Description
This person must have experience in consultative sales and must understand various call center sales techniques, CRM systems and should have proven experience building sales related training. By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools.
Requirements: • Knowledge of effective consultative sales approaches and resources to train these skills. • Strong knowledge adult learning principles, methods, and techniques. • Problem solving and organizational skills. • High degree of flexibility and ability to effectively prioritize and complete multiple tasks. • Ability to work independently and in a collaborative team environment. • Effectively communicates with multiple levels of leadership. • Excellent presentation and public speaking skills. • Proficiency in Microsoft Office. • Professional demeanor and attitude. • Must be willing to travel for weeks at a time. Essential Functions & Responsibilities • Facilitate training to ensure consistent and complete understanding of the programs. • Planning, coordinating and conducting training for new and existing personnel. • Assess and monitor the progress of learners during training. • Coach and develop learners for improvement and retention. • Identify performance gaps, root cause, and provide solutions to training peers. • Research and answer inquiries from learners to improve knowledge and understating. • Assist in the evaluation of the effectiveness of training based on learner feedback. • Attend weekly conference calls, workgroups and other meetings. • Other duties, as assigned. Supervisory Responsibility The trainer role is responsible for classroom time and is considered the leader in the organization at that time. New hires will report to the trainer and payroll will be approved through the training function for the duration of training. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; stand; walk; use hands to finger, handle or feel; and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Position Type/Expected Hours of Work This is a full-time position and hours of work and days are Monday through Friday, 8:00 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand. EEO Statement SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, SoFi complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. SoFi expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of SoFi’s employees to perform their job duties may result in discipline up to and including discharge. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Sep 24, 2018
Full time
Description
This person must have experience in consultative sales and must understand various call center sales techniques, CRM systems and should have proven experience building sales related training. By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools.
Requirements: • Knowledge of effective consultative sales approaches and resources to train these skills. • Strong knowledge adult learning principles, methods, and techniques. • Problem solving and organizational skills. • High degree of flexibility and ability to effectively prioritize and complete multiple tasks. • Ability to work independently and in a collaborative team environment. • Effectively communicates with multiple levels of leadership. • Excellent presentation and public speaking skills. • Proficiency in Microsoft Office. • Professional demeanor and attitude. • Must be willing to travel for weeks at a time. Essential Functions & Responsibilities • Facilitate training to ensure consistent and complete understanding of the programs. • Planning, coordinating and conducting training for new and existing personnel. • Assess and monitor the progress of learners during training. • Coach and develop learners for improvement and retention. • Identify performance gaps, root cause, and provide solutions to training peers. • Research and answer inquiries from learners to improve knowledge and understating. • Assist in the evaluation of the effectiveness of training based on learner feedback. • Attend weekly conference calls, workgroups and other meetings. • Other duties, as assigned. Supervisory Responsibility The trainer role is responsible for classroom time and is considered the leader in the organization at that time. New hires will report to the trainer and payroll will be approved through the training function for the duration of training. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; stand; walk; use hands to finger, handle or feel; and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Position Type/Expected Hours of Work This is a full-time position and hours of work and days are Monday through Friday, 8:00 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand. EEO Statement SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, SoFi complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. SoFi expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of SoFi’s employees to perform their job duties may result in discipline up to and including discharge. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Description
About the Role
Employee will make judgmental lending decisions to approve applications and credit line modification requests while identifying and minimizing potential credit and fraud losses. The role requires the candidate to provide quality service to all customers both internal and external via inbound and outbound phone calls, email and chat.
We are looking for a creative and dedicated individual who will fit our innovative, transparent, collaborative culture. Our ideal candidate is structured, but flexible, and applies credit policy in a uniform manner to yield consistent results. If you enjoy working with other professionals who believe in creating innovative solutions to problems, we encourage you to apply.
By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools.
SoFi is a new kind of finance company taking a radical approach to lending, wealth management and insurance. From unprecedented products and tools to faster service and open conversations, we’re all about helping our members get ahead and find success. Whether they’re looking to buy a home, save money on student loans, ascend in their careers, or invest in the future, the SoFi community works to empower our members to accomplish the goals they set and achieve financial greatness as a result. Having raised nearly $2 billion in funding since 2011 and boasting over 500,000 members and 1,500 employees, SoFi’s future is bright.
Responsibilities
Responsible for judgmentally decisioning new consumer loan applications and credit line modifications requests using SoFi’s lending philosophy and applying our credit policy
Assess credit/fraud risk on each application
Analyze, process and review consumer credit applications to determine creditworthiness
Render credit decisions based on various financial metrics and scores like FICO, debt-to-income ratios, credit reports, employment, ability to pay, income, payment to income ratios and capacity of applicant(s)
Make outbound calls as necessary to develop credit and risk profile, ascertain additional information and to facilitate final disposition of applications
Process inbound calls from Members and/or other SoFi associates
Consistently meet performance standards set by the department
Contribute ideas and recommendations for process improvements to the department or SoFi.
Identify trends/issues on a daily basis and bring to the attention of the management staff
Participate in side by sides with newly hired colleagues
Skills
Formal credit training and education with;
3-5+ years of credit underwriting experience within consumer loan products
Preferred Qualifications/Skills
College level education
Prior judgmental lending experience in unsecured consumer products
Knowledge of MS Office applications
Excellent oral communication skills (grammar, positive tone, active listening, etiquette, empathy, confidence)
Excellent written skills (spelling, logical thought processes and sentence construction, appropriate word choice)
Extremely customer-focused; positive, professional attitude
Intelligent, self-motivated, quick learner and detail oriented
Strong PC skills
Very good organization and work prioritization skills
Ability to work independently as well as collaboratively
Benefits
Lunch on Sofi daily, a fully stocked kitchen, and subsidized gym membership.
Competitive salary packages and bonuses.
A flexible vacation policy allows you to truly relax and reboot.
Comprehensive health, vision, dental, and life insurance as well as disability benefits.
100% of health, vision, and dental premiums paid by SoFi for employees and their dependents.
401(k) and education on retirement planning.
Tuition reimbursement on approved programs, up to $5,250 a year.
Sep 24, 2018
Full time
Description
About the Role
Employee will make judgmental lending decisions to approve applications and credit line modification requests while identifying and minimizing potential credit and fraud losses. The role requires the candidate to provide quality service to all customers both internal and external via inbound and outbound phone calls, email and chat.
We are looking for a creative and dedicated individual who will fit our innovative, transparent, collaborative culture. Our ideal candidate is structured, but flexible, and applies credit policy in a uniform manner to yield consistent results. If you enjoy working with other professionals who believe in creating innovative solutions to problems, we encourage you to apply.
By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools.
SoFi is a new kind of finance company taking a radical approach to lending, wealth management and insurance. From unprecedented products and tools to faster service and open conversations, we’re all about helping our members get ahead and find success. Whether they’re looking to buy a home, save money on student loans, ascend in their careers, or invest in the future, the SoFi community works to empower our members to accomplish the goals they set and achieve financial greatness as a result. Having raised nearly $2 billion in funding since 2011 and boasting over 500,000 members and 1,500 employees, SoFi’s future is bright.
Responsibilities
Responsible for judgmentally decisioning new consumer loan applications and credit line modifications requests using SoFi’s lending philosophy and applying our credit policy
Assess credit/fraud risk on each application
Analyze, process and review consumer credit applications to determine creditworthiness
Render credit decisions based on various financial metrics and scores like FICO, debt-to-income ratios, credit reports, employment, ability to pay, income, payment to income ratios and capacity of applicant(s)
Make outbound calls as necessary to develop credit and risk profile, ascertain additional information and to facilitate final disposition of applications
Process inbound calls from Members and/or other SoFi associates
Consistently meet performance standards set by the department
Contribute ideas and recommendations for process improvements to the department or SoFi.
Identify trends/issues on a daily basis and bring to the attention of the management staff
Participate in side by sides with newly hired colleagues
Skills
Formal credit training and education with;
3-5+ years of credit underwriting experience within consumer loan products
Preferred Qualifications/Skills
College level education
Prior judgmental lending experience in unsecured consumer products
Knowledge of MS Office applications
Excellent oral communication skills (grammar, positive tone, active listening, etiquette, empathy, confidence)
Excellent written skills (spelling, logical thought processes and sentence construction, appropriate word choice)
Extremely customer-focused; positive, professional attitude
Intelligent, self-motivated, quick learner and detail oriented
Strong PC skills
Very good organization and work prioritization skills
Ability to work independently as well as collaboratively
Benefits
Lunch on Sofi daily, a fully stocked kitchen, and subsidized gym membership.
Competitive salary packages and bonuses.
A flexible vacation policy allows you to truly relax and reboot.
Comprehensive health, vision, dental, and life insurance as well as disability benefits.
100% of health, vision, and dental premiums paid by SoFi for employees and their dependents.
401(k) and education on retirement planning.
Tuition reimbursement on approved programs, up to $5,250 a year.
Description
About the Role
SoFi is hiring an experienced credit analyst to join our operations department. The successful candidate will be responsible for various judgmental lending functions including: application processing for consumer loan products, decisions on qualifying loan/commitment amounts, loan structuring, high risk account management functions, and interacting with Members via the phone as it relates to credit underwriting decisions and adverse action. They will make judgmental lending decisions to approve applications and credit line modification requests while identifying and minimizing potential credit and fraud losses. The role requires the candidate to provide quality service to all customers both internal and external via inbound and outbound phone calls, email and chat.
We are looking for a creative and dedicated individual who will fit our innovative, transparent, collaborative culture. Our ideal candidate is structured, but flexible, and applies credit policy in a uniform manner to yield consistent results. If you enjoy working with other professionals who believe in creating innovative solutions to problems, we encourage you to apply.
By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools.
SoFi is a new kind of finance company taking a radical approach to lending, wealth management and insurance. From unprecedented products and tools to faster service and open conversations, we’re all about helping our members get ahead and find success. Whether they’re looking to buy a home, save money on student loans, ascend in their careers, or invest in the future, the SoFi community works to empower our members to accomplish the goals they set and achieve financial greatness as a result. Having raised nearly $2 billion in funding since 2011 and boasting over 500,000 members and 1,500 employees, SoFi’s future is bright.
Responsibilities
Responsible for judgmentally decisioning new consumer loan applications and credit line modifications requests using SoFi’s lending philosophy and applying our credit policy
Assess credit/fraud risk on each application
Analyze, process and review consumer credit applications to determine creditworthiness
Render credit decisions based on various financial metrics and scores like FICO, debt-to-income ratios, credit reports, employment, ability to pay, income, payment to income ratios and capacity of applicant(s)
Make outbound calls as necessary to develop credit and risk profile, ascertain additional information and to facilitate final disposition of applications
Process inbound calls from Members and/or other SoFi associates
Consistently meet performance standards set by the department
Contribute ideas and recommendations for process improvements to the department or SoFi.
Identify trends/issues on a daily basis and bring to the attention of the management staff
Participate in side by sides with newly hired colleagues
Skills
Formal credit training and education with;
3-5+ years of credit underwriting experience within consumer loan products
Preferred Qualifications/Skills
College level education
Prior judgmental lending experience in unsecured consumer products
Knowledge of MS Office applications
Excellent oral communication skills (grammar, positive tone, active listening, etiquette, empathy, confidence)
Excellent written skills (spelling, logical thought processes and sentence construction, appropriate word choice)
Extremely customer-focused; positive, professional attitude
Intelligent, self-motivated, quick learner and detail oriented
Strong PC skills
Very good organization and work prioritization skills
Ability to work independently as well as collaboratively
Benefits
Lunch on Sofi daily, a fully stocked kitchen, and subsidized gym membership.
