Middle Markets Sales Executive

Automated Financial Systems, Inc.

$100K — $120K *
Exton, PA 19341In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-6+ years in B2B software or SaaS sales, consistently meeting quotas.
  • 2+ years selling tech solutions specifically to community banks and credit unions.
  • Experience handling full-cycle sales with ACV from $100K to $1.5M and managing multi-stakeholder processes.
  • Knowledgeable in commercial loan workflows and regulatory issues relevant to lending.
  • Proficient in Salesforce CRM and familiar with structured sales methodologies like MEDDIC or SPIN.
  • Strong presentation skills to convey complex concepts to non-technical audiences.
  • Bachelor's degree or equivalent experience.

Responsibilities

  • Own a specific territory and create a strategic account plan to achieve $750K-$1.5M in annual revenue.
  • Manage the entire sales cycle from prospecting to closing deals that can take 6-18 months.
  • Engage with key decision-makers, including Chief Lending Officers and CFOs, in targeted institutions.
  • Present AFS's full product suite based on individual institution's needs and pain points.
  • Deliver tailored product demonstrations and effective ROI presentations for mid-sized institutions.
  • Collaborate with technical teams to scope solutions and support contract processes.
  • Maintain accurate sales forecasts and pipeline records using Salesforce.
  • Build relationships in the middle markets lending community through networking and industry events.

Benefits

  • Comprehensive health and wellness programs.
  • Flexible working arrangements, including remote work options.
  • Professional development opportunities and training programs.
  • Reward and recognition programs for high performance.
  • Access to a robust benefits package with retirement plan options.
Full Job Description
Purpose of the Role

We are seeking a Middle Markets Sales Executive to grow AFS's presence among community banks, credit unions, and regional financial institutions - typically those with $5B to $20B in assets. This is a quota-carrying, new-logo-focused role for a consultative seller who thrives in a relationship-driven environment and can translate complex lending software capabilities into clear business value for mid-sized institutions navigating growth, modernization, and regulatory demands.

This position reports to the Chief Revenue Officer.
Scope and Core Responsibilities
  • Own a defined territory of community banks, credit unions, and regional lenders and develop a strategic account plan to meet or exceed an annual revenue quota of $750K-$1.5M ARR.
  • Manage the complete sales cycle - prospecting, discovery, product demonstration, proposal, negotiation, and close - on deals typically ranging from 6 to 18 months in length.
  • Identify and engage key decision-makers including Chief Lending Officers, CFOs, EVPs of Commercial Banking, and IT leadership at target institutions.
  • Position the full AFS portfolio - AFSVision, IRIS, CRN, and the Pricing Dashboard - based on each prospect's commercial loan volume, growth goals, operational pain points, and technology maturity.
  • Deliver compelling product demonstrations and ROI-focused presentations tailored to the budgets and priorities of mid-sized institutions.
  • Collaborate with Sales Engineering and Implementation teams to scope solutions, answer technical due diligence questions, and support contract finalization.
  • Maintain accurate pipeline records and forecasts in Salesforce, applying a consistent sales methodology throughout each opportunity.
  • Build relationships in the middle markets lending community through regional banking associations, trade events (RMA, state banker associations, CUNA/NAFCU), and referral networks.
  • Provide feedback to Product and Marketing on competitive positioning, pricing sensitivity, and feature gaps observed in the middle markets segment.
Qualifications
  • 3-6+ years of B2B software or SaaS sales experience, with a proven track record of meeting or exceeding quota.
  • At least 2 years selling technology solutions to community banks, credit unions, or regional financial institutions, ideally in commercial lending, loan origination, or financial technology.
  • Experience managing full-cycle deals with ACV in the $100K- $1.5M range and navigating multi-stakeholder buying processes.
  • Ability to speak credibly with lending and operations professionals about commercial loan workflows, credit administration, and the regulatory environment (FFIEC, BSA/AML).
  • Proficiency with Salesforce CRM; comfort with structured sales methodologies (MEDDIC, SPIN, Challenger, or equivalent).
  • Strong presentation skills, with the ability to simplify technical concepts for non-technical audiences.
  • Bachelor's degree or equivalent professional experience.
Preferred
  • Familiarity with commercial loan origination systems (LOS), loan management systems (LMS), or credit risk tools, and experience articulating their value to mid-sized lenders.
  • Existing relationships with commercial lending leaders at community banks or credit unions in the $500M-$20B asset range.
  • Experience selling hosted or private-cloud SaaS solutions, including navigating vendor due diligence and third-party risk management reviews.
  • Background in or exposure to fintech, banking operations, or commercial credit - whether through prior sales roles or earlier career experience in financial services.


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