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Job Description: Job Title: Treasury Sales Officer, Global Commercial Banking Corporate Title: Director Location: Amsterdam Company Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Global Payments Solutions Group Bank of America’s Global Payments Solutions (GPS) business is hiring. Our focus on combining cutting-edge technology with innovative solutions, means we consistently deliver exceptional results for our clients. Do you want to be part of our award-winning team? We are proud to: <ul> <li>Be a leading provider of treasury and cash management solutions</li> <li>Deliver for over 100,000+ clients globally, including over 73% of the Global Fortune 500</li> <li>Be at the forefront of delivering treasury solutions across all segments and all industries, from middle-market businesses to the world’s largest corporate and financial institutions</li> <li>Provide a personalised service for our clients, backed with high-tech for their liquidity management, payments and receipts, trade and supply chain finance and FX and commercial card services</li> </ul> We want to hear from you if you are: <ul> <li>A highly-motivated individual</li> <li>Has a client-centric focus who can advocate on their behalf</li> <li>Can challenge the status quo</li> <li>Collaborate with peers as well as having the ability to influence the conversation with diverse points of view</li> <li>Innovative with forward-thinking ideas</li> </ul> The Team The EMEA Global Commercial Bank team within GPS is one of the fastest growing and most international client segments in GPS. As part of our growth, we are seeking team members to enhance our presence across Europe. The person would be based in Amsterdam and will have origination responsibilities for European subsidiaries of US Headquartered clients. Responsibilities The Treasury Sales Officer (TSO) is responsible for pursuing treasury revenue streams and product penetration across an assigned portfolio with a mix of existing and prospect clients. The TSO works closely with Corporate Banking, GPS colleagues as well as key Product Management partners (including cash management, FX, card, trade and liquidity) to identify solutions that best suit our client’s needs. You will have daily face-to-face or phone interactions with existing clients and prospects. Role activities and responsibilities may include: <ul> <li>Primary relationship and GPS sales responsibility for a portfolio of existing and prospect clients headquartered the US, alongside European subsidiaries</li> <li>Develop existing client relationships to advance business opportunities and close deals</li> <li>Understand client objectives for transaction banking and other cash and treasury related services, effectively match bank resources and capabilities against client requirements to develop business opportunities deliver incremental revenue</li> <li>Ensure complete alignment in client selection and growth strategies with Corporate Banking colleagues</li> <li>Design, write and present proposals/cash management solutions to existing and prospect clients</li> <li>Delivery of revenue and new business pipeline in accordance with defined and agreed goals</li> <li>Ensure full observance of and adherence to applicable compliance and other regulatory requirements and guidelines</li> <li>Provide client and market feedback to management and business partners, including for product development and enhancement</li> <li>Act as a liaison with Corporate Banking, Investment Banking, Credit and Risk, Compliance, Product Management, Client Delivery &amp; Service, Implementation and Operations</li> </ul> What we are looking for <ul> <li>Required familiarity of Netherlands financial landscape, GPS knowledge and European international treasury management experience and product knowledge</li> <li>Fluency in English and Dutch required</li> <li>Successful history of direct treasury management experience, treasury management sales (including but not limited to, cash management, liquidity strategies, commercial cards, foreign exchange, working capital and trade)</li> <li>Demonstrated ability to foster partnerships within the core team and build rapport with client contacts</li> <li>Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction</li> <li>Engage all internal partners for sales opportunities</li> <li>Effectively manages risk while balancing the needs of the client, the team and the Bank</li> </ul> Bank of America Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Bank of America

Director, Treasury Sales Officer, Global Commercial Banking, Amsterdam (Dutch Speaking)

