Sales Executive (Mid-Market, Financial Services)

Circit Limited • New York, NY

30d • Remote

About The Position

Circit is a fast-growing B2B SaaS company on a mission to verify the trusted source in every business transaction. We are building a global asset verification platform that enables auditors to deliver higher-quality financial audits while giving financial institutions a modern, automated way to collaborate with their clients. Our current customer base includes Big Four accountancy firms, fund administrators, global banks, asset managers, and custodians.
We are now seeking an Regional Sales Executive (Mid-Market, Financial Services) to help lead the growth of our bank and asset management partnership network in the North American market. This role is ideal for someone with industry knowledge and experience of financial services, in particular within the asset management and/or fund service provider sectors.
North America is a major growth and expansion market for Circit and you will be joining the North American team at an exciting stage where the market is ready and you can directly influence how we scale.

This role is ideal for someone who wants to further their sales and business development career while also harnessing their existing sector knowledge. As Circit grows globally, this role will play a central part in shaping our asset management value proposition and expanding our ecosystem.
You must be ready to work in a fast paced, high growth environment, with a large amount of flexibility required.

Requirements

• 3+ years’ industry experience in Asset Management, Fund Administration, Custodianship, PE, Asset Servicing, or related financial services ecosystem.
• Strong understanding of distinctions between AM, Fund Admin, Custodian, Transfer Agent, Trust Banks, etc.
• 2+ years’ sales experience in financial services
• Excellent communicator who can engage confidently with various stakeholders across financial institutions.
• Highly analytical with strong organisational skills and the ability to manage multiple workstreams simultaneously.
• Entrepreneurial mindset — comfortable building new processes, testing new ideas, and owning outcomes end-to-end.
• Curious, detail-oriented, and motivated to become one of the Circit’s top performers
• Passion for technology innovation, automation, APIs, fintech, or AI-driven transformation in financial services is strongly preferred.
• Ability to perform technology platform demos to a very high standard

Nice To Haves

• Contacts within asset managers and fund service providers in the USA and Canada
• Experience or knowledge of the audit industry
• Experience or knowledge of open banking and/or APIs
• Experience in early-stage or high-growth SaaS environments.

Responsibilities

• Driving the overall growth and development of Circit’s mid-market bank and asset management partnership network within the North American market
• Creating new deals and driving the conversion of the partnerships funnel from origination to close
• Performing demos of the Circit technology platform to key decision makers at banks, asset managers and fund service providers
• Working closely with the North American auditor sales team to ensure efforts are aligned strategically and efforts are prioritised correctly
• Helping to develop structured segmentation models that categorise firms by type, geographic footprint, scale, and strategic relevance to Circit.
• Identifying opportunities to improve, streamline, or automate lead processing flows.
• Being a key part of the feedback loop from each partnership engagement back into the product and strategy teams to ensure our product is always aligned with our partner’s needs and the future direction of the market
• Representing the company at industry events and conferences to build brand presence and establish key relationships
• Assisting and coordinating each new partner to onboard into the Circit ecosystem in relation to infosec engagement, documentation, training and platform configuration
• Working closely with the marketing and design teams to ensure the product marketing and engagement documents are fit for purpose for partnership outreach and engagement.

Benefits

• Competitive salary plus commission paid against sales contracts, with the possibility of equity
• A small team with a friendly environment that promotes autonomy for you to self-manage your time
• Remote working and flexible working hours
• Great opportunity for career progression with hands on experience
• Freedom of expression is encouraged.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed