Personetics is the global leader in financial data-driven personalization, enabling financial institutions to forge deeper relationships by enhancing clients’ financial wellness and helping them make smarter decisions. Personetics reaches 135 million customers across 35 global markets while serving more than 130 financial institutions. Personetics’ AI analyzes financial data in real-time to understand customer financial behavior, anticipate needs, and deliver a hyper-personalized experience with day-to-day actionable insights, personalized recommendations, product-based financial advice, and automated financial wellness programs. The company has offices in New York, London, Singapore, São Paulo, and Tel Aviv.

The Sales Executive will be responsible for building, maintaining and ensuring the quality of the prospect and lead funnel.

The Sales Executive works closely with the company’s management to strategically penetrate new accounts and cultivate new business opportunities.

• Prospecting for new clients and qualifying leads
• Positioning the Personetics solution as a strategic advantage to a prospects’ long term needs
• Generating new opportunities & appointments by managing inbound leads
• Assisting in lead qualification, opportunity development and tracking
• Developing a daily/weekly call list and maintaining information accuracy monthly
• Participating in all sales/marketing functions as it relates to company business
• Participating in new opportunity development through the collection of market information
• Preparing quotes, responding to inquiries and supporting the selling process for other members of the sales team
• Analyzing customer needs in terms of current business obstacles, identifying projects and scoping potential solutions
• Assisting current clients as needed

• 5+ years of selling enterprise software/CRM/ Digital Marketing Tools
• Experience in selling to German banks (Tier-1 banks preferred).
• Technology background and experience in financial software and services
• Ability to understand financial services, digital marketing and/or digital advertising business processes
• Candidate should be energetic, self-motivated and able to work independently to meet or exceed assigned goals
• Highly motivated and responsible self-starter with the ability to work under pressure
• Ability to learn and understand product solutions and features
• Sales experience in start-up companies is preferred
• Excellent German and English skills
• Excellent listening and phone skills required
• Excellent verbal and written communication skills: able to talk to LOB or technical audiences
• Salesforce.com experience a plus
• Ability to work in a team environment