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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
As the Sales Director, you will lead sales efforts for SoFi's Big Business Banking (BBB) platform, targeting enterprises at the intersection of technology, payments, and digital assets. This role exists to drive revenue growth, acquire high-value clients, and expand SoFi's market presence in key sectors by leveraging our regulated commercial banking platform that combines traditional deposit and payment services with modern digital asset infrastructure. Your contributions will directly support SoFi's mission to transform business finance through innovative, scalable solutions, including real-time payments, stablecoin integration, and treasury management, ultimately helping clients achieve greater efficiency, liquidity, and network effects.
What you’ll do:
In this role, you will operate in a dynamic, virtual environment with access to digital collaboration tools, CRM systems, and virtual meeting platforms. Daily responsibilities include:
- Prospecting and qualifying leads from sectors such as e-commerce, marketplaces, social media, digital services, banks, software, and digital assets;
- Conducting virtual product demonstrations and pitches highlighting product features like 24/7 real-time payments (via SoFi's SEN network), wire transfers by API, ACH origination, deposit accounts, and digital asset custody;
- Building and maintaining relationships with key decision-makers at target companies;
- Negotiating contracts and closing deals to meet quarterly revenue targets;
- Collaborating with product, compliance, and operations teams to tailor solutions;
- Analyzing market trends and client feedback to refine sales strategies; and tracking performance metrics in CRM tools.
Expectations include achieving sales quotas, fostering long-term client partnerships, and contributing to a projected deposit balance growth across customer segments.
What you’ll need:
To excel in this role, candidates must possess a proven track record in B2B sales within fintech, banking, or digital assets, with the ability to navigate complex enterprise sales cycles and deliver results in a fast-paced environment.
- Minimum 10 years of experience in enterprise sales, preferably in financial services, payments, or technology sectors.
- Demonstrated success in closing large deals with revenue targets exceeding $1 million annually, including experience with API-enabled products and real-time payment systems.
- Strong knowledge of regulatory environments, including OCC regulations, compliance in digital assets, and banking charters, to effectively position SoFi's advantages.
- Proficiency in CRM tools (e.g., Salesforce) and sales analytics to track prospects, pipelines, and performance.
- Experience targeting and selling to diverse customer segments, such as marketplaces, banks, stablecoin issuers, exchanges, and institutional investors.
- Excellent communication and presentation skills for virtual pitches, negotiations, and relationship-building.
- Ability to analyze client needs and map them to product features like deposit accounts, wires, ACH, SEN transfers, and digital asset infrastructure.
Nice to have:
- Experience in digital asset or cryptocurrency ecosystems, including stablecoin issuance, custody, or trading platforms.
- Knowledge of advanced payment rails like FedNow or international payments.
- Familiarity with account analysis, FX conversion, or multi-currency accounts.
- Certifications in sales methodologies (e.g., Challenger Sale) or fintech-specific credentials.
Top Skills
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