Who are we?
At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.
As a Sales Executive, you will play a critical role in driving revenue growth and ensuring customer satisfaction across the ANZ region. You will be responsible for managing day-to-day customer interactions, overseeing sales operations, and serving as the first point of contact for client escalations. This role requires a proactive, detail-oriented professional who thrives in a fast-paced environment and is passionate about delivering value to customers.
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Key Responsibilities & Deliverables
Sales Operations Management
- Oversee and maintain Salesforce hygiene for all sales opportunities in the ANZ region.
- Track and report on sales pipeline progress, forecasting, and performance metrics.
- Coordinate with internal teams to ensure timely delivery of proposals, contracts, and follow-ups.
Customer Relationship Management
- Act as the first level of contact for customer escalations, working closely with the Customer Success Manager to resolve issues efficiently.
- Build and maintain strong relationships with key customer stakeholders to ensure satisfaction and retention.
Campaign and Opportunity Execution
- Support the execution of sales campaigns and initiatives, including lead generation and follow-up activities.
- Collaborate with marketing and product teams to align messaging and value propositions.
Strategic Account Support
- Assist in account planning and strategy development for key clients.
- Identify upsell and cross-sell opportunities and work with relevant teams to pursue them.
Requirements and Qualifications
- Proven experience in a sales or account management role, preferably in the ANZ market.
- Strong understanding of CRM systems, particularly Salesforce.
- Excellent communication and interpersonal skills, with the ability to manage multiple stakeholders.
- Demonstrated ability to manage escalations and resolve customer issues effectively.
- Highly organized, with strong attention to detail and the ability to manage multiple priorities.
- Experience working in a cross-functional, collaborative environment.
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 uphold:
• Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.
• Well-being: Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support.
• Medical, life & disability insurance, retirement plan, lifestyle and other benefits
• ESG: Benefit from paid time off for volunteering and donation matching.
• DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
• Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
• Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.
Specific benefits may vary by location.
At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves.
Be unique, be exceptional, and help us make a difference at Finastra!