Open role

Sales Manager / Head of Sales

San Francisco, CA (On-site) · Full-time

As the Sales Manager (Head of Sales) at Methodic, you will lead our efforts to acquire new customers and grow revenue. In our early-stage environment, this means crafting the sales strategy, executing on it, and eventually building a team as we scale. Our product has a self-service element (clients can sign up online for standard plans), so you will particularly focus on engaging those customers who need custom solutions, volume pricing, or a bit more hand-holding to close. You’ll be instrumental in expanding Methodic’s reach, whether with startups launching financial products or established companies looking to modernize their systems.

Responsibilities

Develop and implement a sales strategy that targets our ideal customers (e.g., fintech startups, financial institutions launching new digital offerings, companies looking to embed financial services) and sets out a clear approach for outreach, follow-up, and closing deals.
Manage the full sales cycle for key opportunities – from prospecting (identifying leads via networking, industry events, inbound inquiries, etc.) to pitching Methodic’s value proposition, addressing objections, and negotiating contracts to closure.
Work closely with the marketing team to cultivate a healthy pipeline of leads. Provide feedback on the quality of leads from different sources and collaborate on initiatives to improve lead generation (campaigns, content, events).
Establish relationships with potential strategic partners or referral sources (e.g., venture accelerators, consultants in fintech) that can funnel opportunities to Methodic.
For larger enterprise prospects, coordinate with the Technical Sales Engineer and potentially the CEO or CTO to ensure we handle all technical and executive-level discussions effectively.
Meet and exceed sales targets (revenue, number of new accounts, etc.), and provide regular forecasting and reporting on sales performance to the executive team.
As we grow, recruit, train, and mentor a team of sales representatives or account executives. Set up sales processes and CRM practices to help the team operate efficiently and consistently.
Stay on top of market trends and competitor moves to refine our sales messaging and identify new opportunities for growth or differentiation.

Requirements

7+ years of experience in B2B software sales, with a track record of closing deals and hitting targets; experience selling SaaS solutions, especially in the fintech or financial software space, is a major plus.
Exceptional communication and negotiation skills, with the ability to pitch complex technical solutions in terms of business value and ROI.
Self-driven and entrepreneurial – capable of building a sales function from scratch, which includes strategy, process, and rolling up your sleeves to do hands-on selling.
Strong network or networking skills in the fintech/startup ecosystem, enabling you to find leads and open doors that aren't obvious.
Ability to handle long sales cycles typical of enterprise deals, as well as quicker SMB signups; you know how to tailor your approach to different client sizes and types.
Experience in drafting and negotiating contracts (working with legal as needed) for software services.
Leadership qualities – even if you’re a one-person team initially, you should demonstrate ownership, inspire confidence, and be ready to mentor junior salespeople in the future.

Submit your application

Provide a few details and our hiring team will reach out with next steps.

Candidate details

Optional, max 5MB.

We email a confirmation to the hiring team.