Description review
Fintech Sales and Presales Manager
TechBiz Global · Remote · back to the listing
HR standards
61/100
needs work
Title ↔ description
81/100
solid
Reads as
Sales Representative
97% confident
What this role officially is
commercial sales representative — ESCO, the EU occupation classification
Commercial sales representatives represent a company in selling and providing information on goods and services to businesses and organisations.
Also known as: field sales representative, technical and commercial sales executive, field sales executive, sales and marketing consultant, business development representative, technical and commercial sales representative
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What the listing never says
- 19 bullet points. Long requirement lists deter qualified candidates, who read them as hard gates. Scope clarity
- No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
We are looking for a results-driven Fintech Sales and Presales Manager to expand our customer base and drive revenue growth. This role focuses on building strong relationships with financial institutions, payment service providers, and enterprise clients by promoting innovative fintech solutions. The ideal candidate has experience selling financial technology and a deep understanding of payments, compliance, and digital finance ecosystems.
Key Responsibilities
• Identify, target, and acquire new B2B clients within the fintech ecosystem (banks, PSPs, FX companies, lenders, wallets, remittance companies, etc.).
• Manage the full sales cycle—from prospecting and pitching to negotiation and closing.
• Conduct sales presentations, demos, and solution-focused discussions with senior stakeholders.
• Understand client needs and match them with product capabilities and fintech industry use cases.
• Develop and execute strategic sales plans to achieve revenue targets.
• Maintain and grow existing customer relationships by ensuring high satisfaction and engagement.
• Prepare proposals, pricing models, commercial offers, and contract terms.
• Collaborate with product, compliance, and technical teams to ensure seamless onboarding and solution delivery.
• Monitor trends in payments, digital banking, remittances, compliance (KYC/AML), and regulatory updates.
• Represent the company at fintech events, conferences, and industry networking opportunities.
• Report on sales performance, pipeline status, and market opportunities.
Requirements
• 3 – 6 years of B2B sales experience in fintech, payments, banking, remittances, FX, PSP/BaaS, or related sectors.
• Experience with preasales activities.
• Strong track record of closing deals and managing enterprise-level clients.
• Deep understanding of payment flows, cross-border transactions, digital wallets, or financial infrastructure.
• Familiarity with compliance topics (KYC, AML, onboarding, due diligence).
• Excellent communication, presentation, and negotiation skills.
• Ability to explain technical/financial concepts in simple business language.
• Self-driven, proactive, and comfortable working in a fast-paced environment.
Originally posted on Himalayas
Key Responsibilities
• Identify, target, and acquire new B2B clients within the fintech ecosystem (banks, PSPs, FX companies, lenders, wallets, remittance companies, etc.).
• Manage the full sales cycle—from prospecting and pitching to negotiation and closing.
• Conduct sales presentations, demos, and solution-focused discussions with senior stakeholders.
• Understand client needs and match them with product capabilities and fintech industry use cases.
• Develop and execute strategic sales plans to achieve revenue targets.
• Maintain and grow existing customer relationships by ensuring high satisfaction and engagement.
• Prepare proposals, pricing models, commercial offers, and contract terms.
• Collaborate with product, compliance, and technical teams to ensure seamless onboarding and solution delivery.
• Monitor trends in payments, digital banking, remittances, compliance (KYC/AML), and regulatory updates.
• Represent the company at fintech events, conferences, and industry networking opportunities.
• Report on sales performance, pipeline status, and market opportunities.
Requirements
• 3 – 6 years of B2B sales experience in fintech, payments, banking, remittances, FX, PSP/BaaS, or related sectors.
• Experience with preasales activities.
• Strong track record of closing deals and managing enterprise-level clients.
• Deep understanding of payment flows, cross-border transactions, digital wallets, or financial infrastructure.
• Familiarity with compliance topics (KYC, AML, onboarding, due diligence).
• Excellent communication, presentation, and negotiation skills.
• Ability to explain technical/financial concepts in simple business language.
• Self-driven, proactive, and comfortable working in a fast-paced environment.
Originally posted on Himalayas