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Bank of America is seeking a motivated and detail oriented Treasury Onboarding Analyst to join the North America Investment Management onboarding team, supporting Financial Institutions Group (FIG) clients within our Global Payment Services (GPS) business. This role is responsible for managing the onboarding process for a wide range of complex global clients including asset managers, private capital firms, broker-dealers, and exchanges and plays a critical role in delivering a smooth and timely onboarding experience. The Onboarding Specialist will work closely with Treasury Sales Officers (TSOs), clients, and internal partners across AML, Tax, Fulfillment and operations. The ideal candidate is a forward thinking problem solver with strong attention to detail, who can manage complex workflows and help identify ways to simplify and enhance existing processes. This role offers the opportunity to work directly with clients, contribute to complex onboarding initiatives, and play a visible role in supporting Bank of America’s largest Global GPS clients with a best in class onboarding experience. Key Responsibilities: <ul> <li>Manage end-to-end onboarding for institutional investment management clients in coordination with TSOs.</li> <li>Serve as the central point of contact for onboarding activity, including document collection, issue resolution, and internal coordination.</li> <li>Build a deep understanding of the bank's onboarding practices and AML KYC policies, as well as entity structures as it relates to asset managers and private capital.</li> <li>Communicate onboarding and regulatory documentation requirements to clients and ensure timely, complete submissions.</li> <li>Conduct initial reviews of documentation for accuracy; flag and resolve gaps in coordination with internal partners.</li> <li>Initiate AML, KYC and tax processes and ensure regulatory requirements are addressed promptly and accurately.</li> <li>Provide clients and internal teams with regular updates, including progress trackers and detailed action items.</li> <li>Schedule and lead weekly onboarding calls with clients and internal stakeholders to track progress and maintain alignment.</li> <li>Maintain accurate client and account data in internal systems, with attention to tax, legal, and hierarchical coding.</li> <li>Identify and recommend opportunities to simplify, enhance, and streamline onboarding processes and documentation workflows.</li> <li>Contribute to onboarding reporting and metrics, including cycle times, documentation quality, and key risk indicators.</li> </ul> Job Qualifications: <ul> <li>Bachelor's Degree or equivalent work experience</li> <li>5 years of experience in client onboarding, treasury services, operations, or compliance within financial services.</li> <li>Experience working with institutional clients such as asset managers, private capital firms, broker dealers, and exchanges.</li> <li>Strong familiarity with cash management and treasury products, including account structures, fx, liquidity, card, and payment solutions.</li> <li>Understanding of AML, KYC, FATCA, CRS, and other relevant regulatory frameworks.</li> <li>Excellent communication skills, with the ability to engage clients and internal stakeholders professionally and clearly.</li> <li>Organized, proactive, and capable of managing multiple onboarding streams and meeting deadlines.</li> <li>Problem-solving mindset and interest in driving continuous improvement in onboarding processes.</li> <li>Proficiency in Microsoft Office; familiarity with SalesForce, Tableau, Mark-it, and onboarding workflow tools is a plus.</li> <li>Certifications in CTP, ACAMS, CAMS a plus but not required.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Sales Associate - Onboarding Specialist