Competitive salary packages and bonuses.
A flexible vacation policy allows you to truly relax and reboot.
Comprehensive health, vision, dental, and life insurance as well as disability benefits.
100% of health, vision, and dental premiums paid by SoFi for employees and their dependents.
401(k) and education on retirement planning.
Tuition reimbursement on approved programs, up to $5,250 a year.
Sep 24, 2018
Full time
Description
About the Role
SoFi is hiring an experienced credit analyst to join our operations department. The successful candidate will be responsible for various judgmental lending functions including: application processing for consumer loan products, decisions on qualifying loan/commitment amounts, loan structuring, high risk account management functions, and interacting with Members via the phone as it relates to credit underwriting decisions and adverse action. They will make judgmental lending decisions to approve applications and credit line modification requests while identifying and minimizing potential credit and fraud losses. The role requires the candidate to provide quality service to all customers both internal and external via inbound and outbound phone calls, email and chat.
We are looking for a creative and dedicated individual who will fit our innovative, transparent, collaborative culture. Our ideal candidate is structured, but flexible, and applies credit policy in a uniform manner to yield consistent results. If you enjoy working with other professionals who believe in creating innovative solutions to problems, we encourage you to apply.
By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools.
SoFi is a new kind of finance company taking a radical approach to lending, wealth management and insurance. From unprecedented products and tools to faster service and open conversations, we’re all about helping our members get ahead and find success. Whether they’re looking to buy a home, save money on student loans, ascend in their careers, or invest in the future, the SoFi community works to empower our members to accomplish the goals they set and achieve financial greatness as a result. Having raised nearly $2 billion in funding since 2011 and boasting over 500,000 members and 1,500 employees, SoFi’s future is bright.
Responsibilities
Responsible for judgmentally decisioning new consumer loan applications and credit line modifications requests using SoFi’s lending philosophy and applying our credit policy
Assess credit/fraud risk on each application
Analyze, process and review consumer credit applications to determine creditworthiness
Render credit decisions based on various financial metrics and scores like FICO, debt-to-income ratios, credit reports, employment, ability to pay, income, payment to income ratios and capacity of applicant(s)
Make outbound calls as necessary to develop credit and risk profile, ascertain additional information and to facilitate final disposition of applications
Process inbound calls from Members and/or other SoFi associates
Consistently meet performance standards set by the department
Contribute ideas and recommendations for process improvements to the department or SoFi.
Identify trends/issues on a daily basis and bring to the attention of the management staff
Participate in side by sides with newly hired colleagues
Skills
Formal credit training and education with;
3-5+ years of credit underwriting experience within consumer loan products
Preferred Qualifications/Skills
College level education
Prior judgmental lending experience in unsecured consumer products
Knowledge of MS Office applications
Excellent oral communication skills (grammar, positive tone, active listening, etiquette, empathy, confidence)
Excellent written skills (spelling, logical thought processes and sentence construction, appropriate word choice)
Extremely customer-focused; positive, professional attitude
Intelligent, self-motivated, quick learner and detail oriented
Strong PC skills
Very good organization and work prioritization skills
Ability to work independently as well as collaboratively
Benefits
Lunch on Sofi daily, a fully stocked kitchen, and subsidized gym membership.
Competitive salary packages and bonuses.
A flexible vacation policy allows you to truly relax and reboot.
Comprehensive health, vision, dental, and life insurance as well as disability benefits.
100% of health, vision, and dental premiums paid by SoFi for employees and their dependents.
401(k) and education on retirement planning.
Tuition reimbursement on approved programs, up to $5,250 a year.
Robinhood is changing the way America invests. We believe our financial system should work for everyone and not just a few. We offer commission-free trading for stocks, ETFs, options, and cryptocurrencies—all in one, user-friendly platform. Since our public launch in 2015, we’ve enabled millions of people to participate in the markets, cementing us as the fastest-growing brokerage ever.
About the Role:
Robinhood is seeking a leader for its New Accounts team. You’ll be responsible for supervising our account analyst team, opening new accounts, and performing general account maintenance duties. You’ll be responsible for ensuring service levels are met and for maintaining our processes and guidelines for opening new accounts. This is a unique opportunity to pilot one of the most important and efficient pillars of Robinhood’s business.
As our New Accounts Specialist you will:
Lead a team responsible for reviewing new accounts
Approve new accounts
Activate and deactivate accounts
Analyze metrics to ensure we’re hitting key benchmarks
Ensure our training programs remain effective
Keep documentation up to date with new account opening procedures
Adhere to regulatory requirements
Some things we consider critical to being our New Accounts Specialist:
Bachelor’s Degree or equivalent work experience
2+ years working in a brokerage operation
Series 7 & 24 or ability to attain within 3 months
Excellent interpersonal skills
Self-starter with the ability to work independently
Ability to adapt to a changing environment
Sep 19, 2018
Full time
Robinhood is changing the way America invests. We believe our financial system should work for everyone and not just a few. We offer commission-free trading for stocks, ETFs, options, and cryptocurrencies—all in one, user-friendly platform. Since our public launch in 2015, we’ve enabled millions of people to participate in the markets, cementing us as the fastest-growing brokerage ever.
About the Role:
Robinhood is seeking a leader for its New Accounts team. You’ll be responsible for supervising our account analyst team, opening new accounts, and performing general account maintenance duties. You’ll be responsible for ensuring service levels are met and for maintaining our processes and guidelines for opening new accounts. This is a unique opportunity to pilot one of the most important and efficient pillars of Robinhood’s business.
As our New Accounts Specialist you will:
Lead a team responsible for reviewing new accounts
Approve new accounts
Activate and deactivate accounts
Analyze metrics to ensure we’re hitting key benchmarks
Ensure our training programs remain effective
Keep documentation up to date with new account opening procedures
Adhere to regulatory requirements
Some things we consider critical to being our New Accounts Specialist:
Bachelor’s Degree or equivalent work experience
2+ years working in a brokerage operation
Series 7 & 24 or ability to attain within 3 months
Excellent interpersonal skills
Self-starter with the ability to work independently
Ability to adapt to a changing environment
As a Sales Director at Enigma, you'll be responsible for driving the strategy for identifying, cultivating, and forging new client relationships with the world’s preeminent companies and organizations. In this dynamic role, you will be opening up strategic dialogues with Fortune 500 executives and leading hedge funds around their key business priorities, particularly as they pertain to data, and working closely with their executives as a trusted advisor to identify how Enigma’s unique data and technology can address their pressing challenges and deliver value. Ultimately your success will be measured by your ability to close large and complex enterprise deals with some of the most preeminent organizations in the world, adding to the stable of Fortune 500 companies and leading hedge funds Enigma already counts among our clients.
About you: You believe in the transformative power of data and are excited by its potential to drive impactful change. You embrace responsibility: the bucks stops with you. You love sales and have a track record of performance. You are consultative in your commercial approach. You are entrepreneurial, resourceful, and self-motivated, able to execute autonomously and at a high-level without directions and resources being served up on a silver platter. You have top-notch business sense and communications skills such that you are highly credible with senior executives at large organizations. You are adept at putting yourself in the shoes of the buyer and the end-user, and understand how to execute on proposal development, negotiation strategy, and deal economics. You have extremely high attention to detail and project management skills. You are a great listener, communicator and teammate. You are high energy and take pride in your craft.
The role: You will become asked to become a domain expert in areas ranging from alternative data use in quantitative investing to pharmaceutical safety. You will resourcefully network and forge relationships with industry leaders, building Enigma’s reputation, developing smart proposals that get to the heart of value delivery, designing detailed client engagement programs, leading complex negotiations, and closing millions of dollars in large enterprise sales, building true partnerships with our clients. You will also work closely with our product team to continually identify new problems Enigma can solve in a world-class manner. You will play a critical role in helping Enigma grow into the leading data technology company.
The ideal candidate:
Bachelor’s degree, advanced technical degree or MBA is a plus
7+ years work experience, with past success in sales or business development, ideally in startup or growth-stage companies
Prior experience closing large (high six and seven-figures) and complex sales or strategic partnerships, ideally with Fortune 1000 companies
Strong understanding of and passion for how enterprises can use data to operate more intelligently and efficiently, with significant technical acumen
Experience selling complex products / enterprise software
Experience with the data operations of companies in financial services, life sciences, manufacturing, insurance and hedge funds a major plus
Strong written and verbal communication skills
Self-starter with ability to multitask and manage time effectively under tight deadlines
True entrepreneurial mindset with the ability to operate successfully in a growth company environment
Significant experience working directly with C-level executives
Generosity, curiosity and hustle (our values)
Our Story:
Enigma is a rapidly growing enterprise technology company based in the Flatiron neighborhood of New York City. We are Series B funded, partnering with some of the best investors in the world: New Enterprise Associates, Two Sigma Ventures, Comcast Ventures, Crosslink Capital, American Express Ventures, and others.
Founded in 2012, Enigma was started based on the realization that there was tremendous potential in using public data to understand how the world works, but that it was untapped because the data is highly fragmented and disconnected. Enigma set out to change that by building and organizing one of the largest collections of public data in the world, and our big coming out party was winning TechCrunch Disrupts Battlefield in 2013. Our vision has remained steadfast, we want to empower people to interpret, and improve, the world around them. However, we have expanded our ability to realize this vision by combining our massive public data repository with an ecosystem of software and tools designed to link, resolve, enhance and apply data to help global-scale companies take on some of their hardest problems, ranging from preventing money laundering to ensuring patient safety.
Sep 17, 2018
Full time
As a Sales Director at Enigma, you'll be responsible for driving the strategy for identifying, cultivating, and forging new client relationships with the world’s preeminent companies and organizations. In this dynamic role, you will be opening up strategic dialogues with Fortune 500 executives and leading hedge funds around their key business priorities, particularly as they pertain to data, and working closely with their executives as a trusted advisor to identify how Enigma’s unique data and technology can address their pressing challenges and deliver value. Ultimately your success will be measured by your ability to close large and complex enterprise deals with some of the most preeminent organizations in the world, adding to the stable of Fortune 500 companies and leading hedge funds Enigma already counts among our clients.
About you: You believe in the transformative power of data and are excited by its potential to drive impactful change. You embrace responsibility: the bucks stops with you. You love sales and have a track record of performance. You are consultative in your commercial approach. You are entrepreneurial, resourceful, and self-motivated, able to execute autonomously and at a high-level without directions and resources being served up on a silver platter. You have top-notch business sense and communications skills such that you are highly credible with senior executives at large organizations. You are adept at putting yourself in the shoes of the buyer and the end-user, and understand how to execute on proposal development, negotiation strategy, and deal economics. You have extremely high attention to detail and project management skills. You are a great listener, communicator and teammate. You are high energy and take pride in your craft.
The role: You will become asked to become a domain expert in areas ranging from alternative data use in quantitative investing to pharmaceutical safety. You will resourcefully network and forge relationships with industry leaders, building Enigma’s reputation, developing smart proposals that get to the heart of value delivery, designing detailed client engagement programs, leading complex negotiations, and closing millions of dollars in large enterprise sales, building true partnerships with our clients. You will also work closely with our product team to continually identify new problems Enigma can solve in a world-class manner. You will play a critical role in helping Enigma grow into the leading data technology company.
The ideal candidate:
Bachelor’s degree, advanced technical degree or MBA is a plus
7+ years work experience, with past success in sales or business development, ideally in startup or growth-stage companies
Prior experience closing large (high six and seven-figures) and complex sales or strategic partnerships, ideally with Fortune 1000 companies
Strong understanding of and passion for how enterprises can use data to operate more intelligently and efficiently, with significant technical acumen
Experience selling complex products / enterprise software
Experience with the data operations of companies in financial services, life sciences, manufacturing, insurance and hedge funds a major plus
Strong written and verbal communication skills
Self-starter with ability to multitask and manage time effectively under tight deadlines
True entrepreneurial mindset with the ability to operate successfully in a growth company environment
Significant experience working directly with C-level executives
Generosity, curiosity and hustle (our values)
Our Story:
Enigma is a rapidly growing enterprise technology company based in the Flatiron neighborhood of New York City. We are Series B funded, partnering with some of the best investors in the world: New Enterprise Associates, Two Sigma Ventures, Comcast Ventures, Crosslink Capital, American Express Ventures, and others.
Founded in 2012, Enigma was started based on the realization that there was tremendous potential in using public data to understand how the world works, but that it was untapped because the data is highly fragmented and disconnected. Enigma set out to change that by building and organizing one of the largest collections of public data in the world, and our big coming out party was winning TechCrunch Disrupts Battlefield in 2013. Our vision has remained steadfast, we want to empower people to interpret, and improve, the world around them. However, we have expanded our ability to realize this vision by combining our massive public data repository with an ecosystem of software and tools designed to link, resolve, enhance and apply data to help global-scale companies take on some of their hardest problems, ranging from preventing money laundering to ensuring patient safety.
Introduction
At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description
Guideline is seeking a Customer Success Manager to join its growing Customer Success Team. This individual will be responsible for developing and maintaining client relationships, serving as the go-to person for clients after onboarding, ensuring they get the most our product has to offer. We are seeking a natural client advocate who will go to great lengths to provide clients with nothing short of a positive experience. This is a perfect opportunity for someone who loves to build relationships.
Responsibilities
Act as the primary point of contact for our clients
Own the client experience after the point of onboarding, ensuring our clients are supported and satisfied
Drive product value by introducing new features and products to our clients
Execute routine analyses for onboarded plans to ensure plan client success
Manage 401(k) plan design changes and upgrades for Guideline clients
Advocate for client product features; provide user feedback for new product features
Collaborate cross functionally with sales, engineering, operations, and our in-house financial planners in order to troubleshoot and help clients
Qualifications
3+ years experience in project management, account management, customer care, or Fintech
Results-driven with exemplary phone, listening, and writing skills
Experience with customer support platforms and CRMs (Zendesk, Desk.com, Salesforce)
Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals
Creative and analytical problem-solving skills
Demonstrated strong verbal and written communication skills
Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must
Enthusiastic and high energy, but also poised, confident and extremely professional
CRPS a plus
Bachelor’s degree preferred or equivalent field-related experience
Ability to pass background and credit check for employment
As a full-time employee at Guideline, you’ll enjoy:
An industry-competitive salary
Full health benefits, with 100% premium coverage for health, vision, and dental
The freedom to take time when you need it, with an unlimited vacation policy
Generous paid maternity/paternity leave policies as well as short and long-term disability benefits
An employer-matched Guideline 401(k)
Daily catered lunch, in addition to more snacks, coffee, and beverages than you could ever consume
Computer and monitor setup of your choosing
A spacious office in San Mateo, steps away from the Caltrain station, that happens to have an on-site beer garden, two Bocce Ball courts, and is conveniently across the street from Blue Bottle and Tin Cup
The opportunity to work coast to coast: in addition to our HQ in San Mateo, we have a centrally-located office in Portland, Maine
Sep 13, 2018
Full time
Introduction
At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description
Guideline is seeking a Customer Success Manager to join its growing Customer Success Team. This individual will be responsible for developing and maintaining client relationships, serving as the go-to person for clients after onboarding, ensuring they get the most our product has to offer. We are seeking a natural client advocate who will go to great lengths to provide clients with nothing short of a positive experience. This is a perfect opportunity for someone who loves to build relationships.
Responsibilities
Act as the primary point of contact for our clients
Own the client experience after the point of onboarding, ensuring our clients are supported and satisfied
Drive product value by introducing new features and products to our clients
Execute routine analyses for onboarded plans to ensure plan client success
Manage 401(k) plan design changes and upgrades for Guideline clients
Advocate for client product features; provide user feedback for new product features
Collaborate cross functionally with sales, engineering, operations, and our in-house financial planners in order to troubleshoot and help clients
Qualifications
3+ years experience in project management, account management, customer care, or Fintech
Results-driven with exemplary phone, listening, and writing skills
Experience with customer support platforms and CRMs (Zendesk, Desk.com, Salesforce)
Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals
Creative and analytical problem-solving skills
Demonstrated strong verbal and written communication skills
Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must
Enthusiastic and high energy, but also poised, confident and extremely professional
CRPS a plus
Bachelor’s degree preferred or equivalent field-related experience
Ability to pass background and credit check for employment
As a full-time employee at Guideline, you’ll enjoy:
An industry-competitive salary
Full health benefits, with 100% premium coverage for health, vision, and dental
The freedom to take time when you need it, with an unlimited vacation policy
Generous paid maternity/paternity leave policies as well as short and long-term disability benefits
An employer-matched Guideline 401(k)
Daily catered lunch, in addition to more snacks, coffee, and beverages than you could ever consume
Computer and monitor setup of your choosing
A spacious office in San Mateo, steps away from the Caltrain station, that happens to have an on-site beer garden, two Bocce Ball courts, and is conveniently across the street from Blue Bottle and Tin Cup
The opportunity to work coast to coast: in addition to our HQ in San Mateo, we have a centrally-located office in Portland, Maine
Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description We’re looking to grow our Customer Success team. This is the perfect opportunity for someone who loves to troubleshoot and assist others with finding the best solution. You may not know what the answer is, but you are determined and will stop at nothing to get to the bottom of things! You are highly organized and know nothing but Inbox Zero in Gmail. Most of all, you’re a people person, and thrive in helping others and building relationships!
Responsibilities:
• Own the customer experience once the deal is signed, ensuring that our customers are supported and satisfied • Be the frontline, oftentimes the first interaction a participant has with Guideline • Act as the voice of our customers - identify trends and gaps based on communication and feedback from customers • Support customers with multiple channels, including: email, live chat, and phone • Be the go-to person once plan has signed up - handling any questions and educating clients and participants as needed • Collaborate interdepartmentally with sales, engineering, operations, and our in-house financial planners in order to troubleshoot and help customers
Desired Skills and Experience:
• BA/BS degree • 1-2 years experience in customer care or success • Experience with customer support platforms and CRMs (Zendesk, Desk.com, Salesforce) • Excellent verbal and written communication • Highly proficient with Google Apps and macOS • Naturally empathetic individual who genuinely loves helping people • Benefits and/or 401(k) experience a plus • Multi-tasking and organization are innate skills • Ability to pass background and credit check for employment
Sep 13, 2018
Full time
Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description We’re looking to grow our Customer Success team. This is the perfect opportunity for someone who loves to troubleshoot and assist others with finding the best solution. You may not know what the answer is, but you are determined and will stop at nothing to get to the bottom of things! You are highly organized and know nothing but Inbox Zero in Gmail. Most of all, you’re a people person, and thrive in helping others and building relationships!
Responsibilities:
• Own the customer experience once the deal is signed, ensuring that our customers are supported and satisfied • Be the frontline, oftentimes the first interaction a participant has with Guideline • Act as the voice of our customers - identify trends and gaps based on communication and feedback from customers • Support customers with multiple channels, including: email, live chat, and phone • Be the go-to person once plan has signed up - handling any questions and educating clients and participants as needed • Collaborate interdepartmentally with sales, engineering, operations, and our in-house financial planners in order to troubleshoot and help customers
Desired Skills and Experience:
• BA/BS degree • 1-2 years experience in customer care or success • Experience with customer support platforms and CRMs (Zendesk, Desk.com, Salesforce) • Excellent verbal and written communication • Highly proficient with Google Apps and macOS • Naturally empathetic individual who genuinely loves helping people • Benefits and/or 401(k) experience a plus • Multi-tasking and organization are innate skills • Ability to pass background and credit check for employment
Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone. Job Description
We’re looking to grow our Customer Success team. This is the perfect opportunity for someone who loves to troubleshoot and assist others with finding the best solution. You may not know what the answer is, but you are determined and will stop at nothing to get to the bottom of things! You are highly organized and know nothing but Inbox Zero in Gmail. Most of all, you’re a people person, and thrive in helping others and building relationships!
Responsibilities
• Own the customer experience once the deal is signed, ensuring that our customers are supported and satisfied • Be the frontline, oftentimes the first interaction a participant has with Guideline • Act as the voice of our customers - identify trends and gaps based on communication and feedback from customers • Support customers with multiple channels, including: email, live chat, and phone • Be the go-to person once plan has signed up - handling any questions and educating clients and participants as needed • Collaborate interdepartmentally with sales, engineering, operations, and our in-house financial planners in order to troubleshoot and help customers
Desired Skills and Experience
• BA/BS degree • 1-2 years experience in customer care or success • Experience with customer support platforms and CRMs (Zendesk, Desk.com, Salesforce) • Excellent verbal and written communication • Highly proficient with Google Apps and macOS • Naturally empathetic individual who genuinely loves helping people • Benefits and/or 401(k) experience a plus • Multi-tasking and organization are innate skills
• Ability to pass background and credit check for employment
Sep 13, 2018
Full time
Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone. Job Description
We’re looking to grow our Customer Success team. This is the perfect opportunity for someone who loves to troubleshoot and assist others with finding the best solution. You may not know what the answer is, but you are determined and will stop at nothing to get to the bottom of things! You are highly organized and know nothing but Inbox Zero in Gmail. Most of all, you’re a people person, and thrive in helping others and building relationships!
Responsibilities
• Own the customer experience once the deal is signed, ensuring that our customers are supported and satisfied • Be the frontline, oftentimes the first interaction a participant has with Guideline • Act as the voice of our customers - identify trends and gaps based on communication and feedback from customers • Support customers with multiple channels, including: email, live chat, and phone • Be the go-to person once plan has signed up - handling any questions and educating clients and participants as needed • Collaborate interdepartmentally with sales, engineering, operations, and our in-house financial planners in order to troubleshoot and help customers
Desired Skills and Experience
• BA/BS degree • 1-2 years experience in customer care or success • Experience with customer support platforms and CRMs (Zendesk, Desk.com, Salesforce) • Excellent verbal and written communication • Highly proficient with Google Apps and macOS • Naturally empathetic individual who genuinely loves helping people • Benefits and/or 401(k) experience a plus • Multi-tasking and organization are innate skills
• Ability to pass background and credit check for employment
Introduction
At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description
Guideline is seeking a Customer Success Business Analyst to join its growing Customer Success Team. In this role, you will be responsible for the implementation and continual optimization of the Customer Success team’s technical infrastructure and associated processes. This role is highly collaborative and impactful, working cross functionally with key stakeholders and teams across the organization to directly impact top level business metrics and KPIs.
