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Role
About the Role
IntraFi is the nation’s largest deposit allocation service provider, helping financial institutions grow, manage liquidity, and serve their communities. As a Managing Director, you will be a key member of the sales team, focusing on developing relationships that drive revenue growth and expand market opportunities.
Your Responsibilities- Cultivating and maintaining strong, synergistic client relationships to understand needs and provide solutions using IntraFi’s services.
- Identifying and pursuing new market opportunities, target segments, and potential clients to expand market penetration.
- Collaborating with product and service teams to tailor the use of IntraFi’s product suite for specific client objectives.
- Monitoring sales performance metrics, including conversion rates and pipeline growth, to meet performance goals.
- Staying abreast of industry trends, competitor activities, and emerging technologies to ensure market responsiveness.
- Sharing regular updates with senior management on sales progress and market trends.
- 10+ years of relevant work experience, including proven success as a sales leader, preferably in financial services.
- Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity.
- Aptitude and curiosity to quickly learn new products and services, coupled with a self-starter mindset.
- Strong analytical skills and data-driven decision-making abilities.
- Excellent interpersonal and communication skills with a history of meeting or exceeding sales goals.
- Willingness to travel extensively and a Bachelor’s degree.
- 401(k) and 401(k) matching
- Comprehensive Health, Dental, and Vision insurance
- Flexible schedule and Flexible Spending Account (FSA)
- Paid Time Off (PTO) and Parental leave
- Professional development assistance and referral programs
- Life insurance and disability coverage
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Skills
Required Skills
Sales Leadership
Financial Services
Relationship Management
Business Development
AI Workflow Optimization
Analytical Skills
Data-Driven Decision Making
Strategic Planning
Liquidity Management
Market Analysis
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