初级销售主管(亚太区)
Junior Sales Executive (APAC)
## **我们是谁?**
在Finastra,我们是金融服务业软件的全球领导者,致力于扩大金融服务的可及性,并塑造行业未来。我们的技术为借贷、支付和通用银行领域提供关键解决方案,服务于超过7,000家客户,包括全球前50大银行中的80%,覆盖110多个国家。
## **免责声明:**
Finastra已与Pollen Street Capital达成协议,出售其通用银行业务,预计于2026年底/2027年初完成,具体取决于咨询和常规交割条件。交易完成后,该职位预计将转至独立的通用银行业务,为支持其未来增长和成功创造机会。
## **职位概述**
作为初级销售专员,您将加入通用银行业务单元的销售团队(向区域总经理汇报),服务世界上一些最大和最复杂的金融机构。
您将在推动收入增长方面发挥关键作用,通过管理并拓展所负责地区的现有客户关系。您将与客户紧密合作,了解他们的业务目标和挑战,识别通过Finastra解决方案和服务创造额外价值的机会,并支持实现指定的收入目标。
在销售领导团队的指导下,您将建立牢固的客户关系,与各级利益相关者互动,包括高级管理人员,并为客户的长期成功和留存做出贡献。
负责客户账户管理,贯穿其旅程的关键阶段,确保互利的关系。
**职责:**
- 管理指定客户账户并制定账户计划以支持收入增长和客户成功。
- 积极且定期与客户互动,包括现场访问,以建立牢固的关系并了解他们的业务驱动因素和挑战。
- 与现有客户建立并维护关系,沟通战略计划和状态更新。
- 识别现有账户中的机会,包括服务合作、升级销售机会、续约和合同优化。
- 分析客户业务需求和挑战,制定适当的账户策略和解决方案建议。
- 跨部门协作以管理客户旅程中的关键阶段,确保良好的客户体验和满意度。
查看英文原文
## **Who are we?**
At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries.
## **Disclaimer:**
Finastra has signed an agreement to sell its Universal Banking business to Pollen Street Capital, with completion expected end 2026 / early 2027, subject to consultation and customary closing conditions. Upon completion, this role is expected to transition to the standalone Universal Banking business, creating opportunities to support its future growth and success.
## **Role overview**
As a Junior Sales Executive, you will be part of the Sales organization (reporting to Regional MDs) in the Universal Banking Business Unit, which serves some of the largest and most complex financial organizations in the world.
You will play a key role in driving revenue growth by managing and expanding relationships with existing clients within your assigned territory. You will work closely with customers to understand their business objectives and challenges, identify opportunities to deliver additional value through Finastra's solutions and services, and support the achievement of assigned revenue targets.
While mentored by the Sales Leadership team, you will develop strong customer relationships, engage with stakeholders at all levels, including senior executives, and contribute to the long-term success and retention of client accounts.
Responsible for account management of customers through key stages of their journey, ensuring mutually beneficial relationships.
**Responsibilities:**
- Manage assigned customer accounts and develop account plans to support revenue growth and customer success.
- Engage proactively and regularly with customers, including on-site visits, to build strong relationships and understand their business drivers and challenges.
- Build and maintain relationships with existing clients, communicating strategic plans and status updates.
- Identify and drive opportunities within existing accounts, including service engagements, upsell opportunities, renewals, and contract optimization.
- Analyze clients' business needs and challenges to develop appropriate account strategies and solution recommendations.
- Collaborate across all functions to manage customer opportunities, including services, upsells, renewals, and compliance requirements.
- Maintain accurate account and forecasting data in CRM systems.
- Coordinate internal resources to ensure prompt, accurate, and professional delivery of sales, marketing, and proposal materials to customers.
- Develop and maintain relationships with industry and professional organizations.
- Stay abreast of current industry trends, competitors, and company products and services.
- Participate in training programs as directed by manager.
- Embed AI into day-to-day work to increase productivity, reduce manual effort, validate information against trusted sources, drive continuous process improvement, and translate data-driven insights into better business outcomes
**Experience:**
- Demonstrated track record of generating pipeline with a history of exceeding targets
- Experience working with Finastra products preferred.
- CRM tool experience preferred.
- B2B Sales and/or Account Management experience a plus.
**Required skills and experience:**
- Ability to build and grow relationships.
- Strong tenacity and follow-up skills.
- Self-motivated with ability to work autonomously, take ownership and accountability, while rallying individuals and global teams to support pipeline progression towards closure.
- Ability to interact and demonstrate presence with all levels of stakeholders, whether within Finastra or with the customer, and to challenge, negotiate, influence, and persuade them.
- Organizational skills, can prioritize, multi-task and demonstrate adaptability.
- Excellent written, verbal, and interpersonal communication skills.
- Strong time management, organizational and decision-making skills.
- Strong attention to detail.
- Proficient with Microsoft Office.
- Strong knowledge of financial institutions internal operations.
- Mandarin or Cantonese language skills a plus.
## **Education:**
- Bachelor’s degree in business or equivalent experience.
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we stand for:
**Flexibility:** Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.
**Well‑being:** Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work.
**Health & Financial Security:** Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.*
**Sustainability:** Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you.
**Inclusion:** Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute.
**Career Development:** Access online learning and accredited courses through our Skills & Career Navigator tool.
**Recognition:** Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.
*Specific benefits may vary by location.
At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.
Be unique. Be exceptional. Help us make a difference at Finastra.