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Sympera AI

AI-powered platform for relationship banking

Account Executive

Full-TimeUpdated on 10/15/2026Deadline 7/21/27
No salary listed
Expert
Bachelor's
Bangkok, Thailand
Hybrid
Sales & Account ManagementAccount Executive, Account Management

About the job

Requirements
  • A bachelor's degree in business administration, marketing, or a related field.
  • At least 10 years of successful enterprise sales experience in the retail technology or consumer packaged goods industry, with a proven track record of achieving and exceeding sales targets.
  • Experience managing strategic or key accounts, including senior stakeholder relationships, alongside new business development.
  • In-depth knowledge of the retail and consumer packaged goods sector, including key trends, challenges, and opportunities across Southeast Asia.
  • Strong understanding of AI-driven solutions and their applications within the retail and consumer packaged goods space.
  • Fluency in Thai and English.
  • Willingness to travel across Thailand, Malaysia, Vietnam, Cambodia, and Myanmar as required to meet with clients and attend industry events.
Responsibilities
  • Own and grow a strategic retail account based in Bangkok, acting as the primary point of contact for senior stakeholders and executive sponsors.
  • Develop and execute account growth plans to expand the company's footprint within the account, identifying upsell and cross-sell opportunities across the client's business units.
  • Build and maintain trusted relationships with C-suite executives, IT leaders, and business decision-makers to secure long-term partnerships and renewals.
  • Monitor account health, usage, and satisfaction, coordinating with customer success and delivery teams to ensure strong outcomes and reference-ability.
  • Prepare and deliver regular account reviews and growth forecasts to sales leadership.
  • Identify and prospect potential retail and consumer packaged goods clients across Thailand, Malaysia, Vietnam, Cambodia, and Myanmar using industry contacts, market research, networking events, and targeted outreach.
  • Understand prospective clients' business needs and pain points to position the company's solutions and services effectively.
  • Research and analyze the Southeast Asian retail and consumer packaged goods market to identify emerging trends, competitive landscape, and growth opportunities.
  • Build and maintain a pipeline of qualified leads and opportunities, ensuring consistent progress through the sales cycle across all markets.
  • Collaborate with internal teams to develop customized sales strategies and presentations that address client requirements in each market.
  • Conduct consultative sales engagements with prospects and existing account stakeholders, engaging C-suite executives, IT leaders, and business decision-makers.
  • Perform needs assessments and solution demonstrations that articulate the value proposition of the company's products and services.
  • Understand clients' business challenges and present tailored solutions aligned with their objectives, emphasizing return on investment and long-term value.
  • Guide the strategic account and new prospects through their digital transformation journey as a trusted advisor.
  • Lead and manage the end-to-end sales process from initial contact or account expansion opportunity through contract negotiation and closure.
  • Develop and deliver sales proposals, presentations, and contracts that clearly outline the solution, pricing, and terms.
  • Collaborate with solution architects, product managers, and implementation specialists to ensure a seamless transition from sales to implementation.
  • Provide accurate sales forecasts and regular progress reports to sales leadership covering account growth and new business, highlighting key wins, challenges, and areas for improvement.
  • Stay current on industry trends, market dynamics, and competitor activity across Southeast Asia, adjusting sales strategies accordingly.
Desired Qualifications
  • Additional regional language ability in Bahasa Malaysia or Vietnamese.

About the company

Sympera AI provides an AI-powered platform for financial institutions that strengthens relationship banking. It helps banks and their relationship managers be more productive and grow client portfolios by offering financial intelligence and sales enablement tools. The platform combines market intelligence with client relationship management so bankers can uncover opportunities, monitor the health of business relationships, and choose effective strategies. This differentiates Sympera AI by offering an integrated solution that pairs data-driven insights with CRM capabilities, aimed at improving service and outcomes for clients. The company’s goal is to redefine relationship banking by using big data and AI to drive business growth and higher client satisfaction for financial providers.

Company Size

11-50

Company Stage

Seed

Total Funding

$10M

Headquarters

New York City, New York

Founded

2024

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Simplify's Take

What believers are saying

  • Nyca Partners and Viola Ventures backed Sympera's $10 million seed on March 25, 2025.
  • Republic Bank of Chicago is rolling Sympera across Commercial Banking over coming months.
  • DemandBlue integrated Sympera with Salesforce Agentforce on March 11, 2025.

