Fintech Solutions Associate

Ready to be a Titan?

The Fintech Solutions team accelerates growth for SMB and Mid-Market corporate businesses by delivering innovative financial technology products that streamline financial operations, optimize payments, and provide smarter capital solutions. With deep industry expertise and a consultative, data-driven approach, the team helps customers improve efficiency, reduce friction, and unlock new opportunities for sustainable financial performance.

As a Fintech Solutions Associate, you will operate in an AE-light capacity to drive both net-new and backbook Fintech sales across ServiceTitan’s Corporate customer segments. You will own key revenue metrics—including attach rate, pipeline contribution, and attainment—while guiding customers through the value of Fintech products such as Payments, Financing, and Capital. Partnering closely with Account Executives, Customer Success, Fintech Specialists, and Sales Engineers, you will identify opportunities, progress deals, conduct demos, prepare proposals, and support execution across the full sales cycle to accelerate adoption and revenue growth.

What you’ll do:

• Own a Fintech sales quota, driving attach, utilization, and revenue attainment across assigned SMB and Mid-Market Corporate accounts.

• Prospect, qualify, and progress net-new and backbook Fintech opportunities, acting as the primary driver of early-cycle engagement.

• Partner with Account Executives and Customer Success to identify whitespace, uncover customer needs, and accelerate the adoption of Fintech products.

• Conduct tailored product walkthroughs and value-based discussions that highlight how Fintech solutions streamline operations and improve cash flow.

• Maintain Salesforce accuracy, including opportunity creation, stage updates, forecasting, and deal documentation to ensure full pipeline visibility.

• Prepare proposals, collateral, and customer-ready materials to support deal progression and improve attach outcomes.

• Analyze Fintech adoption, attach rates, and pipeline performance to uncover trends and guide strategic outreach.

• Support marketing and enablement initiatives, including targeted campaigns, webinars, and nurture sequences designed to accelerate conversion.

• Maintain executive-level reporting and dashboards, providing leadership visibility into attainment, pipeline health, and revenue growth.

What you’ll bring:

• 1–2 years of experience in sales coordination, inside sales, or SaaS sales support—preferably in a Fintech or payments environment.

• Strong CRM proficiency (Salesforce preferred) with the ability to manage leads, track opportunities, and produce actionable reports.

• Excellent communication, organization, and follow-through skills to support multiple sellers and customers simultaneously.

• Data-driven mindset with an ability to analyze performance metrics and translate insights into sales strategies.

• Genuine interest in financial technology, digital payments, and helping businesses grow through ServiceTitan’s Fintech solutions.

Be Human With Us:

Being human isn’t about checking every box on a list. It’s about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we’re solving. We’re in this together. Come be human, with us.

Use of AI Technology:

We use technology, including automated and AI-assisted tools, to support certain aspects of our recruitment process. These tools are designed to improve efficiency and enhance the candidate experience. AI tools are not used to make hiring decisions; all hiring decisions are made by our hiring teams.

What We Offer:
When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career:

• Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more.

• Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to One Medical.

• Support for Titans at all stages of life: Parental leave and support, up to $20k in fertility services (i.e. IUI and IVF), surrogacy, and adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.

At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.