S

Sympera AI

AI-powered platform for relationship banking

Vice President New Business Development - Director CPG Business Development

Full-TimeDeadline 3/31/27
No salary listed
Expert
Cincinnati, OH, USA
In Person

About the job

Requirements
  • 12–15+ years in CPG, retail, retail media, or enterprise analytics/technology sales.
  • 5+ years leading and developing enterprise sales teams of 5–10 sellers, with a track record of building high-performing teams and achieving consistent quota attainment.
  • Familiarity with CRM tools such as Salesforce and HubSpot, and the ability to quickly learn new platforms.
  • Proven success in selling complex enterprise solutions valued at $500K–$2M+ with consistent quota overachievement.
  • Deep experience in retailer–CPG collaboration, covering joint business planning, category management, trade, and retail media.
  • Strong value-based selling skills with the ability to quantify ROI and business impact.
  • Established senior executive relationships across CPG and/or retail organizations.
  • Demonstrated ability to build and scale repeatable sales processes.
  • Strong commercial storytelling skills for translating analytics into clear growth narratives.
  • Comfort operating in high-growth, ambiguous environments and aligning cross-functional leaders on priorities.
Responsibilities
  • Own new logo acquisition and quota delivery across targeted CPG accounts, aiming for $20MM+ incremental new growth annually.
  • Lead, coach, and scale a high-performing team of six.
  • Sell AI-driven data, analytics, and decisioning platforms, including agents and assistants, to senior CPG stakeholders.
  • Develop and execute account strategies aligned to retailer priorities, including pricing, promotion, assortment, and retail media.
  • Lead complex, multi-stakeholder enterprise deals ranging from $500K to $2M+ from prospecting through close.
  • Build and present ROI-driven business cases to shift clients from cost-based to investment-based decision-making.
  • Establish and scale repeatable sales processes, including pipeline discipline, forecasting, and playbooks.
  • Build and leverage C-suite relationships across CPG and retail ecosystems, focusing on roles such as CMO, CRO, Chief Merchant, and Chief Insights.
  • Deliver monthly and quarterly business reviews, provide forecast and pipeline insights, offer customer and market feedback to the executive team, and influence go-to-market and product roadmaps.
  • Represent the company externally through senior leadership visibility, executive briefings with client C-suites, industry forums, strategic partners, and analyst communities.
  • Partner with product, analytics, and customer success teams to ensure successful activation and value realization.

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

Get referred to Sympera AI

See people who can refer or advise you

Simplify Jobs

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.

Help us improve and share your feedback! Did you find this helpful?

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.