Sales Executive (Mid-Market, Financial Services)

Job Description

Circit is a fast-growing B2B SaaS company on a mission to verify the trusted source in every business transaction. We are building a global asset verification platform that enables auditors to deliver higher-quality financial audits while giving financial institutions a modern, automated way to collaborate with their clients. Our current customer base includes Big Four accountancy firms, fund administrators, global banks, asset managers, and custodians.
We are now seeking an Regional Sales Executive (Mid-Market, Financial Services) to help lead the growth of our bank and asset management partnership network in the North American market. This role is ideal for someone with industry knowledge and experience of financial services, in particular within the asset management and/or fund service provider sectors.

North America is a major growth and expansion market for Circit and you will be joining the North American team at an exciting stage where the market is ready and you can directly influence how we scale.

This role is ideal for someone who wants to further their sales and business development career while also harnessing their existing sector knowledge. As Circit grows globally, this role will play a central part in shaping our asset management value proposition and expanding our ecosystem.

Role and 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

You must be ready to work in a fast paced, high growth environment, with a large amount of
flexibility required.

Must Haves

• 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
• Passion for technology innovation, automation, APIs, fintech, or AI-driven transformation in
  financial services is strongly preferred.
• Ability to perform technology platform demos to a very high standard
  

Desirable

• 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.

This role is remote and preferably based in North America but we may consider other regions for
the right person

Benefits

This is an exciting opportunity for an all-rounder, highly motivated candidate to get involved at the ground level of a fast-growing company. We’re committed to making sure our employees are well-treated. If there’s something that’s important to you that’s not on the list, talk to us.

• Competitive salary plus commission paid against sales contracts, with the possibility of equity;
• A small team with a friendly environment that promotes autonomy for you to self-manage your time;
• Remote working and flexible working hours;
• Great opportunity for career progression with hands on experience;
• Freedom of expression is encouraged.