What critics are saying

  • Sympera depends on one named bank, Republic Bank of Chicago, for public traction.
  • If Microsoft Dynamics or Salesforce integrations fail, bankers abandon Sympera quickly.
  • Without repeatable bank conversions, Sympera becomes a services project, not venture-scale software.

What makes Sympera AI unique

  • Sympera embeds banker-ready actions into Microsoft Dynamics, matching existing bank workflows.
  • Its platform combines external signals with internal CRM data for relationship banking.
  • Republic Bank of Chicago expanded Sympera after a successful May 12, 2026 pilot.

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Benefits

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
PR Newswire
May 12th, 2026
After successful pilot, Republic Bank of Chicago expands AI partnership with Sympera.

After successful pilot, Republic Bank of Chicago expands AI partnership with Sympera. May 12, 2026, 09:00 ET NEW YORK, May 12, 2026 /PRNewswire/ - Republic Bank of Chicago today announced it has selected Sympera, an AI-native platform for commercial relationship banking, to scale its Business Banking operations. The decision follows a successful pilot that demonstrated how AI can enhance prospecting, relationship development, and market coverage, with strong banker feedback and high adoption across participating teams. Sympera drives banker actions through AI that combines external business activity - including company updates, hiring signals, and operational changes - with the bank's internal data such as CRM history and customer relationships to create a holistic view. It prepares banker-ready actions for relationship managers, embedding them directly into daily workflows so teams can focus on the highest-potential opportunities while maintaining consistent engagement. "AI is moving from experimentation to becoming a core part of how banks operate," said Madhu Reddy, CIO at Republic Bank of Chicago. "What convinced us was seeing our bankers adopt it - Sympera surfaced the right opportunities at the right time and fit naturally into how our teams already work in Microsoft Dynamics. The pilot proved the thesis; now we're scaling it. The solution allows our teams to operate more effectively and spend more time with clients" "We are pleased to deepen our partnership with Republic Bank of Chicago as they transition from pilot to enterprise rollout," said David Sosna, CEO of Sympera. "This deployment highlights the tangible impact of agentic AI in banking - empowering relationship managers to prioritize high-value opportunities, respond faster to growth signals, and deliver more consistent results across the organization." The rollout will expand across Republic Bank's Commercial Banking unit over the coming months. About Republic Bank of Chicago Republic Bank is a community bank serving businesses and individuals. With more than $2.7 billion in assets, the bank provides a full range of commercial and consumer banking services across 20 locations throughout Chicagoland. It is headquartered in Oak Brook, Illinois. About Sympera Sympera helps relationship managers win more deals, stay engaged, and nurture client relationships while spending more time with clients. Purpose-built to scale commercial and SMB relationship banking, it is an AI-native platform that combines external signals with internal data to drive banker actions. Its AI agents identify high-value opportunities, organize context, and deliver banker-ready actions into daily workflows. SOURCE Sympera AI

Calcalist Tech
Mar 25th, 2025
Serial fintech entrepreneur David Sosna secures $10M to reinvent relationship banking with AI

Fintech startup Sympera AI has raised $10 million in a Seed funding round co-led by Nyca Partners and Viola Ventures.

FinSMEs
Mar 25th, 2025
Sympera AI Raises $10M in Seed Funding

Sympera AI, a NYC-based agentic AI company for the banking sectors, raised $10M in Seed funding.

Global Fintech Series
Mar 25th, 2025
Sympera AI Raises $10 Million Seed Funding to Help Banks Tap $150B SMB Opportunity

Agentic AI innovator Sympera AI announced that it has raised $10 M seed funding round, which was co-led by Nyca Partners and Viola Ventures

DemandBlue
Mar 13th, 2025
DemandBlue Partners with Sympera AI to Elevate Banking Relationship Management

As a leading Salesforce consulting and implementation partner, DemandBlue Inc. will integrate Sympera AI's intelligent agents with Salesforce's Agentforce AI framework.