Sales Executive


United States of America
  • Job Type: Full-Time
  • Function: Sales
  • Post Date: 01/15/2021
  • Website:
  • Company Address: 445 Hamilton Avenue Suite 1102, New York, NY, 10601

About Personetics

Personetics is the leading provider of customer-facing AI solution for financial services and the company behind the industry’s first Self-Driving Finance™ platform.

Job Description

About The Position

Personetics is helping banks deliver highly intelligent and personalized banking experiences to their customers across all digital channels. We’re pioneering and establishing a whole new category of consumer banking based around data-driven personalization and customer engagement.

As part of our growing business we are looking for a talented sales Executive to join our US-based team.

About the position

The sales executive will be responsible for helping to build, maintain and ensure the quality of the prospect and lead funnel.

The Sales Executive works closely with the company’s management to strategically penetrate new accounts, manage existing

clients and cultivate new business opportunities. 




  • Prospecting for new clients, qualifying leads 
  •  Ability to position the Personetics solution as a strategic advantage to a prospects’ long term needs 
  • Generate new opportunities & appointments by managing inbound leads 
  • Assists in lead qualification, opportunity development and tracking 
  • Develop a daily/weekly call list and maintain information accuracy monthly 
  • Participate in all sales/marketing functions as it relates to company business 
  • Participate in new opportunity development through the collection of market information 
  • Prepare quotes, respond to inquiries and support the selling process for other members of the sales team 
  • Analyze customer needs in terms of current business obstacles, identifying projects and scoping  potential solutions 
  • Assisting current clients as needed 



  • 5+ years of selling enterprise software/CRM/ Digital Marketing Tools
  • Experience in selling to financial services companies (Tier-1 banks preferred).
  • Technology background and experience in financial software and services 
  • Ability to understand financial services, digital marketing and/or digital advertising business processes 
  • Candidate should be energetic, self-motivated and able to work independently to meet or exceed assigned goals 
  • Highly motivated and responsible self-starter with the ability to work under pressure 
  • Ability to learn and understand product solutions and features 
  • Sales experience in start-up companies is preferred 
  • Excellent English skills 
  • Excellent listening and phone skills required 
  •  Excellent verbal and written communication skills: able to talk to LOB or technical audiences 
  • Proficient in MS Office Suite 
  • experience a plus 
  • Ability to work in a team environment

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.