--- title: 'Senior Sales Executive (Dublin, CA or USA Remote) at SavvyMoney' canonical: 'https://feeny.ai/job/senior-sales-executive-dublin-ca-or-usa-remote-savvymoney-united-states-znw94p5h49vh' type: 'job' last_seen: '2026-09-05' --- # Senior Sales Executive (Dublin, CA or USA Remote) at SavvyMoney - **Company:** SavvyMoney - **Location:** United States - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-09-04 - **Last confirmed live:** 2026-09-05 - **Apply:** https://jobs.ashbyhq.com/savvymoney/84c9f526-26aa-48d4-9474-728acadb937e ## Job description **To be considered for this position, candidates must be legally authorized to work in the United States on a full-time basis without the need for employer sponsorship now or in the future. SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to 1,600 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms. SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company. SavvyMoney is seeking an accomplished, strategic, and results-driven Senior Sales Executive to lead new-logo acquisition across our largest and most strategic financial institution accounts. In this role, you will drive significant revenue growth by identifying and winning high-value new customer relationships, navigating complex enterprise buying processes, and positioning SavvyMoney as the partner of choice for leading financial institutions. You'll work collaboratively with our Strategic Partnerships, Solutions Engineering, and Executive teams to exceed new business targets and establish SavvyMoney's presence in key market segments. This is a senior-level new-business role requiring proven mastery in enterprise sales and large-deal closing, not a high-volume transactional role. As a Sr. Sales Executive, you'll contribute strategic insights to the organization, mentor junior sales professionals on complex deal strategy, and have input into go-to-market decisions—working at the level of complexity and scope where each new customer relationship represents $5M+ in annual contract value and involves multi-year, enterprise-level commitments. We are looking for a seasoned professional with a proven track record of overachieving on quotas who excels at strategic prospecting, navigating complex organizations, closing large new-business deals, and analyzing market dynamics to identify and capture high-value opportunities. ## Key Responsibilities - Strategic Prospecting & Market Targeting - Identify and qualify high-value new customer prospects aligned with SavvyMoney's strategic priorities and market segments - Develop targeted prospecting campaigns for named enterprise financial institutions, utilizing market research and competitive intelligence - Execute proactive outreach to C-suite and key decision-makers, building initial interest and positioning SavvyMoney as a strategic partner - Leverage industry relationships, referrals, and strategic partnerships to uncover and access new business opportunities Enterprise New Business Sales & Deal Closure - Lead large, complex new business sales cycles involving multiple stakeholders, lengthy evaluation periods, and competitive bids - Deliver consultative, customized demonstrations and solutions positioning SavvyMoney as the best-fit strategic solution to enterprise challenges - Manage end-to-end new logo sales processes from initial discovery through contract negotiation and close - Negotiate and close new customer agreements with sophisticated financial institutions, representing significant annual contract value - Collaborate with Solutions Engineering, Product, and Executive teams to shape custom solutions that win new business and ensure successful implementation Pipeline Management & Sales Execution - Build and maintain a robust new business pipeline representing 4-5x coverage of quarterly new logo targets - Forecast and track new business opportunities with precision, maintaining disciplined pipeline reviews and forecasting - Analyze sales cycle dynamics, win/loss patterns, and market trends to continuously refine prospecting and closing strategies - Execute against aggressive new business quotas, consistently meeting or exceeding targets quarter over quarter New Business Quota & Performance - Maintain accurate, real-time pipeline data in Salesforce, leveraging analytics to optimize new business strategy and identify market gaps - Provide weekly new business pipeline updates and monthly business reviews to sales leadership, including win/loss analysis and market insights - Demonstrate continuous improvement in new business metrics, sales cycle length, win rates, and average contract value Strategic Contribution & Team Leadership - Contribute to sales strategy development, market analysis, and go-to-market planning based on deep customer and competitive insights - Mentor and provide guidance to junior sales team members, sharing best practices and coaching on complex deal management - Analyze market trends, competitive landscape, and customer needs to inform account strategy and identify emerging opportunities - Serve as a trusted advisor to sales leadership on account strategy, pricing decisions, and competitive positioning - Represent the sales organization in cross-functional strategic discussions with product, partnerships, and executive leadership ## What We’re Looking For - ## Experience & Background - 7+ years of enterprise B2B new business sales experience in fintech, SaaS, banking, or financial services, with a demonstrated history of consistently exceeding new business quotas year-over-year - Proven track record closing large new customer deals with major financial institutions, with concrete examples of significant new logo wins and multi-year contract value - Deep expertise selling complex platform solutions, account opening systems, or integrated digital banking products—preferably to banks, credit unions, or digital banking platforms - Strong working knowledge of core banking platforms, digital banking ecosystems, and financial technology integration requirements - Consistent success closing large new customer contracts ($250K+ ACV preferred) in highly competitive, multi-vendor evaluation environments - Experience in strategic prospecting, market targeting, and identifying high-value new business opportunities at the enterprise level - Demonstrated market expertise and industry insight—ability to speak credibly about fintech trends, competitive landscape, and financial institution business priorities and buying patterns ## Skills & Competencies - Expert-level communication, presentation, and executive negotiation skills - Advanced proficiency with Salesforce or similar enterprise CRM platforms - Strong business acumen with the ability to speak credibly to CFO, CTO, and C-suite priorities - Exceptional ability to research, strategize, and position solutions against competition - Consultative selling mindset with ability to understand customer business drivers and pain points - Ability to manage multiple large accounts simultaneously while maintaining exceptional relationship quality Qualities That Set You Apart - Strategic thinker who views new opportunities as long-term partnerships, not transactional deals—able to identify and target accounts of strategic importance to SavvyMoney's growth - Deep industry expertise with credible perspective on fintech trends, competitive landscape, and financial institution business priorities and buying processes - Exceptional executive presence and credibility, natural ability to build trust with C-suite and key stakeholders from initial outreach through close - Resourceful and solutions-oriented, with strong problem-solving approach to complex new business challenges and multi-stakeholder situations - Passionate about fintech and the power of consumer financial empowerment; genuine interest in banking relationships and digital transformation trends - Highly motivated new business hunter with strong drive to identify and win new customers; ability to operate independently with minimal supervision - Collaborative team player who thrives in cross-functional environments and actively mentors junior colleagues on prospecting and deal strategy - Track record of building relationships that drive new business results - Intellectual curiosity about financial services, regulatory environment, and market dynamics; tendency to anticipate market shifts and identify emerging opportunities before competition ## Preferred Qualifications - Previous experience selling to or prospecting into large financial institutions (banks, credit unions, or digital banking platforms) - Knowledge of account opening, credit decisioning, or personal finance product categories - Familiarity with fintech go-to-market models, particularly B2B2C and platform partnership models - Experience with solution selling or consultative sales methodologies (Sandler, Spin, Challenger Sale, etc.) - Proven success in strategic prospecting, market targeting, or new business development roles - History