Mid-Market Sr. Sales Exec - Financial Services (VCs, Banks & Asset Managers)

Circit is a fast-growing B2B SaaS company on a mission to verify the trusted source in every business transaction. They are seeking a Regional Sales Executive to lead the growth of their bank and asset management partnership network in the North American market, focusing on creating new deals and driving partnerships.

Responsibilities:

• Driving the overall growth and development of Circit’s mid-market bank and asset management partnership network within the North American market
• Creating new deals and driving the conversion of the partnerships funnel from origination to close
• Performing demos of the Circit technology platform to key decision makers at banks, asset managers and fund service providers
• Working closely with the North American auditor sales team to ensure efforts are aligned strategically and efforts are prioritised correctly
• Helping to develop structured segmentation models that categorise firms by type, geographic footprint, scale, and strategic relevance to Circit
• Identifying opportunities to improve, streamline, or automate lead processing flows
• Being a key part of the feedback loop from each partnership engagement back into the product and strategy teams to ensure our product is always aligned with our partner’s needs and the future direction of the market
• Representing the company at industry events and conferences to build brand presence and establish key relationships
• Assisting and coordinating each new partner to onboard into the Circit ecosystem in relation to infosec engagement, documentation, training and platform configuration
• Working closely with the marketing and design teams to ensure the product marketing and engagement documents are fit for purpose for partnership outreach and engagement

Requirements:

• 3+ years' industry experience in Asset Management, Fund Administration, Custodianship, PE, Asset Servicing, or related financial services ecosystem
• Strong understanding of distinctions between AM, Fund Admin, Custodian, Transfer Agent, Trust Banks, etc
• 2+ years' sales experience in financial services
• Excellent communicator who can engage confidently with various stakeholders across financial institutions
• Highly analytical with strong organisational skills and the ability to manage multiple workstreams simultaneously
• Entrepreneurial mindset — comfortable building new processes, testing new ideas, and owning outcomes end-to-end
• Curious, detail-oriented, and motivated to become one of the Circit's top performers
• Ability to perform technology platform demos to a very high standard
• Passion for technology innovation, automation, APIs, fintech, or AI-driven transformation in financial services is strongly preferred
• Contacts within asset managers and fund service providers in the USA and Canada
• Experience or knowledge of the audit industry
• Experience or knowledge of open banking and/or APIs
• Experience in early-stage or high-growth SaaS environments