Top Fintech Sales Jobs in Boston, MA

Leads sales strategy and revenue growth for Mastercard’s Test & Learn platform. Builds and converts cold client pipelines, secures large multi-year deals, presents data-driven solutions to senior executives, and develops long-term client relationships. The role requires software or analytics solution-selling expertise, strong commercial and negotiation skills, experience with media and advertising clients, analytical problem-solving, and the ability to manage extended sales cycles across industries including retail, restaurants, travel, digital, CPG, and telecommunications.

Drive strategic growth through OEM partnerships by building a partner pipeline, developing business cases, negotiating contracts and deal economics, and establishing go-to-market strategies. The role collaborates with executives and internal stakeholders, transitions new partners to account management, and manages onboarding for complex partnerships across transportation segments. It requires extensive sales, marketing, relationship management, insurance or financial services expertise, analytical and financial skills, and up to 50% travel.

Leads secured and specialized lending sales initiatives, sources and grows client relationships, analyzes and structures complex financing opportunities, develops tailored credit solutions, coordinates internal approvals, manages client transactions, and mentors junior staff. The role focuses on Asset Based Lending and technology finance, including collateral analysis, borrowing base calculations, financial modeling, risk assessment, and collaboration with financial sponsors and coverage teams.

Lead the full sales cycle for SME and growth customers, from prospecting through negotiation, closing, onboarding, and early customer success. Sell fintech solutions including payments acceptance, cross-border payments, billing, and spend management. Generate pipeline, exceed revenue targets, consult with clients, negotiate contracts, collaborate cross-functionally, support partnerships, and improve scalable sales processes.

Provides personalized wealth management and financial planning for individuals and families. Develops client relationships, conducts financial discovery, creates tailored strategies, manages a client book, generates new business through prospect outreach and referrals, and collaborates with internal specialists on investment management, insurance, and estate planning. The role is branch-based, commissioned, and requires active securities and insurance licenses.

Develop and manage a wealth advisory practice by discovering client goals, creating personalized financial plans, expanding client relationships, generating referrals, and promoting wealth management services. The advisor collaborates with internal specialists and external partners to deliver financial planning, investment management, insurance, and estate planning solutions. This branch-based role requires active securities and insurance licenses, business development experience, and familiarity with high-net-worth clients.

Develop and manage a wealth advisory practice by understanding client goals, creating tailored financial plans, and delivering investment, insurance, and estate-planning solutions. Build relationships with clients, prospects, business partners, and referral sources to generate new opportunities and grow existing accounts. The role is branch-based, collaborative, and focused on serving high-net-worth individuals while meeting performance and productivity goals.

Leads global sales compensation strategy, commission plan design, implementation, optimization, and roadmap prioritization. Partners with senior leaders to align incentives with go-to-market strategy, sales productivity, and revenue growth. Analyzes plan effectiveness, identifies automation opportunities, coordinates cross-functional execution, and manages a high-performing compensation operations team.

Qualify inbound partner and prospect leads, conduct discovery conversations, assess business fit, route opportunities to appropriate business development or sales teams, and manage handoffs. Maintain CRM data hygiene, prioritize follow-up, resolve cases promptly, and use workflow tools to improve response times and prospect engagement. The role requires learning and communicating fintech, payments, blockchain, and digital asset concepts while collaborating with cross-functional teams.

Manage and grow small-to-medium education-sector accounts through scalable engagement strategies, data analysis, issue resolution, renewals, onboarding, and product expansion. Partner with Sales to identify and close new revenue opportunities, collaborate with Client Operations, support webinars and events, and contribute to team development and onboarding.

Qualifies and engages inbound prospects through phone, email, and social outreach; schedules qualified consultations for Sales Executives; maintains prospect data in Salesforce; explains Perk’s value proposition; collaborates with Marketing to improve lead generation and qualification; and develops expertise in the company’s SaaS travel and spend management platform.

Complete a nine-month sales training program covering employee benefits, product knowledge, and professional selling. Support account executives by meeting with brokers and customers, making cold calls, conducting enrollment meetings and benefit fairs, providing post-sale service, and assisting with territory management. Build communication, presentation, negotiation, analytical, organizational, and relationship-building skills while learning to use approved AI tools. Successful completion prepares the trainee to pursue an account executive role.