Magier AI

Enterprise Growth & Business Development Lead

<a href="https://www.greatquestion.co/" target="_blank">Great Question</a> is hiring an experienced Business Development Representative to help us on our mission to democratize user research - helping companies talk to their customers more to ensure they build software that people want.‍‍We are a well-funded startup and are we're looking for an experienced Business Development Representative with tech experience to join our high-performing, fully remote team.‍We’re currently a team of about 30 employees. We tripled revenue in 2024 (see our 2024 year in review <a href="https://greatquestion.co/blog/2024-review" target="_blank">here</a>), and we’re looking to do it again in 2025. This is an opportunity to get in early, work on an interesting problem, have a huge impact on the technology and culture of an early-stage company, and shape the future of how teams build software through research.‍This is a remote role open to people living in Denver CO, Boulder CO, or the San Francisco Bay Area CA (with a preference for Oakland). At Great Question, we believe in transparency—not just about our strengths, but also about where we still have room to grow. Here’s what you should know before deciding to apply:<ol> <li> We’re Still Figuring Things Out <ul> <li>We’re a scaling startup, which means some processes are still being built or refined. Expect ambiguity and some growing pains as we establish systems and frameworks. </li> <li>While we’re deeply committed to our mission and values, we’re still shaping what our culture looks like day-to-day. There’s a lot of potential here, but it’s not fully baked yet.</li> </ul> </li> <li> Lean Teams, Big Responsibilities <ul><li>We operate with a lean team, so everyone wears multiple hats. This can mean juggling tasks that go beyond the typical scope of your role. </li></ul> </li> <li> Fast-Paced and High Expectations <ul><li>We’re moving quickly to build and scale. This pace can feel exhilarating, but it also means you’ll need to be self-driven and comfortable with occasional chaos.</li></ul> </li> <li> Limited Resources <ul><li>Like most startups, we don’t have endless budgets or extensive support systems. Creativity and resourcefulness are essential to getting things done. </li></ul> </li> <li> Unpolished Internal Systems <ul><li> You’re probably going to encounter inefficiencies with tools, workflows, or reporting that need attention. Building scalable systems is a priority, but it’s a journey and we’re not there yet. </li></ul> </li> </ol>We’re pretty far from perfect, and we don’t claim to be. But we’d like to get there. So if you’re someone who thrives on solving problems, enjoys creating structure from scratch, and loves being part of a dynamic, fast-growing environment, Great Question might be the right place for you. Role Overview The Business Development Rep team serves two primary purposes at Great Question. <ol> <li>Drive revenue through pipeline creation - continue to find the right people and the right companies to meet with us! </li> <li>Talent Development - we want to grow our future sales professionals internally, come learn and master your craft and grow your career here. </li> </ol>‍This position is focused on finding the right people in large enterprise companies that will benefit from using our research automation platform, and connecting them with our Account Executives. One of the keys to success in this position: You need to have the discipline to work independently and have a passion for the Research industry or have the drive to want to learn the business.<h3>What You’ll Do</h3><ul> <li>Prospecting &amp; Lead Generation: Use outbound prospecting techniques (Calls, Linkedin, Email) to identify and engage potential customers that align with Great Questions ICP</li> <li>Pipeline Development: Collaborate with Account Executives on target accounts to generate, expand, and nurture opportunities</li> <li>Collaboration &amp; Strategy: Our ideal customers are large enterprises with complex structures, and our platform can be used by all, work with team members in a concerted effort to find the right approach, to the right people, at the right time</li> <li>Training &amp; Development:: Master your craft through a diligent training curriculum and become a pro in the sales industry and in the UX Research industry. </li> </ul><h3>About You</h3><ul> <li>Experience: 1-3 years of experience in sales, ideally selling SAAS software to B2B enterprise customers. </li> <li>Drive and Discipline: Self-motivated to excel in a remote, fast-paced, startup environment; thrives in ambiguity and proactively solves problems.</li> <li>Desire for a Career in Sales: Clear in career goals for the next 1-3 years and driven to achieve them</li> <li>Customer-Centric Mindset: Passionate about understanding and delivering value to clients beyond the sale.</li> <li>High Conviction: Committed to high standards and enthusiastic about our mission.</li> <li>Collaborative yet Competitive: Brings a team-first mindset with a strong drive to win and exceed personal goals. </li> </ul><h3>Benefits</h3><ul> <li>Compensation: Competitive salary, uncapped commission, and equity.</li> <li>Always Remote: Work from anywhere within American time zones. </li> <li>PTO &amp; Team Engagement: Four weeks of PTO, holidays, and regular team events. Our last off-site was in Mexico City! </li> </ul><h3> Our Interview Process </h3><ul> <li> Stage 1: Application Screening - 45 mins <ul><li>A video interview for basic qualifications.</li></ul> </li> <li> Stage 2: Skills Exercise - 45 mins <ul><li>A review of your BDR skill set</li></ul> </li> <li> Stage 4: Cultural alignment - 45 mins <ul><li>We’ll evaluate your cultural alignment with Great Question.</li></ul> </li> <li> Stage 5: Senior Leadership Interview <ul><li>Final interview with our CEO Ned to assess long-term fit and alignment with the mission.</li></ul> </li> </ul> Note - Each interview is sequential, so you’ll only move to the next round if you pass the previous one. After each interview, we’ll aim to notify you if you’re progressing within 48 hours of your interview taking place. <h3> Equal opportunity statement </h3>Great Question is committed to providing a workplace free from discrimination or harassment. We expect every member of the Great Question community to do their part to cultivate and maintain an environment where everyone has the opportunity to feel included, and is afforded the respect and dignity they deserve. Decisions related to hiring, compensating, training, evaluating performance, or terminating are made fairly, and we provide equal employment opportunities to all qualified candidates and employees. We examine our unconscious biases and take responsibility for always striving to create an inclusive environment that makes every employee and candidate feel welcome.

