The Role

As a Partner Sales Executive (PSE), you are a key contributor to the growth of Paymode by driving new sales through strategic partnerships with banks and FinTech organizations. This role focuses on building strong, consultative relationships with partner sales teams (banks and FinTechs) and supporting them throughout the sales cycle—from training and prospecting to solution design and deal execution.

The PSE collaborates closely with Bank Sales Officers, FinTech CROs, Relationship Managers, and Solution Engineers to identify opportunities, deliver tailored solutions, and ensure pipeline success. This position requires a strong understanding of B2B payments, a consultative sales approach, and the ability to translate complex technology into business value. Success in this role is defined by the ability to become a trusted advisor to partner teams and a key driver of revenue growth.

How you’ll contribute:

• Build Internal and External Client Relationships:
  • Works leadership and partners to deliver results against revenue and growth targets
  • Developing and expanding relationships with new clients to earn their trust, overcome objections, and create a sense of urgency
  • Collaborate through the entire sales process, from discovery through contracting and implementation
  • Presenting the Paymode value statement and competitive differentiators 
  • Serve as a trusted advisor to the client and partners

• Command of the role:
  • Operates as the lead point of contact for any matters specific to your customers throughout the sales cycle.
  • Maintains sales operational requirements including documentation in Salesforce and internal communications to senior management and other teams per best practices
  • Forecasts and tracks key account metrics across entire pipeline
  • Maintains professional and technical knowledge by reviewing professional publications, establishing personal networks, and participating in professional societies

• Solution Design and Definition:
  • Creates and manages target call lists and executes on prospecting KPIs
  • Utilize marketing tools and create value propositions to generate engagement of new business opportunities.
  • Within each client, understands unique client needs, decision makers, spectrum of influence, and can customize client-specific solutions

• System Demonstration:
  • Ability to take part and lead during demonstrations of Paymode capabilities
  • Identify data and workflow setups to be incorporated in demonstration to model client requirements
  • Coordinate with product management and delivery teams to configure demo systems

• Process Improvement:
  • Continuously improve internal processes, particularly in the areas of sales
  • Manage and keep all pipeline reports and Salesforce data with up-to-date opportunity status and call notes

If you have the attributes, skills, and experience listed below, we want to hear from you:

• 5+ years of Experience selling SaaS solutions to senior executives within large corporate finance such as the CFO, Treasurer, and Controller
• Highly effective sales, relationship building, and motivational skills, with a strong will to win and a growth mindset
• Strong interpersonal and business development skills
• Excellent follow-up skills and a sense of urgency in answering questions, resolving issues/questions, as well as coordinating internal cross-functional teams to appropriately respond to needs
• Ability to assess sales strategy strengths and gaps and make suggestions for process improvement
• Capability to manage multiple opportunities across various sales stages all advancing towards closure
• Highly organized and collaborative with a high ability to work effectively across functional groups
• Impeccable verbal, written and presentation communication skills using the MS Office suite (email, documents, presentations), with attention to detail
• Excellent critical thinking skills, ability to conduct needs assessment and discovery through high-value questions, listening skills, and collaboration with clients and Ability to influence creative thinking beyond the boundaries of existing industry practices and client mindsets
• Prior experience managing a clean and current Salesforce pipeline
• Ability to travel as role requires