We are a team of financial services sales and marketing professionals, technologists, and entrepreneurs. Many of us have a long history in the digital account origination space and we know that new account openers don't always turn into engaged and profitable relationships. We designed the Digital Onboarding platform to simplify the process and increase new account activation rates which drives profitability.

Our team is deeply passionate about helping financial institutions succeed and we believe that there is no bigger differentiator than delivering an exceptional experience. Paper welcome kits are no match for an automated, fully digital approach.

We are hiring a Regional Sales Executive. Ideal candidates are results driven professionals with strong business acumen and solution selling expertise.  In this role, you will be responsible for prospecting and closing new bank and credit union customers.



Role Specifics

  • Generate qualified opportunities to meet or exceed your sales quota.

  • Negotiate three-year SaaS contracts with prospective customers.

  • Determine pricing schedules for quotes, promotions, and negotiations.

  • Prepare weekly and monthly reports.

  • Deliver sales presentations to a range of prospective clients.

  • Coordinate sales efforts with marketing programs.

  • Prepare and submit sales contracts for orders.

  • Visit potential customers to evaluate needs or promote products and services.

  • Maintain customer records in the Salesforce platform.

  • Answer customer questions about credit terms, products, prices and availability.



  • At least 5 years of experience in sales.

  • Understanding the sales process and dynamics of SaaS.

  • A commitment to excellent customer service.

  • Excellent written and verbal communication skills.

  • Superb interpersonal skills, including the ability to quickly build rapport with customers.

  • Experience using computers for a variety of tasks.

  • Competency in Microsoft, Google, web conferencing and Salesforce applications.

  • Able to work comfortably in a remote environment.


This is a remote position. Having a fully digital team enables us to hire the very best talent, regardless of location.

To Apply

Email careers@digitalonboarding.com