United States onlyAt Digital Onboarding, we’re on a mission to help banks and credit unions deepen relationships with their members. Our award-winning engagement platform empowers financial institutions to deliver personalized digital experiences that drive adoption, loyalty, and growth. More than 170 banks and credit unions trust us to transform how they engage account holders – and we’re just getting started.
Mission
Own the number. Be the face of Digital Onboarding to new prospects, leading with curiosity, credibility, and energy. You’ll connect with decision-makers across marketing, product, and operations, show them what’s possible with our platform, and close deals that make a measurable impact. If you love uncovering pain points, tailoring solutions, and winning in a fast-moving SaaS environment — this is your arena.
What You’ll Do
- Drive Growth
- Generate, qualify, and close opportunities that expand our customer base and accelerate ARR growth.
- Manage a full sales cycle — from first outreach to signed agreement — with precision and speed.
- Build and execute territory and account plans that consistently beat quota.
- Run the Playbook
- Deliver compelling demos that highlight how our platform solves real customer problems.
- Quantify ROI and articulate business value for every deal.
- Leverage Salesforce and our modern sales stack to forecast accurately and maintain clean pipeline data.
- Build Relationships That Last
- Engage executives, influencers, and cross-functional stakeholders to create a sense of urgency and consensus.
- Transition new customers seamlessly to post-sales teams with complete documentation and context.
- Act as the voice of the prospect to Product and Marketing, sharing insights that shape our roadmap and messaging.
- Stay Sharp
- Become an expert on our product, integrations, and the evolving banking tech landscape.
- Keep learning — about your customers, our market, and yourself.
- Share best practices, lessons learned, and wins with your teammates.
What You Bring
- Must-Haves
- 3+ years of SaaS sales experience with a track record of meeting or exceeding quota.
- Proven ability to run discovery, present solutions, and close complex deals with multiple stakeholders.
- Expert communication and presentation skills — virtual and in person.
- Experience using Salesforce, Gong, and other modern sales tools.
- A growth mindset, strong business acumen, and genuine curiosity about the customer’s world.
- Nice-to-Haves
- Experience selling into financial services.
- Familiarity with SPICED, Challenger, MEDDIC, or similar sales methodologies.
- Understanding of marketing automation, digital engagement, or customer lifecycle management
Why You’ll Love Working Here
- Make an impact – Help reshape how banks and credit unions connect with the people they serve
- Work with heart – Join a mission-driven team that values collaboration, curiosity, and transparency.
- Grow your career – Receive mentorship, training, and opportunities to move up in a fast-growing company.
- Enjoy flexibility – Remote-first environment, unlimited PTO, and benefits designed for modern life.
About Digital Onboarding:
Digital Onboarding is a software company that helps banks and credit unions retain and expand customer relationships. Our automated engagement platform makes it easy for financial institutions to educate, nurture, cross-sell, and drive adoption of services—like direct deposit, digital banking, and loans—through personalized digital journeys delivered via email, SMS, and digital banking integrations. Founded in 2015 and backed by top investors, Digital Onboarding is transforming how financial institutions connect with their customers at every stage of the relationship.
This position is open to candidates based in the United States of America only. The Company cannot extend employment offers to those outside the United States of America.
About Digital Onboarding:
Digital Onboarding is a software company that helps banks and credit unions retain and expand customer relationships. Our automated engagement platform makes it easy for financial institutions to educate, nurture, cross-sell, and drive adoption of services—like direct deposit, digital banking, and loans—through personalized digital journeys delivered via email, SMS, and digital banking integrations. Founded in 2015 and backed by top investors, Digital Onboarding is transforming how financial institutions connect with their customers at every stage of the relationship.
This position is open to candidates based in the United States of America only. The Company cannot extend employment offers to those outside the United States of America.