Great Question

Business Development Representative

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Job Responsibilities: At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs. <ul> <li>Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations</li> <li>Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis</li> <li>Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth</li> <li>Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs</li> <li>Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning</li> <li>Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables</li> <li>Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure</li> </ul> Job Requirements: <ul> <li>5+ years of Cash Management and/or Trade &amp; Supply Chain Finance experience</li> <li>Intrinsically motivated to continuously improve processes and/or one’s own education</li> <li>Ability to lead small groups while effectively delegating tasks</li> <li>Exercises the desire to mentor and sponsor other Associates</li> <li>Certified Treasury Professional certification or equivalent preferred</li> <li>Bachelor's Degree or equivalent work experience </li> </ul> Skills: <ul> <li>Account Management</li> <li>Business Development</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Critical Thinking</li> <li>Portfolio Analysis</li> <li>Presentation Skills</li> <li>Relationship Building</li> <li>Sales Strategy</li> <li>Coaching</li> <li>Collaboration</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Prospecting</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Sales Officer

We are looking for a Regional Sales Manager to join our team. This will be a home-based position, and the person can be located in any location any location near a major airport in the Western US or Canada including California, Colorado, Utah, Idaho, Montana, North/South Dakota, Oregon, Washington, Nevada, New Mexico. What you will do as the Regional Sales Manager - West Coast: The Regional Business Development Manager is responsible for discovering and securing new project opportunities from clients within Western US &amp; Western Canada. The Regional Business Development Manager will strengthen relationships with existing clients as well as discover and develop relationships with new clients. The individual works closely with the estimating team to establish proposal strategy and prepare for smooth project execution upon award. The Regional Business Development Manager must effectively track and update the sales forecast accordingly. Key Duties and Responsibilities for Regional Sales Manager: <ul> <li>Schedule meetings and optimize travel plans based on client engagement and sales potential priority.</li> <li>Reach out to prospective clients to understand new opportunity potential.</li> <li>Follow up with existing clients to check on existing system performance and discover new project opportunities.</li> <li>Educate engineering firms about Controls Southeast’s and O’Brien’s technologies and collaborate on specifying the proper solution technologies in client project specification documents.</li> <li>Prepare and execute presentations for large groups of engineering and plant personnel detailing Controls Southeast’s and O’Brien’s technologies.</li> <li>Consult with client to clarify needs regarding scope of work, project schedule, and project specifications.</li> <li>Collaborate internally with technical services, estimating, project engineering, and production departments to ensure appropriate proposal strategy and successful execution of a project upon award.</li> <li>Update all clients on product modifications and enhancements.</li> <li>Attend and effectively represent Controls Southeast and O’Brien at conferences and/or trade shows.</li> <li>Maintain sales forecast via judicious management of sales tracking and client management software.</li> <li>Meet/Exceed quarterly and annual booking goals.</li> <li>Assist with identification, training, and management of local channel partners.</li> </ul> Requirements of the Regional Sales Manager: <ul> <li>Bachelor of Science in mechanical Engineering, chemical, or related technical field, or equivalent combination of degree and technical experience. </li> <li>5-7 years of experience in technical sales, or combination of technical/engineering experience with either team leadership or project management in customer-facing roles.</li> <li>Proven experience in presenting technical data and concepts to end users and engineering companies.</li> <li>Ability to manage conflict productively and reach mutually beneficial solutions</li> <li>Previous experience working with contracts and negotiations preferred. </li> <li>Travel at least 50% (typically every other week for one week) covering the territory of the western United States including California, Utah, Washington, Nevada, Montana, Wyoming, Colorado, New Mexico, Alaska, and areas in Canada including Alberta and British Columbia. </li> </ul> About Us Controls Southeast Inc. and O’Brien Corporation are businesses within AMETEK’s Process and Analytical Instruments Division, a leader in analyzers, monitors and other instruments used by oil, gas, chemical/petrochemical, pharmaceutical, semiconductor, factory automation and other process industries. ​Controls Southeast provides highly engineered thermal maintenance tracing solutions to heat process piping, tanks, &amp; vessels (known as ControTrace® and ControHeat®) used in the petrochemical, chemical, and processing industries. CSI also provides specialty equipment and piping used in the operation of major petrochemical companies and oil/gas refineries worldwide. For over 50 years, CSI has been serving thousands of clients with world class project execution while always understanding each clients’ needs. Visit the company website, <a href="http://www.csiheat.com" target="_blank">www.csiheat.com</a> , to learn more about CSI products/services and CSI’s mission statement known as W4. O’Brien products include TRACEPAK® and STACKPAK™ temperature-controlled tubing bundles; TrueTube® electropolished and coated analyzer sample transport tubing; MJ polymer corrosion protection and STRUT-RAK tray alternative support for small bore tubing systems; VIPAK®, HEATPAK®, and FLEXPAK® heated instrument enclosures, and SADDLEPAK® instrument mounting systems. Markets include the offshore, oil sands, refining and chemical, and power industries. <a href="http://www.obcorp.com/" target="_blank">http://www.obcorp.com/</a>

