Sales Account Manager

Company Description
CoreFi is a European agentic AI cloud core banking platform designed for full-lifecycle financial services, including lending, onboarding, payments, and white-label finance. The platform enables banks, lenders, fintechs, crowdfunding platforms, marketplaces, and embedded-finance companies to launch and scale financial products quickly without building backend infrastructure from scratch. CoreFi combines composable banking, microservice architecture, AI-enabled automation, and human oversight across onboarding, accounts, transactions, lending, compliance workflows, payments, servicing, reporting, portfolio management, and run-off. Its core offerings include lending-as-a-service, digital onboarding with KYC/AML, white-label financial platforms, asset tokenization, and portfolio wind-down management. CoreFi operates in production with regulated, real financial operations on European, cloud-native infrastructure focused on modern, full-lifecycle banking.
Role Description
The Sales Account Manager role at CoreFi is a full-time remote position focused on managing and growing relationships with financial institutions and fintech clients. Day-to-day responsibilities include owning a portfolio of accounts, understanding client goals, and positioning CoreFi’s solutions to support product launches, scaling, and modernization initiatives. The role involves conducting discovery calls, delivering product demos, preparing proposals, and negotiating commercial terms to close new business and expand existing accounts. The Sales Account Manager will collaborate closely with product, operations, and customer success teams to ensure smooth onboarding, high customer satisfaction, and long-term retention. This role also requires proactive lead generation, pipeline management, and accurate forecasting to meet and exceed revenue targets.
Qualifications
Strong account management and customer satisfaction skills, with experience building long-term, trust-based client relationships.
Customer service and communication skills, with the ability to clearly explain complex technical or financial concepts to diverse stakeholders.
Lead generation and business development skills, including prospecting, qualifying opportunities, and managing a sales pipeline.
Experience selling B2B SaaS, fintech, banking technology, or related financial services solutions is highly beneficial.
Proven track record of meeting or exceeding sales targets and managing mid-market or enterprise accounts.
Comfort working in a remote, cross-functional environment and using CRM and sales enablement tools effectively.
Knowledge of core banking, lending, payments, or digital onboarding processes is a plus.
Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent practical experience.

Work arrangement
Yes