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Job description
Open role
Sales Manager / Head of Sales
San Francisco, CA (On-site)
Responsibilities
Develop and implement a sales strategy that targets our ideal customers (e.g., fintech startups, financial institutions launching new digital offerings, companies looking to embed financial services) and sets out a clear approach for outreach, follow‑up, and closing deals.
Manage the full sales cycle for key opportunities – from prospecting (identifying leads via networking, industry events, inbound inquiries, etc.) to pitching Methodic’s value proposition, addressing objections, and negotiating contracts to closure.
Work closely with the marketing team to cultivate a healthy pipeline of leads. Provide feedback on the quality of leads from different sources and collaborate on initiatives to improve lead generation (campaigns, content, events).
Establish relationships with potential strategic partners or referral sources (e.g., venture accelerators, consultants in fintech) that can funnel opportunities to Methodic.
For larger enterprise prospects, coordinate with the Technical Sales Engineer and potentially the CEO or CTO to ensure we handle all technical and executive‑level discussions effectively.
Meet and exceed sales targets (revenue, number of new accounts, etc.), and provide regular forecasting and reporting on sales performance to the executive team.
As we grow, recruit, train, and mentor a team of sales representatives or account executives. Set up sales processes and CRM practices to help the team operate efficiently and consistently.
Stay on top of market trends and competitor moves to refine our sales messaging and identify new opportunities for growth or differentiation.
Requirements
7+ years of experience in B2B software sales, with a track record of closing deals and hitting targets; experience selling SaaS solutions, especially in the fintech or financial software space, is a major plus.
Exceptional communication and negotiation skills, with the ability to pitch complex technical solutions in terms of business value and ROI.
Self‑driven and entrepreneurial – capable of building a sales function from scratch, which includes strategy, process, and rolling up your sleeves to do hands‑on selling.
Strong network or networking skills in the fintech/startup ecosystem, enabling you to find leads and open doors that aren't obvious.
Ability to handle long sales cycles typical of enterprise deals, as well as quicker SMB sign‑ups; you know how to tailor your approach to different client sizes and types.
Experience in drafting and negotiating contracts (working with legal as needed) for software services.
Leadership qualities – even if you’re a one‑person team initially, you should demonstrate ownership, inspire confidence, and be ready to mentor junior salespeople in the future.
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.