AMETEK

Technical Sales Manager  (Remote) Mechanical Products - West Coast North America

Sales · Remote USA · Fully Remote <h1>Sales Executive</h1> Are you ready to be a big part of something big? At Trader Interactive, we make buying and selling a great experience. We’re a group of go-getters who decided they didn’t want to settle for the status quo. We come together as one team to build value and drive innovation across our industries - but we have fun while we do it and make sure our people are always our #1 priority. When it comes to your career, we want to provide big opportunities to help you make a big impact. But for this to be possible, we strive to feel small. Small enough to quickly change tack, small enough to learn from different teams and small enough to connect authentically with leadership. And one of the best parts? We give you the freedom to work from whatever working location works best for you and your lifestyle - yes, this means you can be 100% remote if you want to be! What We Offer <ul> <li>An inclusive and supportive work environment where you can move your career forward and will have the chance to do work that has real, significant impact on the world.</li> <li>The opportunity to be a part of a global group of digital marketplace businesses (CAR Group) located across Australia, Brazil, Chile and South Korea - collectively we have around 1,800 team members worldwide, and our Global Talent Exchange Program means you might just find yourself working in one of those businesses sometime soon.</li> <li>Plenty of flexible leave options and employee benefits including up to 31 days of paid time off in your first year, continuing education with access to LinkedIn Learning, a full benefits package including medical, dental &amp; vision, 401K with company match, and wellness program.</li> </ul> What You’ll Do <ul> <li>Make cold calls, tailored outreach and leverage other sales strategies to deliver best-in-class marketing and advertising solutions to dealers within your assigned territory</li> <li>Effectively manage customers by detailing activity in Salesforce</li> <li>Work with our internal teams to develop a deep understanding of each account within your assigned territory</li> <li>Establish relationships and secure contracts with new customers to achieve assigned sales quotas and targets</li> <li>Hunting and initiating contact with potential customers to generate and qualify leads</li> </ul> What We’re Looking For <ul> <li>Willingness to learn our business and sales processes</li> <li>Excellent written and verbal communication</li> <li>Someone that inspires to be at the top of the Sales leader boards</li> <li>Ability to engage dealers in a virtual meeting environment </li> </ul> Bonus Points: <ul> <li>Proven track record in prospecting, cold calling and closing deals specifically in the B2B and B2C digital space</li> <li>Previous dealer knowledge and/or working experience with Cycle, RV, Commercial Truck or Heavy Equipment.</li> <li>CRM experience, we use Salesforce</li> <li>Bachelor’s Degree in Business or related discipline</li> </ul> So come and join our team - because every role is a big role in our plans to go big. TI proudly supports a diverse workforce, and we encourage candidates from underrepresented groups to apply. Trader Interactive is an equal opportunity employer where hiring is based entirely on business needs, job requirements, and individual merit. <dl> <dt>Department</dt> <dd> Sales </dd> <dt>Locations</dt> <dd> Remote USA </dd> <dt>Remote status</dt> <dd> Fully Remote </dd> </dl> Sales · Remote USA · Fully Remote <h1>Sales Executive</h1> <h2>Already working at Trader Interactive?</h2> Let’s recruit together and find your next colleague.