Responsibilities
Implement and provide ongoing support for the Customer Success team's tools and platforms
Collaborate with team SMEs to update and maintain team SOPs and workflows
Monitor and streamline our customer feedback loop (NPS and CSAT)
Collaborate cross functionally with product, operations, compliance, engineering, sales and our CFPs in order to identify areas for improvement of the customer experience
Perform in depth reviews of customer trends and building out reporting for interdepartmental transparency
Execute routine analyses for onboarded plans to ensure the Customer Success team is supported to achieve client success
Report CS team metrics on a regular cadence
Qualifications
3+ years experience in project management, customer support, customer success
Experience administering customer support platforms and CRMs (Zendesk, Desk.com, Salesforce)
Adaptable, with the ability to pick up new technologies
Creative, with analytical problem-solving skills
Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must
Bachelor’s degree preferred (or equivalent field-related experience)
Experience with SFDC, Looker a plus
Ability to pass background and credit check for employment
As a full-time employee at Guideline, you’ll enjoy:
An industry-competitive salary
Full health benefits, with 100% premium coverage for health, vision, and dental
The freedom to take time when you need it, with an unlimited vacation policy
Generous paid maternity/paternity leave policies as well as short and long-term disability benefits
An employer-matched Guideline 401(k)
Daily catered lunch, in addition to more snacks, coffee, and beverages than you could ever consume
Computer and monitor setup of your choosing
A spacious office in San Mateo, steps away from the Caltrain station, that happens to have an on-site beer garden, two Bocce Ball courts, and is conveniently across the street from Blue Bottle and Tin Cup
The opportunity to work coast to coast: in addition to our HQ in San Mateo, we have a centrally-located office in Portland, Maine
Sep 13, 2018
Full time
Introduction
At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description
Guideline is seeking a Customer Success Business Analyst to join its growing Customer Success Team. In this role, you will be responsible for the implementation and continual optimization of the Customer Success team’s technical infrastructure and associated processes. This role is highly collaborative and impactful, working cross functionally with key stakeholders and teams across the organization to directly impact top level business metrics and KPIs.
Responsibilities
Implement and provide ongoing support for the Customer Success team's tools and platforms
Collaborate with team SMEs to update and maintain team SOPs and workflows
Monitor and streamline our customer feedback loop (NPS and CSAT)
Collaborate cross functionally with product, operations, compliance, engineering, sales and our CFPs in order to identify areas for improvement of the customer experience
Perform in depth reviews of customer trends and building out reporting for interdepartmental transparency
Execute routine analyses for onboarded plans to ensure the Customer Success team is supported to achieve client success
Report CS team metrics on a regular cadence
Qualifications
3+ years experience in project management, customer support, customer success
Experience administering customer support platforms and CRMs (Zendesk, Desk.com, Salesforce)
Adaptable, with the ability to pick up new technologies
Creative, with analytical problem-solving skills
Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must
Bachelor’s degree preferred (or equivalent field-related experience)
Experience with SFDC, Looker a plus
Ability to pass background and credit check for employment
As a full-time employee at Guideline, you’ll enjoy:
An industry-competitive salary
Full health benefits, with 100% premium coverage for health, vision, and dental
The freedom to take time when you need it, with an unlimited vacation policy
Generous paid maternity/paternity leave policies as well as short and long-term disability benefits
An employer-matched Guideline 401(k)
Daily catered lunch, in addition to more snacks, coffee, and beverages than you could ever consume
Computer and monitor setup of your choosing
A spacious office in San Mateo, steps away from the Caltrain station, that happens to have an on-site beer garden, two Bocce Ball courts, and is conveniently across the street from Blue Bottle and Tin Cup
The opportunity to work coast to coast: in addition to our HQ in San Mateo, we have a centrally-located office in Portland, Maine
Introduction
At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description
Guideline is seeking a Sales Coordinator who will be responsible for supporting the sales stack. This is the perfect opportunity for a recent college graduate to grow alongside a fast-paced startup.
Responsibilities
Support our growing team to help develop and acquire new business
Communicate with and learn about Guideline’s prospective clients through phone calls, email, LinkedIn and other online platforms
Help team members follow up with their daily tasks
Manage, track, and report activities and results
Diligently update CRM to stay organized and focused on priority prospects
Other duties as assigned
Qualifications
1-2 years of work experience; SaaS experience a plus
Experience with CRM software (Base, SalesForce, HubSpot, etc.)
Results-driven with exemplary phone, listening, and writing skills
Organized with strong attention to detail
Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals
Demonstrated strong verbal and written communication
Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must
Bachelor’s degree preferred or equivalent field-related experience
Sep 13, 2018
Full time
Introduction
At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description
Guideline is seeking a Sales Coordinator who will be responsible for supporting the sales stack. This is the perfect opportunity for a recent college graduate to grow alongside a fast-paced startup.
Responsibilities
Support our growing team to help develop and acquire new business
Communicate with and learn about Guideline’s prospective clients through phone calls, email, LinkedIn and other online platforms
Help team members follow up with their daily tasks
Manage, track, and report activities and results
Diligently update CRM to stay organized and focused on priority prospects
Other duties as assigned
Qualifications
1-2 years of work experience; SaaS experience a plus
Experience with CRM software (Base, SalesForce, HubSpot, etc.)
Results-driven with exemplary phone, listening, and writing skills
Organized with strong attention to detail
Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals
Demonstrated strong verbal and written communication
Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must
Bachelor’s degree preferred or equivalent field-related experience
Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description We’re looking for highly motivated individuals who have that perfect blend of sales drive coupled with a customer-service mentality that will help us gain loyal, happy clients.
Our ideal candidate is an organized and focused full-lifecycle sales professional who has a verifiable track record of success in achieving new-business quota, while retaining a current book of business. The right person will have a natural ability to build rapport and trust quickly with prospective clients and clearly convey the value proposition of a Guideline 401(k). Responsibilities
Execute a hybrid inside and outside sales model, where you’ll establish and develop a strategy for selling directly to targeted key accounts and new prospects
Maintain and grow prospective client base with out of the box sales techniques
Forecast sales activity and revenue achievement while creating satisfied and referenceable customers
Develop sales strategies/models and evaluate their effectiveness
Generate leads, identify needs and pain points, and conduct sales via phone, web demos, and in person
East Coast hours may be required
Qualifications
2-5 years of quota carrying SaaS sales and account management experience (at a tech startup or financial services firm is a plus)
Consistent earnings over-achievement in past sales roles
Experience selling to multiple personas at VP and C-levels
Strong understanding of full life cycle sales from lead generation to deal closing as well as customer service best practices
Experience with a CRM (Base, SalesForce, HubSpot)
Proficient with productivity and web presentation tools
Solid interpersonal skills
Demonstrated strong verbal and written communication
Bachelor’s degree preferred or equivalent field related experience
Ability to pass background and credit check for employment
Classification
Exempt
Sep 13, 2018
Full time
Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description We’re looking for highly motivated individuals who have that perfect blend of sales drive coupled with a customer-service mentality that will help us gain loyal, happy clients.
Our ideal candidate is an organized and focused full-lifecycle sales professional who has a verifiable track record of success in achieving new-business quota, while retaining a current book of business. The right person will have a natural ability to build rapport and trust quickly with prospective clients and clearly convey the value proposition of a Guideline 401(k). Responsibilities
Execute a hybrid inside and outside sales model, where you’ll establish and develop a strategy for selling directly to targeted key accounts and new prospects
Maintain and grow prospective client base with out of the box sales techniques
Forecast sales activity and revenue achievement while creating satisfied and referenceable customers
Develop sales strategies/models and evaluate their effectiveness
Generate leads, identify needs and pain points, and conduct sales via phone, web demos, and in person
East Coast hours may be required
Qualifications
2-5 years of quota carrying SaaS sales and account management experience (at a tech startup or financial services firm is a plus)
Consistent earnings over-achievement in past sales roles
Experience selling to multiple personas at VP and C-levels
Strong understanding of full life cycle sales from lead generation to deal closing as well as customer service best practices
Experience with a CRM (Base, SalesForce, HubSpot)
Proficient with productivity and web presentation tools
Solid interpersonal skills
Demonstrated strong verbal and written communication
Bachelor’s degree preferred or equivalent field related experience
Ability to pass background and credit check for employment
Classification
Exempt
Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description We’re looking for highly motivated individuals who have that perfect blend of sales drive coupled with a customer-service mentality that will help us gain loyal, happy clients.
Our ideal candidate is an organized and focused full-lifecycle sales professional who has a verifiable track record of success in achieving new-business quota, while retaining a current book of business. The right person will have a natural ability to build rapport and trust quickly with prospective clients and clearly convey the value proposition of a Guideline 401(k). Responsibilities
Execute a hybrid inside and outside sales model, where you’ll establish and develop a strategy for selling directly to targeted key accounts and new prospects
Maintain and grow prospective client base with out of the box sales techniques
Forecast sales activity and revenue achievement while creating satisfied and referenceable customers
Develop sales strategies/models and evaluate their effectiveness
Generate leads, identify needs and pain points, and conduct sales via phone, web demos, and in person
East Coast hours may be required
Qualifications
2-5 years of quota carrying SaaS sales and account management experience (at a tech startup or financial services firm is a plus)
Consistent earnings over-achievement in past sales roles
Experience selling to multiple personas at VP and C-levels
Strong understanding of full life cycle sales from lead generation to deal closing as well as customer service best practices
Experience with a CRM (Base, SalesForce, HubSpot)
Proficient with productivity and web presentation tools
Solid interpersonal skills
Demonstrated strong verbal and written communication
Bachelor’s degree preferred or equivalent field related experience
Ability to pass background and credit check for employment
Classification
Exempt
Sep 13, 2018
Full time
Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description We’re looking for highly motivated individuals who have that perfect blend of sales drive coupled with a customer-service mentality that will help us gain loyal, happy clients.
Our ideal candidate is an organized and focused full-lifecycle sales professional who has a verifiable track record of success in achieving new-business quota, while retaining a current book of business. The right person will have a natural ability to build rapport and trust quickly with prospective clients and clearly convey the value proposition of a Guideline 401(k). Responsibilities
Execute a hybrid inside and outside sales model, where you’ll establish and develop a strategy for selling directly to targeted key accounts and new prospects
Maintain and grow prospective client base with out of the box sales techniques
Forecast sales activity and revenue achievement while creating satisfied and referenceable customers
Develop sales strategies/models and evaluate their effectiveness
Generate leads, identify needs and pain points, and conduct sales via phone, web demos, and in person
East Coast hours may be required
Qualifications
2-5 years of quota carrying SaaS sales and account management experience (at a tech startup or financial services firm is a plus)
Consistent earnings over-achievement in past sales roles
Experience selling to multiple personas at VP and C-levels
Strong understanding of full life cycle sales from lead generation to deal closing as well as customer service best practices
Experience with a CRM (Base, SalesForce, HubSpot)
Proficient with productivity and web presentation tools
Solid interpersonal skills
Demonstrated strong verbal and written communication
Bachelor’s degree preferred or equivalent field related experience
Ability to pass background and credit check for employment
Classification
Exempt
The Team
The LendingHome Strategic Accounts Team is tasked with acquiring, onboarding, and retaining key high tier customers. The Strategic Accounts Team is rooted in three core principals; Doing the Right Thing, Commitment to Excellence and Winning as a Team . Each teammate centers their work around trying to make a difference in the lives of each and every customer daily - through helping them successfully secure financing and grow their business.
