What are the responsibilities and job description for the Sales Executive position at VANTA Partners Inc?
Sales Executive / Account Executive
Location New York, NY (In-Office)
OTE $300K
About the Company
We partner with credit unions and other financial institutions to automate and modernize member acquisition and relationship deepening. We've built the first marketing and engagement platform purpose-built for credit unions — replacing generic systems like HubSpot and Salesforce with infrastructure designed specifically for the financial services ecosystem.
With 190 financial institution customers and rapid expansion across lending and digital banking integrations, we are transforming how community financial institutions grow — empowering them to build stronger, more personal member relationships through intelligent, data-driven marketing.
In the past 6 years, we have achieved triple-digit annual revenue growth and maintained profitability for over 20 consecutive months, establishing ourselves as one of the fastest-growing, relationship-driven fintechs in the country.
About the Team We’re a fast-moving, collaborative team that values clarity, creativity, and ownership. Decisions are made quickly, ideas rise on merit, and everyone has a seat at the table — from shaping product roadmap to refining go-to-market strategy.
You’ll work directly alongside founders and a talented group of customer success and product professionals who share a simple belief: the future of community finance isn’t about replacing people — it’s about giving them better tools to connect.
About the Role
We’re looking for a Sales Executive to drive new client acquisition and revenue growth. You’ll own the full sales cycle — from prospecting and qualification through close — building relationships with credit union executives and helping them reimagine member engagement through our marketing platform.
You’ll work directly with the Director of Partnerships and founders to refine go-to-market strategy, collaborate with Customer Success for smooth handoffs, and help shape the narrative for our next growth stage. This is a high-impact, quota-carrying role with meaningful ownership and uncapped upside.
YOU NEED TO BE EXTREMELY POLISHED...
EXCELLENT FOLLOW UP WITHOUT BEING PUSHY / AGGRESSIVE
What you’ll do:
● Own the full sales cycle: Source, qualify, and close deals with credit union executives — from first outreach through signed agreement.
● Prospect creatively: Identify and engage target accounts using conferences, email, phone, and LinkedIn to build pipeline.
● Run consultative discovery: Understand each credit union’s strategic priorities and member engagement challenges to position our solution.
● Lead demos and presentations: Tell our story with clarity and confidence, customizing each conversation to highlight ROI and impact.
● Negotiate and close: Manage contracts and deal structure in partnership with leadership, maintaining velocity while ensuring win-win outcomes.
● Collaborate cross-functionally: Partner closely with Marketing and Customer Success to optimize buyer journey and accelerate onboarding.
● Contribute to GTM strategy: Share field learnings to inform product direction, positioning, and messaging.
You’ll Thrive Here If You’re a…
● Closer: Competitive, confident, comfortable owning the full process — from in-person sourcing to closed contracts without being aggressively pushy.
● Strategic Seller: Connect business challenges to product value, leading with insight rather than script.
● Builder: Energized by startup pace, helping shape process, pipeline strategy, and playbook as we scale.
● Collaborator: Bring energy to team environment and thrive in alignment with marketing, operations, and success.
● Storyteller: Turn complex ideas into clear, compelling narratives that resonate with executive buyers.
● Doer: Act, iterate, and drive outcomes without waiting for direction.
You Bring
● 3 years of full-cycle B2B SaaS sales experience
● Track record as a top-performer who regularly exceeds quota
● Experience selling in relationship-driven industries
● Comfort engaging senior executives (CEOs, CMOs, COOs) in strategic conversations
● Exceptional communication, negotiation, and presentation skills
● High degree of autonomy and ownership — with judgment to know when to loop others in
Benefits
● Medical, Dental & Vision Insurance: We cover 90% of premiums for employees and 50% for dependents.
● 401(k): 3% safe harbor.
● Paid Time Off: 14 days of PTO.
● In-Office Culture: Role based in our New York City office with a work from home once every 10 days
Salary : $300,000