Trader Interactive

Sales Executive

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. <h4>The Role</h4> We are currently seeking an Account Executive to join our ever-expanding Sales Team! We are seeking an experienced, quota-carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for growing new ARR for RIA’s, Single and Multi-Family Offices, and Private Banks. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $108,000 - $160,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Development of a strategic sales plan to effectively and efficiently cover the named accounts within the assigned territory</li> <li>Manage lead qualification and conversion from large financial firms</li> <li>Aggressively prospect and generate new relationships within named accounts</li> <li>Some travel, as required, to prospects, customers or marketing events within territory (40-50% travel) (COVID-19 era exempt)</li> </ul> <h4>Who You Are </h4> <ul> <li>4+ years experience in software sales</li> <li>Experience selling SaaS products into the wealth management or the finance industry</li> <li>Proven record of achieving quotas</li> <li>Hands on experience with Salesforce</li> <li>Detailed knowledge of and passion for SaaS applications with the ability to conduct product demos and understand the complexities of a SaaS business</li> <li>Strong interpersonal and presentation skills</li> <li>Exceptional verbal and written communication skills</li> <li>Experience with web based conferencing tools such as Zoom etc.</li> <li>Ability to work in a fast-paced, team environment</li> <li>Bachelor's Degree highly preferred</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Addepar

Account Executive - Core

<h1>We're building a new healthcare clearinghouse</h1>In the healthcare sector, the Health Insurance Portability and Accountability Act of 1996 (HIPAA) requires that all insurance payers exchange transactions such as claims, eligibility checks, prior authorizations, and remittances using a standardized EDI format called X12 HIPAA. A small group of legacy clearinghouses process the majority of these transactions, offering consolidated connectivity to carriers and providers.Stedi is building the world’s only API-first clearinghouse. By offering modern API interfaces alongside traditional real-time and batch EDI processes, we enable both healthcare technology businesses and established players to exchange mission-critical transactions.Stedi has lightning in a bottle: engineers and designers shipping products week in and week out; a lean business team supporting the company’s infrastructure; passion for automation and eliminating toil; $92 million in funding from top investors like Stripe, Addition, USV, Bloomberg Beta, First Round Capital, and more.<h2>What we’re looking for </h2>We’re looking to hire our first Business Development Representative (BDR) to bring Stedi’s outbound efforts to the next level. This person should be as comfortable writing a high-performing outbound email as they are picking up the phone or experimenting with a new campaign format. You know how to combine persistence, good judgment, and creative messaging to get in front of the right people.In this role, you’ll own multichannel outbound from strategy to execution. That means crafting compelling messaging, testing sequences, and actioning on the signals that actually drive qualified pipeline. You’re fluent in experimentation and fast at iterating. You care about results, not activity. If you think critically, execute quickly, and are obsessed with delivering results, this role is for you.<h2>What You'll Do</h2>Your mission as a BDR at Stedi is simple: generate net new deals through outbound.s. You’ll define the strategy, write the copy, build the workflows, and measure the results. You’ll work closely with the sales and GTM ops team to identify target accounts and test campaigns to scale what works and discard the losers.You will be responsible for sourcing the deal volume required to hit our revenue goals. That means designing anditerating on outbound campaigns that balance automation with high-touch motions that span multiple channels like email, phone, LinkedIn, and more.<h2>Specifically, you will:</h2><ul> <li>Execute outbound strategies based on a deep understanding of our ideal customer profile.</li> <li>Run highly personalized multi-channel outbound campaigns with sharp copy, smart targeting, and clear measurement.</li> <li>Own end-to-end campaign execution—from list building and segmentation to messaging and reporting.</li> <li>Manage the tools you need to scale outbound, including enrichment, sequencing, and automation platforms.</li> <li>Run experiments that generate meetings and deals for the sales team. Scale the winners. Drop the losers.</li> <li>Track performance and constantly refine your approach using data, automation, and AI.</li> </ul><h2>Who You Are</h2><ul> <li>You’re an outbound machine. You consistently exceed qualified pipeline generation targets through great copywriting and precise targeting. You operate a level above your peers.</li> <li>You are a B2B SaaS expert. You have experience in SDR/BDR/AE, growth, marketing, sales operations, or related roles. You know the best tools, systems, and strategies to drive B2B SaaS pipeline growth.</li> <li>You’re an AI power-user. You use AI tools to accelerate copywriting, research, and workflow automation. You balance efficiency with authenticity.</li> <li>You’re technical. You're comfortable working with data enrichment tools and configuring outbound automation platforms (e.g. Apollo, Clay, Outreach, Hubspot, etc.).</li> <li>You’re a data-first thinker. You love analyzing outreach performance, uncovering trends, and running A/B tests to optimize results. You think in terms of pipeline and revenue, not just activities and meetings.</li> <li>You do what it takes to get the job done. You are resourceful, self-motivating, curious, self-disciplined, and don’t wait to be told what to do. You put in the hours.</li> <li>You move fast. We move fast at Stedi. This requires an ability to match our pace and not get lost when managing competing priorities. You communicate what you are working on, and proactively ask for help or feedback when you need it.</li> </ul>At Stedi, we're looking for people who are deeply curious and aligned to our ways of working. You're encouraged to apply even if your experience doesn't perfectly match the job description.