The Role
As a LendingHome Strategic Account Executive , you are responsible for identifying new business relationships with deeply experienced real estate investors in targeted markets. These efforts include, but are not limited to:
Proactive outbound to prospects
Attending industry conferences
Setting/attending remote meetings with qualified borrowers
Setting/attending onsite meetings with qualified borrowers
You will partner closely with the Strategic Accounts Team, VP Business Development, CX, and Operations team to deliver input on building the proper process and structure while executing your core function of acquiring key accounts.
Responsibilities
Identify and engage prospective new business relationships with experienced real estate investors
Partner with Outside Customer Experience Managers to close deals and originate significant loan volume with LendingHome to help borrowers achieve their growth goals
Execute on an established sales playbook and iterate on its effectiveness, rapidly
Attend industry conferences: Develop new relationships, deepen current relationships, broaden LendingHome’s industry credibility and generate qualified leads
Educating new borrowers on LendingHome’s people, products, and platform
Qualify borrowers and their deal flow a strong fit between the borrower and LendingHome hard money loan products for experienced borrowers (e.g. Bridge Pro)
Reengage and win back dormant LendingHome borrowers
Set clear and accurate expectations with each borrower around LendingHome’s policies, processes, timelines, and communication requirements
Demo and Pitch our Bridge Pro and Custom Tier 1 Products
Onboard new Bridge Pro and Custom Tier 1 Customers
Have a sense of humor
Qualifications
3 - 5 years of sales experience
Self-motivated, driven and results oriented
Effective communicator, strong interpersonal skills and excellent team player
Dynamic and personable phone demeanor with excellent listening skills
Strong influencing and negotiation skills
Ability to work in a fast paced environment and deliver on commitments
Demonstrated ability in attaining measurable goals.
Desire to grow beyond current role and learn more about lending/financial services
Passionate about making a positive impression and doing the right thing
Undergraduate degree (BA/BS)
Sep 12, 2018
Full time
The Team
The LendingHome Strategic Accounts Team is tasked with acquiring, onboarding, and retaining key high tier customers. The Strategic Accounts Team is rooted in three core principals; Doing the Right Thing, Commitment to Excellence and Winning as a Team . Each teammate centers their work around trying to make a difference in the lives of each and every customer daily - through helping them successfully secure financing and grow their business.
The Role
As a LendingHome Strategic Account Executive , you are responsible for identifying new business relationships with deeply experienced real estate investors in targeted markets. These efforts include, but are not limited to:
Proactive outbound to prospects
Attending industry conferences
Setting/attending remote meetings with qualified borrowers
Setting/attending onsite meetings with qualified borrowers
You will partner closely with the Strategic Accounts Team, VP Business Development, CX, and Operations team to deliver input on building the proper process and structure while executing your core function of acquiring key accounts.
Responsibilities
Identify and engage prospective new business relationships with experienced real estate investors
Partner with Outside Customer Experience Managers to close deals and originate significant loan volume with LendingHome to help borrowers achieve their growth goals
Execute on an established sales playbook and iterate on its effectiveness, rapidly
Attend industry conferences: Develop new relationships, deepen current relationships, broaden LendingHome’s industry credibility and generate qualified leads
Educating new borrowers on LendingHome’s people, products, and platform
Qualify borrowers and their deal flow a strong fit between the borrower and LendingHome hard money loan products for experienced borrowers (e.g. Bridge Pro)
Reengage and win back dormant LendingHome borrowers
Set clear and accurate expectations with each borrower around LendingHome’s policies, processes, timelines, and communication requirements
Demo and Pitch our Bridge Pro and Custom Tier 1 Products
Onboard new Bridge Pro and Custom Tier 1 Customers
Have a sense of humor
Qualifications
3 - 5 years of sales experience
Self-motivated, driven and results oriented
Effective communicator, strong interpersonal skills and excellent team player
Dynamic and personable phone demeanor with excellent listening skills
Strong influencing and negotiation skills
Ability to work in a fast paced environment and deliver on commitments
Demonstrated ability in attaining measurable goals.
Desire to grow beyond current role and learn more about lending/financial services
Passionate about making a positive impression and doing the right thing
Undergraduate degree (BA/BS)
JOB DESCRIPTION
Symphony is seeking a talented Technical Account Manager to oversee and manage technical implementations with enterprise accounts. Technical Account Managers work in close collaboration with sales, product, Post Sales and engineering teams to ensure Symphony’s product and service meet clients’ expectations.
RESPONSIBILITIES
Take ownership of all technical and product initiatives for assigned accounts. Work in close collaboration with sales to ensure retention and increase penetration of enterprise accounts.
Work in tandem with account managers to map out account structure, identify decision makers and establish touch points for technical operations.
Capture product requirements and advocate for customer requirements within Symphony. Work closely with product teams to provide regular product roadmap updates to customers.
Develop a comprehensive understanding of customer environment and operational constraints. Ensure that any customer specific configurations are documented and part of product development lifecycle.
Work with assigned accounts to establish a well defined IT and business process for cloud and on-prem deployments. Oversee go-to-market for new product features to ensure the best customer experience.
Provide detailed review of operational performance of account, metrics and service disruptions to management team and customer.
Assist support engineers in troubleshooting technical issues and service outages for assigned accounts. Responsible for escalation to Symphony management to ensure timely resolution of service outages.
REQUIRED QUALIFICATIONS
Bachelor’s Degree in Computer Science, Math, or related discipline required or equivalent work experience
Fluent in English and French Is essential
Proven experience managing applications/technical deployments in a client facing role.
Strong technical and product skills with experience deploying and support cloud software.
Comfortable in the dynamic atmosphere with a rapidly expanding customer base and an evolving product stack.
Exceptional communication skills. Ability to engage C level decision makers on product and technology.
Ideal candidate must be self-motivated and develop a deep understanding of Symphony product and technical stack.
Organised and analytical. Able to distill complex and ambiguous requirements into clear deliverables.
Ability to seamlessly transition between tactical and strategic focus with accounts.
ABOUT SYMPHONY:
Symphony transforms the way users communicate effectively and securely with a single workflow application. Forging a new path in the industry, Symphony is designed to help individuals, teams and organizations of all sizes improve productivity, while meeting complex data security and regulatory compliance needs. Symphony was founded in October 2014 and is headquartered in Palo Alto, CA, with offices in New York, Hong Kong, Singapore, Tokyo, Stockholm, Sophia-Antipolis and London. Symphony has raised roughly $300 million from the world’s largest financial institutions and recognized investors such as Bank of America - Merrill Lynch, Barclays, BNP Paribas, Citibank, Goldman Sachs, JP Morgan Chase, Credit Suisse, Deutsche Bank, HSBC, UBS, Société Générale as well as Google.
We’re looking for top-notch talent to join our team to help us change the way the world communicates. If you have the skills and savvy to work with a world-class team and an appetite for game-changing disruption, we want to hear from you!
Sep 07, 2018
Full time
JOB DESCRIPTION
Symphony is seeking a talented Technical Account Manager to oversee and manage technical implementations with enterprise accounts. Technical Account Managers work in close collaboration with sales, product, Post Sales and engineering teams to ensure Symphony’s product and service meet clients’ expectations.
RESPONSIBILITIES
Take ownership of all technical and product initiatives for assigned accounts. Work in close collaboration with sales to ensure retention and increase penetration of enterprise accounts.
Work in tandem with account managers to map out account structure, identify decision makers and establish touch points for technical operations.
Capture product requirements and advocate for customer requirements within Symphony. Work closely with product teams to provide regular product roadmap updates to customers.
Develop a comprehensive understanding of customer environment and operational constraints. Ensure that any customer specific configurations are documented and part of product development lifecycle.
Work with assigned accounts to establish a well defined IT and business process for cloud and on-prem deployments. Oversee go-to-market for new product features to ensure the best customer experience.
Provide detailed review of operational performance of account, metrics and service disruptions to management team and customer.
Assist support engineers in troubleshooting technical issues and service outages for assigned accounts. Responsible for escalation to Symphony management to ensure timely resolution of service outages.
REQUIRED QUALIFICATIONS
Bachelor’s Degree in Computer Science, Math, or related discipline required or equivalent work experience
Fluent in English and French Is essential
Proven experience managing applications/technical deployments in a client facing role.
Strong technical and product skills with experience deploying and support cloud software.
Comfortable in the dynamic atmosphere with a rapidly expanding customer base and an evolving product stack.
Exceptional communication skills. Ability to engage C level decision makers on product and technology.
Ideal candidate must be self-motivated and develop a deep understanding of Symphony product and technical stack.
Organised and analytical. Able to distill complex and ambiguous requirements into clear deliverables.
Ability to seamlessly transition between tactical and strategic focus with accounts.
ABOUT SYMPHONY:
Symphony transforms the way users communicate effectively and securely with a single workflow application. Forging a new path in the industry, Symphony is designed to help individuals, teams and organizations of all sizes improve productivity, while meeting complex data security and regulatory compliance needs. Symphony was founded in October 2014 and is headquartered in Palo Alto, CA, with offices in New York, Hong Kong, Singapore, Tokyo, Stockholm, Sophia-Antipolis and London. Symphony has raised roughly $300 million from the world’s largest financial institutions and recognized investors such as Bank of America - Merrill Lynch, Barclays, BNP Paribas, Citibank, Goldman Sachs, JP Morgan Chase, Credit Suisse, Deutsche Bank, HSBC, UBS, Société Générale as well as Google.
We’re looking for top-notch talent to join our team to help us change the way the world communicates. If you have the skills and savvy to work with a world-class team and an appetite for game-changing disruption, we want to hear from you!
Symphony is seeking a senior Solutions Architect to be based in our Paris or Sophia Antipolis office. This is a customer facing role at Symphony and the successful candidate will engage directly with Symphony’s key customers including in the public sector area to advise and assist them with the deployment of the Symphony secure communications platform, in particular in a private hosting and/or hybrid hosting environment. The Solutions Architect will work closely with customer-facing colleagues such as sales, technical account manager, other solutions architects, and Engineering teams to ensure the successful delivery of Symphony solutions to our customers. Given the global nature of our business and the importance of communications systems within our client base, the holder of this position may be required to work outside of normal business hours. Candidates must have strong Customer Service skills and be able to demonstrate relevant technical expertise in enterprise communications.
You’ll work on-site with our customers to design, ratify, and perform system integrations and installations of the Symphony Secure Communications platform. You’ll present demonstrations and migration plans to customer stakeholders and leadership, write code with and help train their engineers, and lead the technical delivery of the approved migration plans. You will collaborate with Product, Operations, and Engineering teams as well as fellow Architects to propel this work.
Your passion for technology, learning, and solving problems, along with your enthusiasm for working with customers will empower a diverse audience of decision makers to embrace the Symphony platform to build what’s next for their businesses.
