Top Fintech Sales Jobs in Boston, MA

Handle inbound calls and warm leads, consult customers on insurance needs, recommend appropriate Property and Casualty coverage, and convert prospects into policyholders. The role includes paid training and licensing support, remote work, commission opportunities, and a fixed weekday/weekend schedule. Employees must maintain a professional home workspace with reliable wired high-speed internet and obtain a Property and Casualty insurance license after hire.

Handle inbound calls and warm leads, consult customers on insurance needs, recommend appropriate coverage, and convert prospects into policyholders. The role involves persuasive communication, customer service, sales closing, accurate documentation, and representing the Liberty Mutual brand. Employees complete paid training and obtain a Property and Casualty license if needed. Work is remote with a fixed schedule including one weekend day and requires a dedicated workspace and wired high-speed internet.

Provides SBA lending expertise and training to Relationship Managers, supports processing of SBA 7(a) and 504 loans, develops leads through outreach to CDCs, CDAs, government agencies, and customers, and assists with loan preparation, processing, and closing.

Develop and grow a wealth management practice by conducting client discoveries, creating personalized financial plans, managing relationships, generating referrals, and promoting wealth management services. The role involves client and prospect outreach, business development, and collaboration with internal specialists to provide financial planning, investment management, insurance, and estate planning solutions.

Manages and grows small-business banking relationships, serving clients with $1–10 million in annual revenue. Develops consultative relationships, identifies lending and financial needs, manages portfolios, drives new customer acquisition, and partners across banking, lending, and investing teams. Responsibilities include assessing credit risk, generating loans and deposits, cross-selling solutions, maintaining market knowledge, building referral networks, and participating in community activities.

Supports strategic global accounts by coordinating customer engagement, account planning, proposals, RFPs, business cases, commercial opportunities, and cross-functional execution. Prepares executive meetings and business reviews, tracks commitments, aligns internal stakeholders, and helps advance partnerships and strategic initiatives across Mastercard’s acquiring and payments ecosystem.

Supports Spanish-speaking restaurant prospects during the sales process by partnering with SMB Account Executives. Conducts discovery calls and product demonstrations, explains Toast’s platform, assists with quotes and contracts, communicates in Spanish and English, advances deals, and supports transitions to onboarding. The role requires bilingual fluency, collaboration, adaptability, and a customer-focused approach. Salesforce experience, restaurant operations experience, and Sandler Sales Training are preferred.

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.

Leads complex wealth management banking initiatives for high-net-worth and ultra-high-net-worth clients. Develops and manages client relationships, recommends integrated credit and deposit strategies, manages customized credit portfolios, and advises on banking products. Collaborates across wealth management teams, drives new initiatives, resolves complex issues, and ensures compliance with FINRA, SAFE, mortgage lending, and risk-management requirements.

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.

Manage complex software contract negotiations and deal structuring while supporting sales teams. Optimize pricing, revenue, profitability, risk, and sales-cycle efficiency within commercial and financial guardrails. Partner with legal, finance, revenue, product, and sales operations teams; oversee deal financials and revenue-recognition implications; support customer-facing negotiations, non-standard deals, policy enforcement, and commercial-process improvements.