客户经理, 银行与信用合作社
Account Executive, Banking & Credit Unions
Alloy 是你归属的地方！
Alloy 是一个由人工智能驱动的身份验证和欺诈预防平台，它加快了客户入职流程，阻止欺诈行为，并在整个客户生命周期中实现合规性扩展，使金融机构能够无限制地增长。全球超过 900 家领先的金融机构和金融科技公司信任 Alloy，以实现更智能的风险管理并推动增长。
通过我们的价值观：大胆行动、快速推进、协作共赢以及庆祝多样性，我们正在打造一个你可以成长、蓬勃发展并找到归属感的工作环境。了解我们为何持续获得认可，被列为 Inc. 杂志的“最佳工作场所”、福布斯“美国最佳创业雇主”、《美国银行家》评选的“最佳金融科技公司”等，年复一年。
查看我们的投资人并了解更多关于我们的情况。
关于团队
Alloy 的中型银行与信用合作社业务板块应对欺诈预防、身份风险和客户期望的高需求，这些是现代银行体验的核心。我们直接销售并通过渠道合作伙伴（开户、贷款发放和数字银行平台）进行销售，使我们的销售模式高度复杂。客户经理与合作伙伴客户经理合作制定联合销售策略、执行和合同，需要协调配合，而不是传统的直接销售流程。
销售团队负责潜在客户和现有客户的全生命周期销售，同时利用合作伙伴生态系统。使命是建立强大的品牌，建立高管联系，展示深厚的欺诈和身份风险专业知识，并提供高影响力的解决方案。
客户经理向中型银行与信用合作社销售经理汇报，负责从潜在客户开发到成交的完整业务流程，同时与合作伙伴客户经理合作处理渠道机会。该职位需要管理多线程、多方参与的交易，并通过合作伙伴进行联合销售，而不是全程管理所有事务。
你将从事的工作
- 负责指定区域内的潜在客户和现有客户的全生命周期销售，包括潜在客户开发、发现、评估、交易策略和成交。
- 通过自开发的外联机会和与合作伙伴客户经理合作获取的渠道影响机会，建立并维护健康的销售管道。
- 有说服力地向潜在客户和现有客户介绍 Alloy 的可操作 AI 套件，根据每个合作伙伴和买家的背景定制推销内容。
- 多线程处理并在复杂的利益相关者网络中进行映射
查看英文原文
Alloy is where you belong!
Alloy is the AI-powered identity and fraud prevention platform that accelerates onboarding, stops fraud, and scales compliance across the customer lifecycle so financial organizations can grow without limits. More than 900 of the world's leading financial institutions and fintechs trust Alloy for smarter risk management that drives growth.
Through our values: Be Bold, Go Fast, Collaborate, and Celebrate Our Differences, we are creating a workplace where you can grow, thrive, and belong. See how we’ve been continuously recognized and named one of Inc. Magazine’s Best Workplaces, Forbes America’s Best Startup Employers, Best Fintech to Work for by American Banker, year after year.
Check out our investors and read more about us here.
About the team
Alloy’s Mid-Market Banking & Credit Union segment addresses the high demands of fraud prevention, identity risk, and customer expectations, which are core to modern banking experiences. We sell directly and through channel partners (account opening, loan origination, and digital banking platforms), making our sales motion highly sophisticated. Account Executives collaborate with Partner Account Managers on co-selling strategy, execution, and contracting, requiring orchestrated teamwork rather than a traditional direct sales cycle.
The sales team manages full-lifecycle sales for prospects and existing customers while leveraging the partner ecosystem. The mission is to build a strong brand, establish executive connections, demonstrate deep fraud and identity risk expertise, and deliver high-impact solutions.
The Account Executive reports to the Sales Manager, Mid-Market Banking & Credit Unions, owning full-cycle business from prospecting to close, while collaborating with Partner Account Managers on channel opportunities. This role requires managing multi-threaded, multi-stakeholder deals and co-selling through partners instead of managing everything end-to-end.