Responsibilities
Install cloud/on prem based Symphony pods in private hosting / hybrid hosting environments (private data centers, plus combination of public cloud / AWS / GCP)
Provide domain expertise around deploying on-premise or in public cloud installations of Symphony Platform and integration with existing enterprise technology.
Facilitate deep technical discussions with customers, partners, and internal teams. Provide customer and market feedback to product and engineering teams to help define product direction.
Support Account Managers and Sales Engineering teams as needed through all phases of new customer engagement.
Create and deliver best practice recommendations, tutorials, blog posts, sample code, and presentations adapted to technical, business, and executive partners.
Travel up to 70% of the time to client sites.
Minimum qualifications:
BA/BS degree in Computer Science or a related engineering field, or equivalent practical experience.
Hands-on experience with cloud computing, including infrastructure, storage, platforms and data management
Hands-on experience with traditional enterprise data-center technologies, including relational databases, storage appliances, virtual machines, and private networks.
Hands-on experience with enterprise networking, TCP/IP, VLAN, VPN, HTTP, TLS
Demonstrated understanding of Asymmetric and Symmetric cryptography including RSA and AES
Experience working with industry analysis and enterprise technology sales.
Experience producing technical assets or writing technical documentation.
Preferred Qualifications
MS degree in Computer Science or a related engineering field, or equivalent work experience.
Direct experience working with a variety of enterprise and cloud technology systems, designing solutions, or developing business applications.
Experience in the business technology market, and expertise working closely with sales and marketing teams in SaaS or enterprise software fields.
Understanding of the current state of infrastructure automation, continuous integration/deployment, NoSQL, security, networking, and cloud-based delivery models.
Ability to effectively communicate complex technical concepts to a broad range of audiences.
Sep 07, 2018
Full time
Symphony is seeking a senior Solutions Architect to be based in our Paris or Sophia Antipolis office. This is a customer facing role at Symphony and the successful candidate will engage directly with Symphony’s key customers including in the public sector area to advise and assist them with the deployment of the Symphony secure communications platform, in particular in a private hosting and/or hybrid hosting environment. The Solutions Architect will work closely with customer-facing colleagues such as sales, technical account manager, other solutions architects, and Engineering teams to ensure the successful delivery of Symphony solutions to our customers. Given the global nature of our business and the importance of communications systems within our client base, the holder of this position may be required to work outside of normal business hours. Candidates must have strong Customer Service skills and be able to demonstrate relevant technical expertise in enterprise communications.
You’ll work on-site with our customers to design, ratify, and perform system integrations and installations of the Symphony Secure Communications platform. You’ll present demonstrations and migration plans to customer stakeholders and leadership, write code with and help train their engineers, and lead the technical delivery of the approved migration plans. You will collaborate with Product, Operations, and Engineering teams as well as fellow Architects to propel this work.
Your passion for technology, learning, and solving problems, along with your enthusiasm for working with customers will empower a diverse audience of decision makers to embrace the Symphony platform to build what’s next for their businesses.
Responsibilities
Install cloud/on prem based Symphony pods in private hosting / hybrid hosting environments (private data centers, plus combination of public cloud / AWS / GCP)
Provide domain expertise around deploying on-premise or in public cloud installations of Symphony Platform and integration with existing enterprise technology.
Facilitate deep technical discussions with customers, partners, and internal teams. Provide customer and market feedback to product and engineering teams to help define product direction.
Support Account Managers and Sales Engineering teams as needed through all phases of new customer engagement.
Create and deliver best practice recommendations, tutorials, blog posts, sample code, and presentations adapted to technical, business, and executive partners.
Travel up to 70% of the time to client sites.
Minimum qualifications:
BA/BS degree in Computer Science or a related engineering field, or equivalent practical experience.
Hands-on experience with cloud computing, including infrastructure, storage, platforms and data management
Hands-on experience with traditional enterprise data-center technologies, including relational databases, storage appliances, virtual machines, and private networks.
Hands-on experience with enterprise networking, TCP/IP, VLAN, VPN, HTTP, TLS
Demonstrated understanding of Asymmetric and Symmetric cryptography including RSA and AES
Experience working with industry analysis and enterprise technology sales.
Experience producing technical assets or writing technical documentation.
Preferred Qualifications
MS degree in Computer Science or a related engineering field, or equivalent work experience.
Direct experience working with a variety of enterprise and cloud technology systems, designing solutions, or developing business applications.
Experience in the business technology market, and expertise working closely with sales and marketing teams in SaaS or enterprise software fields.
Understanding of the current state of infrastructure automation, continuous integration/deployment, NoSQL, security, networking, and cloud-based delivery models.
Ability to effectively communicate complex technical concepts to a broad range of audiences.
JOB DESCRIPTION
Symphony is looking for a Platform Solutions Engineer based in our New York office, who will lead our clients and partners through the design and implementation of projects built on Symphony’s API’s. This is a client facing role at Symphony interacting with all levels of the organization. It’s is critical to be able to develop software and sell our platform as a strategic component of a client’s technology strategy. In addition to developing and sales, the successful candidate will work closely with both the Solutions Architects and Community Specialist teams to ensure the successful development and building of the regional developer community. Candidates must have strong Customer Services skills and a technical background.
RESPONSIBILITIES
Provide technical expertise in pre-sales conversations. This not only focuses on the Symphony Platform (APIs) but also fielding questions around architecture and development.
To be the Platform Subject Matter Expert to be the first point of contact for all API implementation discussions with clients. These discussions are held both online and onsite.
Build and maintain open source software around Symphony APIs
Prioritize, investigate, diagnose and resolve issues relating to software built on the Symphony Platform (APIs)
Provide key product feedback from clients to Platform to help shape and drive the Symphony Platform.
Drive the development and growth of the regional Symphony Developer Community.
QUALIFICATIONS
Working knowledge of corporate network infrastructure topology
Good knowledge and experience working in Unix/Linux environments
Active Development
Active Github Account and Projects
Knowledge of and/or experience in REST, Javascript, Java, HTML, CSS
Hands-on experience with Internet products and technologies
Able to code mock-up systems and provide sample codes
Excellent debugging skills in third party code or client code
Understanding of SAML specification to support Client Single Sign-On (SSO)
Familiar with cloud-based service (SaaS) deployment and support
Excellent interpersonal and customer care skills
Ability to deal with difficult callers and to work calmly and professionally under pressure
Logical approach to troubleshooting including good analytical and problem-solving skills
Good accurate record keeping abilities – detail oriented
Excellent written and verbal communication skills; able to communicate effectively in English, both orally and in writing
Experience with helpdesk ticket/logging tools (ZenDesk experience beneficial, Jira.
Comfortable in the dynamic atmosphere of a technical organization with a rapidly expanding customer base
Knowledge/skills of the following:
RHEL, Java App servers (Tomcat, GlassFish, Jetty)
JavaScript, Linux/Unix, API (REST, Web Services, SOA)
SSL Certificate management
Knowledge of networking
Basic understanding of security models
Excellent Microsoft Office skills – Word, Excel, Powerpoint
COMPENSATION
Competitive salary
Bonus Plan
Equity
*Benefits and Perks vary based on location.
Symphony transforms the way users communicate effectively and securely with a single workflow application. Forging a new path in the industry, Symphony is designed to help individuals, teams and organizations of all sizes improve productivity, while meeting complex data security and regulatory compliance needs. Symphony was founded in October 2014 and is headquartered in Palo Alto, CA, with offices in New York, Hong Kong, Singapore, Tokyo, Stockholm, Sophia-Antipolis and London.
Symphony has raised roughly $300 million from the world’s largest financial institutions and recognized investors such as Bank of America - Merrill Lynch, Barclays, BNP Paribas, Citibank, Goldman Sachs, JP Morgan Chase, BlackRock, Credit Suisse, Deutsche Bank, HSBC, Wells Fargo, UBS, Société Générale as well as Google.
We’re looking for top-notch talent to join our team to help us change the way the world communicates. If you have the skills and savvy to work with a world-class team and an appetite for game-changing disruption, we want to hear from you!
Sep 07, 2018
Full time
JOB DESCRIPTION
Symphony is looking for a Platform Solutions Engineer based in our New York office, who will lead our clients and partners through the design and implementation of projects built on Symphony’s API’s. This is a client facing role at Symphony interacting with all levels of the organization. It’s is critical to be able to develop software and sell our platform as a strategic component of a client’s technology strategy. In addition to developing and sales, the successful candidate will work closely with both the Solutions Architects and Community Specialist teams to ensure the successful development and building of the regional developer community. Candidates must have strong Customer Services skills and a technical background.
RESPONSIBILITIES
Provide technical expertise in pre-sales conversations. This not only focuses on the Symphony Platform (APIs) but also fielding questions around architecture and development.
To be the Platform Subject Matter Expert to be the first point of contact for all API implementation discussions with clients. These discussions are held both online and onsite.
Build and maintain open source software around Symphony APIs
Prioritize, investigate, diagnose and resolve issues relating to software built on the Symphony Platform (APIs)
Provide key product feedback from clients to Platform to help shape and drive the Symphony Platform.
Drive the development and growth of the regional Symphony Developer Community.
QUALIFICATIONS
Working knowledge of corporate network infrastructure topology
Good knowledge and experience working in Unix/Linux environments
Active Development
Active Github Account and Projects
Knowledge of and/or experience in REST, Javascript, Java, HTML, CSS
Hands-on experience with Internet products and technologies
Able to code mock-up systems and provide sample codes
Excellent debugging skills in third party code or client code
Understanding of SAML specification to support Client Single Sign-On (SSO)
Familiar with cloud-based service (SaaS) deployment and support
Excellent interpersonal and customer care skills
Ability to deal with difficult callers and to work calmly and professionally under pressure
Logical approach to troubleshooting including good analytical and problem-solving skills
Good accurate record keeping abilities – detail oriented
Excellent written and verbal communication skills; able to communicate effectively in English, both orally and in writing
Experience with helpdesk ticket/logging tools (ZenDesk experience beneficial, Jira.
Comfortable in the dynamic atmosphere of a technical organization with a rapidly expanding customer base
Knowledge/skills of the following:
RHEL, Java App servers (Tomcat, GlassFish, Jetty)
JavaScript, Linux/Unix, API (REST, Web Services, SOA)
SSL Certificate management
Knowledge of networking
Basic understanding of security models
Excellent Microsoft Office skills – Word, Excel, Powerpoint
COMPENSATION
Competitive salary
Bonus Plan
Equity
*Benefits and Perks vary based on location.
Symphony transforms the way users communicate effectively and securely with a single workflow application. Forging a new path in the industry, Symphony is designed to help individuals, teams and organizations of all sizes improve productivity, while meeting complex data security and regulatory compliance needs. Symphony was founded in October 2014 and is headquartered in Palo Alto, CA, with offices in New York, Hong Kong, Singapore, Tokyo, Stockholm, Sophia-Antipolis and London.
Symphony has raised roughly $300 million from the world’s largest financial institutions and recognized investors such as Bank of America - Merrill Lynch, Barclays, BNP Paribas, Citibank, Goldman Sachs, JP Morgan Chase, BlackRock, Credit Suisse, Deutsche Bank, HSBC, Wells Fargo, UBS, Société Générale as well as Google.
We’re looking for top-notch talent to join our team to help us change the way the world communicates. If you have the skills and savvy to work with a world-class team and an appetite for game-changing disruption, we want to hear from you!
