Full-Time
GSI Partnership Sales Lead
Financial Services
Sympera AI
11-50 employees
AI-powered platform for relationship banking
No salary listed
Raleigh, NC, USA
Remote
 Sales & Account Management (1) |
|---|
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- At least 10 years of experience in enterprise sales or partner-led go-to-market roles.
- Demonstrated ability to build high-quality pipelines, accelerate win rates, and land strategic logos through joint sales motions.
- Experience building trust and influencing SymphonyAI and partner stakeholders at the executive level.
- Deep experience in sales process management, partner key performance indicators, and co-sell forecasting.
- Experience managing co-sell motions with Microsoft, navigating Azure incentives, and partnering with Partner Development Managers, Industry Solution Directors/Industry Solution Providers, or industry teams.
- Ability to craft compelling partner narratives, host joint business reviews, and present at partner-led events.
- Build and execute a sales plan to expand SymphonyAI’s financial services footprint in North America through co-sell, solution plays, and Azure Marketplace activation.
- Deliver against annual recurring revenue targets by engaging partner field teams, orchestrating joint pursuits, and unlocking new accounts in the financial crime sector.
- Build trusted relationships with Microsoft’s Financial Services Industry Team, Partner Development Managers, Global Partner Solutions, and Azure Sales leads.
- Drive Global System Integrator field alignment through readiness sessions and sales enablement initiatives that result in joint wins.
- Conduct shared account planning, territory alignment, and vertical go-to-market plays targeting top-tier financial institutions in North America.
- Own the partner pipeline using a disciplined sales process; track joint opportunities, measure co-sell conversion, and report weekly to leadership.
- Coordinate with SymphonyAI and partner marketing teams to co-develop campaigns, events, and joint solution assets.
- Serve as the regional partner champion within Financial Services by driving alignment across product, marketing, solutions, and executive teams.
- At least 5 years of experience in financial services.
- Clear understanding of financial services business models, enterprise buying cycles, and key transformation challenges across financial crime compliance.
- A strong personal network across consultancies and Global System Integrator field teams.
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
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Simplify's Take
What believers are saying
- Nyca Partners and Viola Ventures led Sympera's $10 million seed on March 25, 2025.
- Republic Bank of Chicago is expanding Sympera across Commercial Banking over coming months.
- DemandBlue's partnership opens Salesforce access for Sympera across banking implementation channels.
What critics are saying
- Sympera still relies on a tiny customer base; Republic Bank is one expanded rollout.
- Banking buyers demand compliance proof; one workflow failure can stall enterprise adoption.
- If Salesforce or a larger bank builds a native competitor, Sympera loses distribution.
What makes Sympera AI unique
- Sympera combines external signals and internal CRM data for banker-ready actions.
- Republic Bank of Chicago expanded Sympera after a successful pilot on May 12, 2026.
- DemandBlue integrated Sympera with Salesforce Agentforce, fitting existing bank workflows.
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Benefits
Hybrid Work Options
Growth & Insights and Company News
6 month growth
↓ -7%1 year growth
↓ -7%2 year growth
↓ -7%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
Fintech startup Sympera AI has raised $10 million in a Seed funding round co-led by Nyca Partners and Viola Ventures.
Sympera AI, a NYC-based agentic AI company for the banking sectors, raised $10M in Seed funding.
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
As a leading Salesforce consulting and implementation partner, DemandBlue Inc. will integrate Sympera AI's intelligent agents with Salesforce's Agentforce AI framework.