Stedi

Job Description: AT&amp;T is a fair chance employer and does not initiate a background check until an offer is made. Join an elite group of sellers bringing customized, white glove experiences directly to the customer’s door. Field Sales Representatives at AT&amp;T are driven to connect –every interaction is an opportunity to introduce the latest technology and services, thriving on the challenge to make your sales goals happen. With uncapped commission potential, your career and the rewards that come with it are within reach. You’ll be the face and voice of AT&amp;T to your customers –and with that comes the autonomy to organize your day to meet customers at the time and place that enhances the personalized sales interactions you create. You’ll close the deal by offering hands-on demos, WiFi assessments, tech delivery and issue resolutions -keeping customers connected to what matters most to them. How you get the job done: <ul> <li>We’ll kick things off with paid training –setting you up for success to work independently in the field. Coaching, mentoring and ongoing learning opportunities will keep you on track and tech-savvy</li> <li>You’ll meet with potential customers daily. AT&amp;T will pre-schedule interactions, so you have the opportunity to effectively meet and surpass your sales targets.</li> <li>You’ll use strong negotiation and communications skills –you know how to make a smooth pivot, and are highly motivated to get it right and make the sale</li> </ul> Key expectations to succeed: <ul> <li>Some prior sales experience - preferably in an environment with set targets</li> <li>Maintain a valid driver’s license - a big perk of this job is the company car we provide, make sure you’re ready to drive</li> <li>Work a varied schedule designed to meet customers on their timeline –this may include evenings, weekends and holidays</li> </ul> If you are considering jobs like Direct Sales Representative, Residential Sales Representative, Territory Sales Representative or Field Sales Executive – Home Solutions, this career move would be a great fit! Ready to take your career on a new route? Apply today. #ConnectingOurCommunities Our Field Sales Representatives earn between $31,200 - $55,016 + $20,000 commissions yearly if all sales goals are met. With our uncapped commission opportunities, overachieving those goals earn top sellers $71,029 per year. Not to mention all the other amazing rewards that working at AT&amp;T offers. Individual starting salary within this range may depend on geography, experience, expertise, and education/training. Joining our team comes with amazing perks and benefits: <ul> <li>Medical/Dental/Vision coverage</li> <li>401(k) plan</li> <li>Tuition reimbursement program</li> <li>Paid Time off and holidays (With some exceptions bargained employees qualify for one week of PTO after 6 months of service and 2 weeks after the first year). At least 6 company designated holidays and additional PTO (based on bargaining group to which you are hired.</li> <li>Sick leave</li> <li>Paid Parental Leave</li> <li>Adoption Reimbursement</li> <li>Disability Benefits (short term and long term)</li> <li>Life and Accidental Death Insurance</li> <li>Supplemental benefit programs: critical illness, accident hospital indemnity/group legal</li> <li>Employee Assistance Programs (EAP)</li> <li>Employee discounts up to 50% off on eligible AT&amp;T mobility plans and accessories, AT&amp;T internet (and fiber where available) and AT&amp;T phone</li> <li>A company paid device and service plan, giving you first-hand expertise with our latest technology.</li> </ul> Weekly Hours:40 Time Type:Regular Location:Tulsa, Oklahoma It is the policy of AT&amp;T to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, AT&amp;T will provide reasonable accommodations for qualified individuals with disabilities. AT&amp;T is a fair chance employer and does not initiate a background check until an offer is made. Job ID R-70300 Date posted 06/05/2025

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