JOB DESCRIPTION
Symphony is looking to hire an extremely driven individual with strong knowledge of client relationship management to join our rapidly growing sales team. The Head of Account Management - Americas will play a key role in leading the Account Management team as they scale and grow their existing accounts. As this position reports directly to the Head of Sales and Account Management - Americas, you will take responsibility for overseeing the account management function for clients across all product lines for the Americas working alongside the Head of Sales - Americas and your counterparts globally.
RESPONSIBILITIES
Oversee the client relationship function for our most important accounts and organize the processes around account management for Sales in Americas
Ability to effectively scale strategy and plan across accounts to align with Symphony’s campaigns/objectives
Diligently execute, monitor and refine curated reporting to represent account progress, opportunities, and adoption
Manage client beta program with account team and program sponsors to advance
Advance adoption through strategic deployment planning
Travel, when necessary, to oversee account relationships in the Americas
Negotiate terms with clients, identify and build relationships with partners, sponsor users, decision makers and budget approvers
Manage client relationships for designated accounts
Work closely with the research, product, and account management teams to proactively push product to individuals within our client base who have not previously been consumers of our services
Partner with our global offices to maximize Symphony’s growth and reach internal revenue targets
Mitigate account attrition by proactively identifying at-risk accounts and develop a turnaround strategy
QUALIFICATIONS
10+ years professional Account Management experience supporting either a FinTech, FinServ, or Enterprise SaaS product, inclusive of 5+ years of management experience
Bachelor’s Degree
Authorized to work in the U.S.
Technically competent in SaaS business models
Confident in ability manage, set and achieve revenue goals
Able to provide tangible examples of revenue derived from up-selling current client base
Demonstrated success of working with Enterprise Customers and growing business
Ability to establish relationships with C-level decision-makers of major accounts across multiple markets (product and geographical)
Excellent leadership and influencing skills with the confidence and maturity to have instant credibility at all levels of an organization, both internally and externally
Solid commercial/financial awareness with capable knowledge of complex negotiation processes and understanding of Financial Services workflows
Client management skills incorporating a customer-centric attitude, excellent written and verbal communication skills
Team management skills - Ability to connect with team members of all levels
Experience managing multiple accounts within Symphony’s business model
Strong motivation and flexibility needed to function in a fast-paced environment
Experience in defining and implementing KPIs on a scalable process across your team
Strong command of pipeline and management reporting to effectively drive revenue realization
ABOUT SYMPHONY
Symphony transforms the way users communicate effectively and securely with a single workflow application. Forging a new path in the industry, Symphony is designed to help individuals, teams and organizations of all sizes improve productivity, while meeting complex data security and regulatory compliance needs. Symphony was founded in October 2014 and is headquartered in Palo Alto, CA, with offices in New York, Hong Kong, Singapore, Tokyo, Stockholm, Sophia-Antipolis and London.
Symphony has raised roughly $300 million from the world’s largest financial institutions and recognized investors such as Bank of America - Merrill Lynch, Barclays, BNP Paribas, Citibank, Goldman Sachs, JP Morgan Chase, BlackRock, Credit Suisse, Deutsche Bank, HSBC, Wells Fargo, UBS, Société Générale as well as Google.
We’re looking for top-notch talent to join our team to help us change the way the world communicates. If you have the skills and savvy to work with a world-class team and an appetite for game-changing disruption, we want to hear from you!
BENEFITS AND PERKS*
Medical, dental, and vision coverage
401(K) plan
Life and AD&D coverage
Short-term and long-term disability coverage
Employee assistance program
Flexible spending account benefits
Unlimited vacation and sick time
Fully stocked kitchen and catered or reimbursed lunches
Discounted gym memberships
Many other fun and exciting benefits and activities!
COMPENSATION
Competitive salary
Bonus Plan
Equity
*Benefits and Perks vary based on location.
Symphony reserves the right of ownership for all unsolicited resumes submitted for this requisition and is not responsible for any fees associated with unsolicited resumes. Symphony is an Equal Opportunity Employer. Symphony participates in E-Verify.
Sep 07, 2018
Full time
JOB DESCRIPTION
Symphony is looking to hire an extremely driven individual with strong knowledge of client relationship management to join our rapidly growing sales team. The Head of Account Management - Americas will play a key role in leading the Account Management team as they scale and grow their existing accounts. As this position reports directly to the Head of Sales and Account Management - Americas, you will take responsibility for overseeing the account management function for clients across all product lines for the Americas working alongside the Head of Sales - Americas and your counterparts globally.
RESPONSIBILITIES
Oversee the client relationship function for our most important accounts and organize the processes around account management for Sales in Americas
Ability to effectively scale strategy and plan across accounts to align with Symphony’s campaigns/objectives
Diligently execute, monitor and refine curated reporting to represent account progress, opportunities, and adoption
Manage client beta program with account team and program sponsors to advance
Advance adoption through strategic deployment planning
Travel, when necessary, to oversee account relationships in the Americas
Negotiate terms with clients, identify and build relationships with partners, sponsor users, decision makers and budget approvers
Manage client relationships for designated accounts
Work closely with the research, product, and account management teams to proactively push product to individuals within our client base who have not previously been consumers of our services
Partner with our global offices to maximize Symphony’s growth and reach internal revenue targets
Mitigate account attrition by proactively identifying at-risk accounts and develop a turnaround strategy
QUALIFICATIONS
10+ years professional Account Management experience supporting either a FinTech, FinServ, or Enterprise SaaS product, inclusive of 5+ years of management experience
Bachelor’s Degree
Authorized to work in the U.S.
Technically competent in SaaS business models
Confident in ability manage, set and achieve revenue goals
Able to provide tangible examples of revenue derived from up-selling current client base
Demonstrated success of working with Enterprise Customers and growing business
Ability to establish relationships with C-level decision-makers of major accounts across multiple markets (product and geographical)
Excellent leadership and influencing skills with the confidence and maturity to have instant credibility at all levels of an organization, both internally and externally
Solid commercial/financial awareness with capable knowledge of complex negotiation processes and understanding of Financial Services workflows
Client management skills incorporating a customer-centric attitude, excellent written and verbal communication skills
Team management skills - Ability to connect with team members of all levels
Experience managing multiple accounts within Symphony’s business model
Strong motivation and flexibility needed to function in a fast-paced environment
Experience in defining and implementing KPIs on a scalable process across your team
Strong command of pipeline and management reporting to effectively drive revenue realization
ABOUT SYMPHONY
Symphony transforms the way users communicate effectively and securely with a single workflow application. Forging a new path in the industry, Symphony is designed to help individuals, teams and organizations of all sizes improve productivity, while meeting complex data security and regulatory compliance needs. Symphony was founded in October 2014 and is headquartered in Palo Alto, CA, with offices in New York, Hong Kong, Singapore, Tokyo, Stockholm, Sophia-Antipolis and London.
Symphony has raised roughly $300 million from the world’s largest financial institutions and recognized investors such as Bank of America - Merrill Lynch, Barclays, BNP Paribas, Citibank, Goldman Sachs, JP Morgan Chase, BlackRock, Credit Suisse, Deutsche Bank, HSBC, Wells Fargo, UBS, Société Générale as well as Google.
We’re looking for top-notch talent to join our team to help us change the way the world communicates. If you have the skills and savvy to work with a world-class team and an appetite for game-changing disruption, we want to hear from you!
BENEFITS AND PERKS*
Medical, dental, and vision coverage
401(K) plan
Life and AD&D coverage
Short-term and long-term disability coverage
Employee assistance program
Flexible spending account benefits
Unlimited vacation and sick time
Fully stocked kitchen and catered or reimbursed lunches
Discounted gym memberships
Many other fun and exciting benefits and activities!
COMPENSATION
Competitive salary
Bonus Plan
Equity
*Benefits and Perks vary based on location.
Symphony reserves the right of ownership for all unsolicited resumes submitted for this requisition and is not responsible for any fees associated with unsolicited resumes. Symphony is an Equal Opportunity Employer. Symphony participates in E-Verify.
The Sales & Account Management Intern, working in conjunction with the Account Management and Sales as well as Platform Solutions teams, will be responsible for assisting the with driving sales and growing adoption with automated workflows across customer sites. They will be the ones showing prospects and users how to use Symphony, thinking of creative ways to transform their workflow inside Symphony, and assisting the Sales organization with how to meet revenue and usage objectives. The Sales & Account Management Intern must create a persistent focus on engagement and customer satisfaction.
This is a paid internship. The duration of the position is 3-6 months with a potential for extension. Flexible either part-time or full-time.
Responsibilities:
Work closely with the Account Management team in assisting client presentations, client deployment strategy, and workflow solutions for client deployments
Work closely with the Sales team to assist with executing on sales campaigns, lead generation, and opportunity qualification.
Determine ways for users (existing and prospect clients) to best utilize Symphony by becoming a Subject Matter Expert, and building presentations/ talking points of targeted use cases and pitches
Provide technical expertise in pre-sales conversations
Assist Account Management team and customers with delivering rollout guidance, conducting training & awareness activities, including roadshow/ marketing presentations. A large portion of your time may be spent with the customer working side by side to ensure their success
Partner with the Sales & Account Management teams to ensure account success which can lead to renewals, customer retention, and up-sell opportunities
Track metrics for client success (across sales conversion, usage and adoption) and determine how to improve those KPIs
Qualifications:
Business level English, fluency in Korean or Mandarin a plus
Pursuing or recently finished a Bachelor's degree.
Proficiency with at least one programming language (Java, Python or JavaScript) is a major plus
Basic understanding of Object Oriented Programming, Design Patterns, and algorithms is a major plus
Must enjoy fast-paced environment, spending time on site with clients, and interacting with multiple end users on a daily basis
Excellent written and communication skills and strong presentation skills
Basic understanding of Financial services (buy-side / sell-side) is a huge plus
Experience with enterprise communication services and / or social media is a huge plus
Other
Must be authorized to work in Hong Kong without a visa
Optional travel
Sep 07, 2018
Intern
The Sales & Account Management Intern, working in conjunction with the Account Management and Sales as well as Platform Solutions teams, will be responsible for assisting the with driving sales and growing adoption with automated workflows across customer sites. They will be the ones showing prospects and users how to use Symphony, thinking of creative ways to transform their workflow inside Symphony, and assisting the Sales organization with how to meet revenue and usage objectives. The Sales & Account Management Intern must create a persistent focus on engagement and customer satisfaction.
This is a paid internship. The duration of the position is 3-6 months with a potential for extension. Flexible either part-time or full-time.
Responsibilities:
Work closely with the Account Management team in assisting client presentations, client deployment strategy, and workflow solutions for client deployments
Work closely with the Sales team to assist with executing on sales campaigns, lead generation, and opportunity qualification.
Determine ways for users (existing and prospect clients) to best utilize Symphony by becoming a Subject Matter Expert, and building presentations/ talking points of targeted use cases and pitches
Provide technical expertise in pre-sales conversations
Assist Account Management team and customers with delivering rollout guidance, conducting training & awareness activities, including roadshow/ marketing presentations. A large portion of your time may be spent with the customer working side by side to ensure their success
Partner with the Sales & Account Management teams to ensure account success which can lead to renewals, customer retention, and up-sell opportunities
Track metrics for client success (across sales conversion, usage and adoption) and determine how to improve those KPIs
Qualifications:
Business level English, fluency in Korean or Mandarin a plus
Pursuing or recently finished a Bachelor's degree.
