Senior Account Executive

ABOUT THE COMPANY

Digital Onboarding helps community banks and credit unions turn account holder data into timely, personalized action. Our data-driven lifecycle engagement platform guides account holders to their next best step across the channels they use most. We believe that when people feel financially secure, they can focus on what matters most in their lives. Institutions that make it easy to access and use financial services build a lasting competitive edge and strengthen the communities they serve. That’s the mission driving everything we do.

Mission

As a Senior Account Executive, you'll be responsible for driving new business growth by partnering with banks and credit unions to modernize how they engage account holders. You'll manage complex sales cycles, build relationships with senior decision-makers, and help financial institutions realize the value of Digital Onboarding's platform. You'll play a key role in expanding our customer base while representing Digital Onboarding with professionalism, curiosity, and a customer-first mindset.

What You’ll Do

Drive Enterprise Growth

• Own a territory and drive net new business with banks and credit unions.
• Lead complex, multi-stakeholder sales cycles from initial outreach through signed agreement, managing deal momentum across business, technology, operations, and executive stakeholders.
• Build and execute strategic territory plans that identify and prioritize high-value opportunities.
• Consistently achieve sales goals while maintaining a healthy pipeline and accurate forecast.
• Maintain a disciplined sales process using Salesforce, Gong, and other sales tools.

Lead Strategic Customer Conversations

• Conduct thoughtful discovery and executive-level presentations that connect Digital Onboarding's platform to customer goals around growth, engagement, retention, and digital transformation.
• Build compelling business cases that clearly communicate value and return on investment across multiple stakeholders.
• Navigate procurement, security, legal, and compliance processes common within financial institutions.

Build Strong Customer Relationships

• Develop relationships with decision-makers and key stakeholders throughout the buying process.
• Partner closely with Customer Success to ensure a seamless transition after the sale and position customers for long-term success.
• Share customer feedback and market insights with Product and Marketing to help inform future product development and go-to-market strategy.

Contribute to the Team

• Share best practices, successful sales strategies, and customer insights with teammates.
• Help improve sales playbooks and processes based on what you're seeing in the market.
• Stay current on fintech trends, competitive offerings, and the evolving needs of banks and credit unions.

What You Bring

Must-Haves

• 6+ years of SaaS sales experience with a consistent track record of meeting or exceeding sales goals.
• A track record of owning a growth number and hitting it at a company at a similar stage and scale.
• Direct experience selling to financial institutions, ideally community banks and credit unions, and a network in that market.
• Experience managing complex, multi-stakeholder sales cycles.
• Confidence building relationships with executive-level buyers and leading strategic business conversations.
• Experience using Salesforce, Gong, and modern sales tools to manage pipeline and forecast.
• Demonstrated ability to leverage AI tools to improve productivity, streamline workflows, and enhance sales effectiveness.
• Exceptional written and verbal communication skills.
• A structured, consultative approach to selling.

Nice-to-Haves

• Experience with sales methodologies such as MEDDIC, Challenger, SPICED, or similar frameworks.
• Familiarity with digital engagement, marketing automation, or customer lifecycle management platforms.
• Experience working with bank technology ecosystems, digital banking platforms, core systems, or other financial technology solutions.

Why Join Us

• Fully remote, work from anywhere in the continental US
• Unlimited, flexible PTO
• Generous healthcare coverage plus wellness perks, including free counseling
• 401(k) retirement planning support
• A flat, low-hierarchy culture that values ideas and ability over titles
  

COMPANY OVERVIEW

Digital Onboarding enables financial institutions to help people and businesses thrive by making it easier for them to stay financially organized and secure. Our digital engagement platform is designed specifically for financial service companies which makes us unique and easy-to-use from the start. We drive customer engagement and satisfaction by using a combination of highly personalized email, text and individually generated websites.

We are a digital team which means we hire the best and brightest from across the country. We like working with intelligent and kind people that fight for great ideas, want to get things done, and think creatively to challenge the status quo.

We are a growing company. All of our employees possess an over-the-top team approach towards achieving our goals. We operate in a dynamic industry that in turn creates a fast-paced environment; contributions are highly encouraged and recognized.

The above listed responsibilities should act as a guideline of expectations for this role and is not meant to be all-encompassing. The duties and responsibilities of this position may change from time to time, at the sole discretion of Digital Onboarding.

This is a full time, exempt position.