Financial Technology Recruiting
Senior Sales Executive - AI Powered ALM Platform
Financial Technology Recruiting, Germantown, Ohio, United States
Senior Sales Executive - AI Powered ALM Platform
Remote | Fintech SaaS | Credit Union Bank Focus
Our client is a fast-growing fintech startup redefining Asset Liability Management (ALM) for community banks and credit unions. Their AI-powered ALM analytics platform helps finance leaders make faster, smarter, and regulator-ready decisions with confidence providing a full suite of ALM tools and services within a single platform covering data analytics, advisory, and execution in one solution
About the Platform This next-generation platform enables financial institutions to:
Gain real-time control over ALM through a single AI-powered system that unifies risk analysis, scenario modeling, and reporting.
Translate insights into action—linking market movements directly to balance sheet strategies.
Empower lean finance teams with the analytical power of larger institutions, without adding headcount.
Deliver regulator-ready reports and board-level insights instantly.
Plan with precision using probabilistic, AI-driven scenarios rather than static stress tests.
The solution combines machine learning and quantitative finance models to assess balance sheet risk in real time and recommend AI-driven optimization strategies. Through integrations with leading platforms, the built-in marketplace connects clients to 1,000+ trading counterparties, creating a seamless bridge between analytics and execution.
The Role We’re looking for a Senior Sales Executive to help define and drive our go-to-market strategy within the credit union vertical. You’ll work directly with the founding team to build early traction, shape sales messaging, and close strategic deals with CFOs and CEOs at credit unions.
This is a unique opportunity to join a company early in its journey, helping shape its success, voice in the market, and customer base.
Key Responsibilities
Develop and execute a go-to-market strategy focused on credit unions.
Lead the full sales cycle from prospecting and consultative discovery to demo, negotiation, and close.
Build and nurture relationships with C-level decision-makers (CFOs, CEOs, Finance leaders).
Translate complex ALM and balance sheet analytics into clear business value and ROI.
Serve as a product expert able to demo the platform and speak credibly to data, analytics, and finance leaders.
Collaborate closely with marketing and product teams to refine messaging and feedback loops.
Create repeatable sales processes and playbooks as the company scales.
What We’re Looking For
7+ years of experience selling financial analytics and/or Asset Liability Management solutions
Deep understanding of balance sheet management, interest rate risk, and financial data analytics.
Proven success building relationships with C-Levels and senior finance executives at Credit Unions .
Strong CRM discipline and data-driven approach to sales management.
Strategic thinker with startup DNA—comfortable operating in a fast-paced, remote-first environment.
Excellent communication skills—able to explain complex financial concepts clearly and confidently.
Experience in a CUSO environment
Why Join
Join an early-stage company with a transformative product and a massive market opportunity.
Work directly with founders and influence the commercial direction of the business.
Represent a brand built on transparency, intelligence, and execution.
Competitive compensation package with significant growth potential. (Base, Bonus, Uncapped Commissions, Equity component)
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Our client is a fast-growing fintech startup redefining Asset Liability Management (ALM) for community banks and credit unions. Their AI-powered ALM analytics platform helps finance leaders make faster, smarter, and regulator-ready decisions with confidence providing a full suite of ALM tools and services within a single platform covering data analytics, advisory, and execution in one solution
About the Platform This next-generation platform enables financial institutions to:
Gain real-time control over ALM through a single AI-powered system that unifies risk analysis, scenario modeling, and reporting.
Translate insights into action—linking market movements directly to balance sheet strategies.
Empower lean finance teams with the analytical power of larger institutions, without adding headcount.
Deliver regulator-ready reports and board-level insights instantly.
Plan with precision using probabilistic, AI-driven scenarios rather than static stress tests.
The solution combines machine learning and quantitative finance models to assess balance sheet risk in real time and recommend AI-driven optimization strategies. Through integrations with leading platforms, the built-in marketplace connects clients to 1,000+ trading counterparties, creating a seamless bridge between analytics and execution.
The Role We’re looking for a Senior Sales Executive to help define and drive our go-to-market strategy within the credit union vertical. You’ll work directly with the founding team to build early traction, shape sales messaging, and close strategic deals with CFOs and CEOs at credit unions.
This is a unique opportunity to join a company early in its journey, helping shape its success, voice in the market, and customer base.
Key Responsibilities
Develop and execute a go-to-market strategy focused on credit unions.
Lead the full sales cycle from prospecting and consultative discovery to demo, negotiation, and close.
Build and nurture relationships with C-level decision-makers (CFOs, CEOs, Finance leaders).
Translate complex ALM and balance sheet analytics into clear business value and ROI.
Serve as a product expert able to demo the platform and speak credibly to data, analytics, and finance leaders.
Collaborate closely with marketing and product teams to refine messaging and feedback loops.
Create repeatable sales processes and playbooks as the company scales.
What We’re Looking For
7+ years of experience selling financial analytics and/or Asset Liability Management solutions
Deep understanding of balance sheet management, interest rate risk, and financial data analytics.
Proven success building relationships with C-Levels and senior finance executives at Credit Unions .
Strong CRM discipline and data-driven approach to sales management.
Strategic thinker with startup DNA—comfortable operating in a fast-paced, remote-first environment.
Excellent communication skills—able to explain complex financial concepts clearly and confidently.
Experience in a CUSO environment
Why Join
Join an early-stage company with a transformative product and a massive market opportunity.
Work directly with founders and influence the commercial direction of the business.
Represent a brand built on transparency, intelligence, and execution.
Competitive compensation package with significant growth potential. (Base, Bonus, Uncapped Commissions, Equity component)
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