Proficiency with at least one programming language (Java, Python or JavaScript) is a major plus
Basic understanding of Object Oriented Programming, Design Patterns, and algorithms is a major plus
Must enjoy fast-paced environment, spending time on site with clients, and interacting with multiple end users on a daily basis
Excellent written and communication skills and strong presentation skills
Basic understanding of Financial services (buy-side / sell-side) is a huge plus
Experience with enterprise communication services and / or social media is a huge plus
Other
Must be authorized to work in Hong Kong without a visa
Optional travel
About Trustly:
At Trustly, we’re passionate about simplifying the way people pay and get paid online. We are a licensed payment institution and our B2B products available in 29 European countries attract global merchants in segments such as e-commerce, travel, financial services and gaming. In 2017, we processed 44% of our total payment volume since our founding in 2008, which is a testament to our fast growth, and today we process nearly 4 million monthly transactions.
We are a diverse and fast-growing team of 200+ people with our headquarters in Stockholm, Sweden, and regional offices in Spain, Malta, Germany and the UK. Together we are leading the development of the payments industry and the work you’ll do here will make a great impact.
About the Sales team at Trustly:
The Sales department works together with the rest of the company to win new business, which directly contributes to Trustly’s fast growth. Our goal is to sign new merchants, both large and small, and we are always willing to go the extra mile to get there. The department is made up of around 30 people, divided into verticals, and we are on the frontlines representing and pitching Trustly every day.
About the role :
To further accelerate the profitable growth of the business, we are looking for a highly motivated Senior Sales Executive to join our Travel team. In this role, you will focus on selling Trustly’s services to travel merchants across Europe. This will require working across different teams within Trustly, as well as building relationships with merchants’ product owners. You likely have a background in the travel and payments industry with a thorough understanding of what merchants need from a payment provider and how we can provide those solutions.
What you’ll do:
Manage the entire sales cycle, from lead generation to contract execution, targeting potential customers globally
Act as the point of contact for merchants and partners with regards to product requests, contracts and operative issues on a daily basis
Acquire merchants and ensure efficient sales processes, including comprehensive KYC, regulatory, risk management and successful integration
Create and maintain internal sales activity planning and reports
Manage merchant integration with assistance from Trustly’s technical integration specialists and be the primary merchant integration contact for the first 3 months
Continuously evaluate and propose improvements in current sales process
When needed, facilitate other revenue generating action/opportunities owned and operated by other teams, e.g. the Marketing department
Assist in product development by having a strong dialogue with merchants and liaising with Trustly’s product development team
Participate in and contribute to all relevant industry marketing activities, including conferences, fairs and meetups
Stay informed on relevant industry trends to recognize merchants’ pain points
Who you are:
To be successful in this role, you must be a true self-starter who is prepared to roll your sleeves up and get involved.
You have a Bachelor’s degree and 5+ years of experience in payments/banking industry.
You’re motivated by working in a fast-paced and energetic environment.
You’re able to travel regularly between Trustly’s offices, and are as equally comfortable working individually as in a small group.
Your track record of success in the Business Development/Sales area within the travel industry speaks for itself!
Sep 06, 2018
Full time
About Trustly:
At Trustly, we’re passionate about simplifying the way people pay and get paid online. We are a licensed payment institution and our B2B products available in 29 European countries attract global merchants in segments such as e-commerce, travel, financial services and gaming. In 2017, we processed 44% of our total payment volume since our founding in 2008, which is a testament to our fast growth, and today we process nearly 4 million monthly transactions.
We are a diverse and fast-growing team of 200+ people with our headquarters in Stockholm, Sweden, and regional offices in Spain, Malta, Germany and the UK. Together we are leading the development of the payments industry and the work you’ll do here will make a great impact.
About the Sales team at Trustly:
The Sales department works together with the rest of the company to win new business, which directly contributes to Trustly’s fast growth. Our goal is to sign new merchants, both large and small, and we are always willing to go the extra mile to get there. The department is made up of around 30 people, divided into verticals, and we are on the frontlines representing and pitching Trustly every day.
About the role :
To further accelerate the profitable growth of the business, we are looking for a highly motivated Senior Sales Executive to join our Travel team. In this role, you will focus on selling Trustly’s services to travel merchants across Europe. This will require working across different teams within Trustly, as well as building relationships with merchants’ product owners. You likely have a background in the travel and payments industry with a thorough understanding of what merchants need from a payment provider and how we can provide those solutions.
What you’ll do:
Manage the entire sales cycle, from lead generation to contract execution, targeting potential customers globally
Act as the point of contact for merchants and partners with regards to product requests, contracts and operative issues on a daily basis
Acquire merchants and ensure efficient sales processes, including comprehensive KYC, regulatory, risk management and successful integration
Create and maintain internal sales activity planning and reports
Manage merchant integration with assistance from Trustly’s technical integration specialists and be the primary merchant integration contact for the first 3 months
Continuously evaluate and propose improvements in current sales process
When needed, facilitate other revenue generating action/opportunities owned and operated by other teams, e.g. the Marketing department
Assist in product development by having a strong dialogue with merchants and liaising with Trustly’s product development team
Participate in and contribute to all relevant industry marketing activities, including conferences, fairs and meetups
Stay informed on relevant industry trends to recognize merchants’ pain points
Who you are:
To be successful in this role, you must be a true self-starter who is prepared to roll your sleeves up and get involved.
You have a Bachelor’s degree and 5+ years of experience in payments/banking industry.
You’re motivated by working in a fast-paced and energetic environment.
You’re able to travel regularly between Trustly’s offices, and are as equally comfortable working individually as in a small group.
Your track record of success in the Business Development/Sales area within the travel industry speaks for itself!
At Trustly, we’re passionate about simplifying the way people pay and get paid online. We are a licensed payment institution and our B2B products available in 29 European countries attract global merchants in segments such as e-commerce, travel, financial services and gaming. In 2017, we processed 44% of our total payment volume since our founding in 2008, which is a testament to our fast growth, and today we process nearly 4 million monthly transactions.
We are a diverse and fast-growing team of 200+ people with our headquarters in Stockholm, Sweden, and regional offices in Spain, Malta, Finland, Germany and the UK. Together we are leading the development of the payments industry and the work you’ll do here will make a great impact.
About Sales at Trustly:
The Sales department works together with the rest of the company to win new business, which directly contributes to Trustly’s fast growth. Our goal is to sign new merchants, both large and small, and we are always willing to walk the extra mile to get there. The department is made up of around 30 people, divided into verticals (e-Com, Gaming, Partner Sales and Travel), and we are on the frontlines representing and pitching Trustly every day.
About the role:
As Trustly’s Junior Sales Executive - Germany/Austria, you will contribute to the growth of Trustly in Germany and Austria. This means you’ll mainly support the implementation of Trustly’s internationalization strategy in those high-potential markets. This is an ideal position to jump-start your B2B sales career in the payments industry.
You will work under the guidance of strong sales colleagues to coach you to success.
What you'll do:
Contribute to the growth of the merchant customer base and revenues in Germany and Austria by customer acquisition in the broad e-commerce segment
Identify potential customers, sales channels, partners and other multipliers and distribute our products to or with them
Develop sales plans, specific to individual clients, to find opportunities to grow pipeline and to maximize revenue
Identify relevant opportunities, local market trends and needs through ongoing market analysis and monitoring and report them into the organization
Manage contract negotiating and deal-closing
Maintain and develop our relationships with existing customers to increase revenues and to strengthen brand awareness; this will be in cooperation with the Account Management team
Contribute to developing the relationships with external partners, such as payment service providers and resellers, by providing information and guidance towards their sales teams to acquire new customers; this will be in cooperation with Partner Sales team
Represent Trustly at relevant exhibitions, events and conferences
Initiate marketing campaigns with new or existing customers together with the Marketing team
Use the CRM system of Trustly to organize, optimize and document your daily work
Act in compliance with occupational safety requirements of the company, the IT security policy, the
Who you are:
To be successful in this role you have a master’s degree (or equivalent) with first experience in sales representing enterprise software, SaaS or FinTech solutions in the DACH region
A team player with great interpersonal and cross-cultural skills
Strong verbal and written communication skills with the ability to talk and present confidently in front of key internal and external stakeholders and senior management
Deep relationship management and negotiation skills
A solution-driven problem solver with an innovative mindset
A proven ability to understand and effectively communicate with multiple stakeholders
As we are a international comapany, fluency in German and English is a must
Sep 06, 2018
Full time
At Trustly, we’re passionate about simplifying the way people pay and get paid online. We are a licensed payment institution and our B2B products available in 29 European countries attract global merchants in segments such as e-commerce, travel, financial services and gaming. In 2017, we processed 44% of our total payment volume since our founding in 2008, which is a testament to our fast growth, and today we process nearly 4 million monthly transactions.
We are a diverse and fast-growing team of 200+ people with our headquarters in Stockholm, Sweden, and regional offices in Spain, Malta, Finland, Germany and the UK. Together we are leading the development of the payments industry and the work you’ll do here will make a great impact.
About Sales at Trustly:
The Sales department works together with the rest of the company to win new business, which directly contributes to Trustly’s fast growth. Our goal is to sign new merchants, both large and small, and we are always willing to walk the extra mile to get there. The department is made up of around 30 people, divided into verticals (e-Com, Gaming, Partner Sales and Travel), and we are on the frontlines representing and pitching Trustly every day.
About the role:
As Trustly’s Junior Sales Executive - Germany/Austria, you will contribute to the growth of Trustly in Germany and Austria. This means you’ll mainly support the implementation of Trustly’s internationalization strategy in those high-potential markets. This is an ideal position to jump-start your B2B sales career in the payments industry.
You will work under the guidance of strong sales colleagues to coach you to success.
What you'll do:
Contribute to the growth of the merchant customer base and revenues in Germany and Austria by customer acquisition in the broad e-commerce segment
Identify potential customers, sales channels, partners and other multipliers and distribute our products to or with them
Develop sales plans, specific to individual clients, to find opportunities to grow pipeline and to maximize revenue
Identify relevant opportunities, local market trends and needs through ongoing market analysis and monitoring and report them into the organization
Manage contract negotiating and deal-closing
Maintain and develop our relationships with existing customers to increase revenues and to strengthen brand awareness; this will be in cooperation with the Account Management team
Contribute to developing the relationships with external partners, such as payment service providers and resellers, by providing information and guidance towards their sales teams to acquire new customers; this will be in cooperation with Partner Sales team
Represent Trustly at relevant exhibitions, events and conferences
Initiate marketing campaigns with new or existing customers together with the Marketing team
Use the CRM system of Trustly to organize, optimize and document your daily work
Act in compliance with occupational safety requirements of the company, the IT security policy, the
Who you are:
To be successful in this role you have a master’s degree (or equivalent) with first experience in sales representing enterprise software, SaaS or FinTech solutions in the DACH region
A team player with great interpersonal and cross-cultural skills
Strong verbal and written communication skills with the ability to talk and present confidently in front of key internal and external stakeholders and senior management
Deep relationship management and negotiation skills
A solution-driven problem solver with an innovative mindset
A proven ability to understand and effectively communicate with multiple stakeholders
As we are a international comapany, fluency in German and English is a must