prospective clients.

  • Maintain accurate pipeline management and forecasting within Salesforce.

  • Consistently achieve or exceed bookings and revenue targets.

  • Represent Finastra at industry events, conferences, and customer meetings.

  • Travel up to 35%.

Required Skills & Experience:

  • B2B sales experience in fintech, financial services technology, SaaS, or enterprise software.

  • Proven success acquiring net new customers and exceeding sales quotas.

  • Experience selling solutions to banks, credit unions, mortgage lenders, or other financial institutions.

  • Strong prospecting, pipeline generation, and territory management skills.

  • Demonstrated ability to engage and influence executive-level decision-makers.

  • Experience managing complex, consultative sales cycles from prospecting through close.

  • Knowledge of lending, mortgage, banking, or financial technology solutions preferred.

  • Proficiency with Salesforce and sales forecasting.

  • Strong communication, presentation, and negotiation skills.

  • Experience with value-based selling methodologies such as MEDDICC, Challenger, or similar is a plus.

  • Bachelor's degree or equivalent experience.

We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we stand for:

Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.

Well‑being: Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work.

Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.*

Sustainability: Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you.

Inclusion: Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute.

Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.

Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.

*Specific benefits may vary by location.

At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.

Be unique. Be exceptional. Help us make a difference at Finastra.

Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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