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Sympera AI

AI-powered platform for relationship banking

Partnership Sales Lead - Financial Services

Business Development & PartnershipsConfirmed live in the last 24 hours
Full-timeRaleigh, NC, USANo salary listedRemote

About the Job

Requirements

  • 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 secure strategic customers through joint sales motions.
  • Executive presence and the ability to build trust across company and partner stakeholders.
  • Deep experience in sales process management, partner key performance indicators, and co-sell forecasting.
  • Experience managing co-sell with Microsoft, navigating Azure incentives, and partnering with Partner Development Managers, industry solution teams, or industry teams.
  • Ability to craft compelling partner narratives, host joint business reviews, and present at partner-led events.

Responsibilities

  • Build and execute a sales plan to expand the financial services business in North America through co-selling, solution plays, and Azure Marketplace activation.
  • Deliver against annual recurring revenue targets by engaging partner field teams, orchestrating joint pursuits, and unlocking new financial crime sector accounts.
  • Build trusted relationships with Microsoft’s Financial Services Industry Team, Partner Development Managers, Global Partner Solutions, and Azure Sales leads.
  • Drive global systems integrator field alignment through readiness sessions and sales enablement initiatives that produce 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, track joint opportunities, measure co-sell conversion, and report weekly to leadership.
  • Coordinate with company and partner marketing teams to develop campaigns, events, and joint solution assets.
  • Champion the regional partnership internally and drive alignment across product, marketing, solutions, and executive teams.

Desired Qualifications

  • At least 5 years of experience in financial services.
  • Understanding of financial services business models, enterprise buying cycles, and transformation challenges related to financial crime compliance.
  • A strong personal network across consultancies and global systems integrator field teams.

About the Company

Sympera AI

AI-powered platform for relationship banking

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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