of contributing to go-to-market strategy, competitive analysis, or market planning based on new business insights - Background in mentoring junior sales professionals on new business strategy and complex deal management - Experience managing and growing a new business territory or pipeline with quota responsibility Base Salary The Annual Base salary for this position will be between $125,000.00 and $140,000.00 based upon experience, plus quarterly commission potential. Additionally we provide - Equity Compensation Package - Flexible Time Off (FTO) - take time off as needed to rest and recharge. - Medical, Dental, Vision – 100% premium paid for employee - Disability/Life Insurance - Opportunity for learning and career growth with a top Bay Area technology company - Reimbursement for remote work setup - Monthly stipend for phone and internet - Team building events, culture activities, all hands events - Paid time off to volunteer and serve the community - Half day Fridays - 401k matching contribution - Beautiful California East Bay offices in Dublin, CA SavvyMoney’s EEO Statement SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer. We are committed to protecting your data. To learn more, please review the SavvyMoney Employee Privacy Policy Notice here https://www.savvymoney.com/employee-privacy-policy/ ## About SavvyMoney ## Company Overview - **One-liner**: SavvyMoney provides a financial wellness and credit score platform that helps banks, credit unions, and fintechs engage consumers with personalized credit insights, monitoring, and pre-qualified offers. - **Entity Type**: Private (Growth Equity – last round raised $225M in ~March 2025, total raised $273.78M) - **Headquarters**: Dublin, California, United States - **Founded**: 2009 (originally as GoalSpring Financial) - **Founders**: Not publicly named on the company website; the leadership page lists President & CEO JB Orecchia as the current leader, but founder identity is not disclosed. ## Core Business - **Primary industry**: Financial Services / Fintech – Credit Scoring, Financial Wellness, Embedded Finance - **Target customers**: B2B – Banks, Credit Unions, and Fintech companies (over 1,600 financial institution partners) - **Mission**: “Empower financial well-being through innovation and partnership.” - **Vision**: “Financial Freedom for All.” ## Products & Services - **Credit Score & Monitoring Platform (SaaS)**: Provides consumers with free daily credit score access, full credit report, real-time monitoring alerts, and personalized financial tips. Integrates with 35+ digital banking platforms. - **Personalized Pre-qualified Offers (SaaS)**: Uses credit insights to surface relevant loan and deposit offers (e.g., credit cards, personal loans) within the institution’s digital channels, aiming to increase funded accounts. - **Account Opening Solution**: A streamlined, multi-channel account opening workflow for online, mobile, and in-branch environments. - **Data & Analytics Dashboard**: Provides financial institutions with behavioral insights, wallet-share gaps, and performance metrics to measure engagement and ROI. - **Financial Checkup & Credit Goals**: Interactive tools that help consumers set goals and track progress toward better financial health. ## Market Standing - **Valuation**: Not publicly disclosed. - **Key Metric**: Total funding raised – $273.78M (latest round: Growth Equity of $225M, reported March 2025 on CB Insights). - **Notable Investors/Partners**: Board members include representatives from **Spectrum Equity** (Managing Director) and **PSG** (Managing Director). Advisory board includes Jean Chatzky (personal finance expert) and former Fiserv Group President. No named lead investor for the latest round in the provided sources. - **Growth Signals**: - Ranked No. 1976 on the **2024 Inc. 5000** list of fastest-growing private companies (#109 in Financial Services, #77 in San Francisco area). - Named **Best Embedded Finance Solution** at the 2026 Banking Tech Awards USA. - Over 1,600 financial institution partners. - Headcount is not precisely stated, but the careers page lists 12 open positions across Engineering, Product, Business Intelligence, Sales, and Operations. ## Competitive Advantages - **Platform Integration**: Deeply embedded within the digital banking experience via integration with 35+ major banking platforms, making it sticky for institutions. - **White-glove Marketing Support**: Not just a technology provider – SavvyMoney offers marketing