Job Details

Overview

SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to 1,475+ bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms. SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company. This can be a hybrid work situation from your home and our corporate offices in Dublin, CA, or a 100% work remote from your home office in the USA position. Were looking for a Sales Director to drive net new business by bringing SavvyMoneys solutions to more banks and credit unions nationwide. This is an individual contributor role focused on direct sales with an emphasis on selling our offer engine, loan growth, and credit engagement tools. The ideal candidate is an ambitious self-starter who loves uncovering pain points, building executive relationships, and closing deals that deliver real impact.

Responsibilities

Net New Client Acquisition

• Own the full sales cycle from prospecting to close, focused on winning new logos among banks and credit unions.
• Develop and execute outbound strategies to generate new opportunities through direct outreach, events, and referrals.
• Deliver tailored product demos and solution recommendations to decision-makerstypically marketing, lending, and executive leaders.

Pipeline Management

• Build and maintain a strong, self-sourced pipeline of qualified opportunities.
• Forecast accurately and report on pipeline progress and deal health.
• Track activity, engagement, and conversion metrics in CRM to support continuous improvement.

Collaborate for Success

• Partner with marketing to refine messaging and campaigns that drive top-of-funnel awareness.
• Work closely with Product Marketing to deliver compelling solution positioning.
• Share feedback from prospects to inform product development and go-to-market strategy.

Strategic Growth Focus

• Be a key contributor to SavvyMoneys go-to-market efforts for our growing suite of offer-related solutions.
• Identify and pursue new verticals, segments, or geographic areas with strong market potential.

Qualifications

• 58+ years of experience in B2B SaaS, fintech, or financial services sales, with a strong preference for direct sales into financial institutions.
• Familiarity with the lending/deposit space and/or LOS platforms is highly desirable.
• Demonstrated success in a full-cycle sales role with consistent quota attainment.
• Excellent communication and consultative selling skills, including experience presenting to senior executives.
• Self-motivated, goal-oriented, and comfortable working independently in a high-growth environment.
• Proficient with CRM tools (e.g., Salesforce) and modern sales engagement platforms.
• Bachelors degree required; advanced degree or fintech experience a plus.

Compensation

The annual base salary for this position is between $135,000.00 and $155,000.00, depending upon experience, plus quarterly commission potential.

Benefits

• Equity Compensation Package
• Flexible Time Off (FTO) - take time off as needed to rest and recharge.
• Medical, Dental, Vision 100% premium paid for employee
• Disability/Life Insurance
• Opportunity for learning and career growth with a top Bay Area technology company
• Reimbursement for remote work setup
• Monthly stipend for phone and internet
• Team building events, culture activities, all hands events
• Paid time off to volunteer and serve the community
• Half day Fridays
• 401k matching contribution
• Beautiful California East Bay offices in Dublin, CA

EEO Statement

SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer.

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