What you'll be doing
- Own full-cycle sales for a defined territory of prospects and existing customers, including prospecting, discovery, qualification, deal strategy, and close.
- Build and maintain a healthy pipeline through a mix of self-sourced outbound and channel-influenced opportunities sourced with Partner Account Managers.
- Credibly position Alloy's Actionable AI Suite to prospects and existing customers, tailoring the pitch to each partner and buyer's context.
- Multithread and map stakeholders across complex buying committees, including risk, fraud, technology, product, and executive sponsors.
- Work deals across Alloy's strategic partner ecosystem, Q2, Clutch, Alkami, nCino, Candescent, and others, understanding each partner's motion and how to work the relationship effectively.
- Partner closely with Partner Account Managers on co-selling strategy, deal execution, and contracting for channel-influenced deals, keeping pipeline attribution clean.
- Collaborate cross-functionally with Marketing, Solutions Engineering, Product, and Client Success to move deals forward and ensure a strong handoff at close.
- Escalate partner, client, and deal risk early and thoughtfully, before issues require manager or director involvement.
- Bring a coachable, growth-oriented mindset to weekly 1:1s including territory planning, deal strategy, and pipeline hygiene, and apply coaching in real time.
- Maintain rigorous Salesforce hygiene and provide timely, defensible forecasts in weekly pipeline reviews with your manager.
Who we're looking for
- 3-6 years of B2B SaaS sales experience, with a track record of full-cycle ownership in complex sales cycles.
- Digital banking, fintech, or fraud/credit/identity domain experience strongly preferred, or demonstrated ability to ramp quickly in a technical, regulated space.
- Experience navigating multi-threaded, multi-stakeholder buying committees; channel or partner-influenced sales experience is a significant plus.
- Track record of consistent quota attainment in roles with $1M+ annual quotas and 6-12 month sales cycles.
- Strong Salesforce discipline and comfort being held accountable to pipeline hygiene and forecast accuracy.
- Excellent written and verbal communication skills, with the ability to build credibility with senior buyers.
- Coachable and collaborative, comfortable working in lockstep with Partner Account Managers rather than owning every relationship solo.
We're a lean team, so your impact will be felt immediately, and opportunities will grow as the company scales up. If this all sounds like a good fit for you, why not join us?
Alloy is committed to fair and equitable compensation practices. Below is the anticipated starting base compensation range for this role; however, pay may vary depending on job-related knowledge, in-demand skills, relevant experience, and/or geography. In addition to a competitive base salary, this position is also eligible for equity awards in the form of stock options (ISOs) as well as a competitive total benefits package. Your recruiter will be happy to walk you through the details and what compensation could look like for you specifically!
This position has a salary range of $130,000 - $160,000 on a 50/50 base + commission structure.
Benefits and Perks
- Unlimited PTO and flexible work policy
- Employee stock options
- Medical, dental, vision plans with HSA (monthly employer contribution) and FSA options
- 401k with 100% match up to 4% of annual employee compensation
- Eligible new parents receive 16 weeks of paid parental leave
- Home office stipend for new employees
- Annual Learning & Development annual stipend
- Well-being benefits include access to ClassPass, OneMedical, and Spring Health
- Hybrid work environment: employees are expected to work Tuesdays through Thursdays from our HQ in Union Square, Manhattan. Tasty lunches catered from a variety of local restaurants and frequent employee-organized cultural events contribute to our positive office energy. On Monday/Friday most employees Zoom into work from home while some take advantage of the quieter office.
How to apply
Apply right here! You've found the application!
Alloy is proud to be an equal-opportunity workplace and employer. We’re committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status. We are committed to an inclusive interview experience and provide reasonable accommodations to applicants with visible and invisible disabilities. We encourage applicants to share needed accommodations with their recruiter.
All Alloy jobs are listed on our careers page. Any communication during the recruitment process, including interview requests or job offers, will come directly from a recruiting team member with an alloy.com email address. We do not use outside applications or automated text messaging in our recruiting process. We will not ask for any sensitive financial or identification information during the recruiting process. If you’re ever unsure, please contact us directly via our website before sharing personal information.