services to help FIs drive engagement and adoption. - **Award-Winning Innovation**: Recognized for embedded finance capabilities (2026 Banking Tech Award), indicating strong product differentiation. - **Patented Technology**: Has filed at least one patent for “Automated user matching using dynamic product parameters,” suggesting a proprietary matching algorithm for offers. ## Strategic Focus - **Deepening embedded finance capabilities** – seamlessly moving consumers from insight (credit score) to action (pre-qualified offer) within the same digital channel. - **Expanding analytics** – using data to help FIs identify wallet-share gaps and measure ROI, driving deposit and loan growth. - **Growing partner ecosystem** – continuing to build integrations and relationships with credit unions, banks, and fintechs. - **Product innovation** – recently launched “Credit Score Action Plan,” “Credit Goals,” and “Financial Checkup” to enhance consumer engagement. ## Why Work Here - **Culture & Values**: Guided by the “SavvySeven” core values (Love What You Do, Think Smart, Break Barriers, Trust in the Team, Live Your Truth, Listen & Learn, Be Amazing). Described as “work hard, play hard” with a focus on collaboration and innovation. - **Recognition**: Named a **Best Place to Work** (Bay Area top 25), plus inc.5000 fastest-growing list – signals a growing, well-regarded employer. - **Remote & Hybrid Flexibility**: Workforce spans the entire US and also has an office in India. Open positions are listed as either Hybrid (Dublin, CA) or Fully Remote (US Remote). Company states: “Do you prefer to work from home or in an office? We have both!” - **Engineering & Product Culture**: Active hiring for Senior Software Engineers, Data Scientists (AI/ML), Product Owners, and Business Intelligence analysts. Technology roles emphasize backend (Java, React, data science) and fintech domain expertise. - **Notable Perks**: Not explicitly detailed in provided sources, but the careers page implies a collaborative environment with growth opportunities. ## Sources 1. [savvymoney.com](https://www.savvymoney.com/) – Company homepage, product descriptions, mission/vision. 2. [savvymoney.com/careers](https://www.savvymoney.com/careers/) – Careers page with culture, values, remote/hybrid policy, award recognitions. 3. [savvymoney.com/company/about-us](https://www.savvymoney.com/company/about-us/) – Leadership team, board, history, Inc. 5000 ranking. 4. [cbinsights.com](https://www.cbinsights.com/company/savvymoney) – Funding details, total raised, patent info, headquarters, founding year. 5. [jobs.ashbyhq.com/savvymoney](https://jobs.ashbyhq.com/savvymoney) – Current open positions, departments, locations. ## Other roles at SavvyMoney - [Sales Executive (Dublin, CA or USA Remote)](https://feeny.ai/job/sales-executive-dublin-ca-or-usa-remote-savvymoney-dublin-3j7b9rbhn67d) — Dublin, Ireland - [Senior Software Engineer - Full Stack (Dublin, CA)](https://feeny.ai/job/senior-software-engineer-full-stack-dublin-ca-savvymoney-dublin-8cgegpdqdsvh) — Dublin, Ireland - [Sales Enablement Manager (Dublin, CA or USA Remote)](https://feeny.ai/job/sales-enablement-manager-dublin-ca-or-usa-remote-savvymoney-united-states-bzjafq5j05m3) — United States - [Lead, AI Engineer (Dublin, CA or USA Remote)](https://feeny.ai/job/lead-ai-engineer-dublin-ca-or-usa-remote-savvymoney-united-states-ztchq3b59t9j) — United States - [Lead ML/AI Platform Engineer (EU, EMEA Remote)](https://feeny.ai/job/lead-ml-ai-platform-engineer-eu-emea-remote-savvymoney-europe-rbg28jve0xfx) — Europe - [Senior Solution Architect (Dublin, CA or USA Remote)](https://feeny.ai/job/senior-solution-architect-dublin-ca-or-usa-remote-savvymoney-dublin-4fmd3yjcg15j) — Dublin, Ireland - [Senior Software Development Engineer in Test (SDET) (India)](https://feeny.ai/job/senior-software-development-engineer-in-test-sdet-india-savvymoney-india-nk2kt6wtmahr) — India - [Program Manager, Enterprise AI Adoption (Dublin, CA or USA Remote)](https://feeny.ai/job/program-manager-enterprise-ai-adoption-dublin-ca-or-usa-remote-savvymoney-dublin-qf6xctbtetp7) — Dublin, Ireland - [Senior Implementation Manager (Dublin, CA or USA Remote)](https://feeny.ai/job/senior-implementation-manager-dublin-ca-or-usa-remote-savvymoney-dublin-0ga7s24hpdgv) — Dublin, Ireland - [Product Owner II - Offer Marketing (Dublin, CA or USA Remote)](https://feeny.ai/job/product-owner-ii-offer-marketing-dublin-ca-or-usa-remote-savvymoney-united-vz0dtqmazv7f) — United States