Sales & Account Management Senior Associate

Who Are We?

At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.

What Will You Contribute?

The primary responsibility is new business sales. Who will contribute to the growth of CMS by signing new name clients to the CMS service and working with existing clients for additional revenue opportunities.

Responsibilities & Deliverables :

This role requires both following up on new business sales leads as well as generating and qualifying your own leads. The candidate would be responsible to seeing the deal through to closure, via meetings, product demonstrations, contract negotiations. There is also an element of account management responsibility - to keep contact with existing buy-side customers and ensure that they are using the service to its maximum potential and are happy with the service. The role will also require working closely with the existing tier 1 bank customers with the remit of expanding client coverage. Both the account management and new business sales responsibilities carry the same goal of increasing transaction volume and revenue for the products and services in the Americas region.

Required Experience :

The candidate will need to be able to operate with a good deal of independence. The candidate also needs to be prepared to travel, with the role covering the whole of Americas region. The candidate will need to be experienced and confident in delivering presentations, and be fully competent on Microsoft Office applications such as Excel, Word, PowerPoint etc. Some experience of using CRM / Sales Management software would be ideal. Previous experience of working with or selling to the buy-side would be a major advantage. Other high-level requirements / ideals are as follows : Sales and / or account management experience; Experience managing / selling to the buy-side market; Exposure to the foreign exchange market; Exposure to / familiar with corporate treasury; Familiar with corporate treasury management systems; Familiar with Fund Manager Order / Portfolio Management systems; Familiar with fund management middle / back office FX operations; Prepared to travel (this role covers all of Americas region) : Familiar with electronic FX trade execution platforms; Exposure / experience of banking back office / operations; Familiar with the FX post-trade confirmation matching process.

We Are Proud To Offer A Range Of Incentives To Our Employees Worldwide. These Benefits Are Available To Everyone, Regardless Of Grade, And Reflect The Values We Uphold :

Flexibility : Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.

Well-being : Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support.

Medical, life & disability insurance, retirement plan, lifestyle and other benefits

ESG : Benefit from paid time off for volunteering and donation matching.

DEI : Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).

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

Recognition : Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.

• Specific benefits may vary by location.

At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves.

Be unique, be exceptional, and help us make a difference at Finastra! Applicants for this position need to be located in the following cities or their immediate surrounding areas : Austin / Lake Mary (Orlando). Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.