ServiceTitan→
Fintech Solutions Associate at ServiceTitan in Remote
Entry LevelRemoteFull-timeRemote$59k–$79k/yr
Skills
salesforce proficiencyfintech knowledgesales coordination experiencedata analysis skillsfollow-through skillsorganization skills
Job Description
Summary: ServiceTitan is a company that accelerates growth for SMB and Mid-Market corporate businesses by delivering innovative financial technology products. The Fintech Solutions Associate will drive Fintech sales, manage key revenue metrics, and work closely with various teams to enhance customer engagement and adoption of Fintech products.
Responsibilities:
- Own a Fintech sales quota, driving attach, utilization, and revenue attainment across assigned SMB and Mid-Market Corporate accounts
- Prospect, qualify, and progress net-new and backbook Fintech opportunities, acting as the primary driver of early-cycle engagement
- Partner with Account Executives and Customer Success to identify whitespace, uncover customer needs, and accelerate the adoption of Fintech products
- Conduct tailored product walkthroughs and value-based discussions that highlight how Fintech solutions streamline operations and improve cash flow
- Maintain Salesforce accuracy, including opportunity creation, stage updates, forecasting, and deal documentation to ensure full pipeline visibility
- Prepare proposals, collateral, and customer-ready materials to support deal progression and improve attach outcomes
- Analyze Fintech adoption, attach rates, and pipeline performance to uncover trends and guide strategic outreach
- Support marketing and enablement initiatives, including targeted campaigns, webinars, and nurture sequences designed to accelerate conversion
- Maintain executive-level reporting and dashboards, providing leadership visibility into attainment, pipeline health, and revenue growth
Required Qualifications:
- 1–2 years of experience in sales coordination, inside sales, or SaaS sales support—preferably in a Fintech or payments environment
- Strong CRM proficiency (Salesforce preferred) with the ability to manage leads, track opportunities, and produce actionable reports
- Excellent communication, organization, and follow-through skills to support multiple sellers and customers simultaneously
- Data-driven mindset with an ability to analyze performance metrics and translate insights into sales strategies
- Genuine interest in financial technology, digital payments, and helping businesses grow through ServiceTitan's Fintech solutions
Required Skills: Salesforce proficiency, Fintech knowledge
Important Skills: Sales coordination experience, Data analysis skills
Nice-to-Have Skills: Follow-through skills, Organization skills
Benefits: Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more., Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to One Medical., Support for Titans at all stages of life: Parental leave and support, up to $20k in fertility services (i.e. IUI and IVF), surrogacy, and adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.
Benefits
Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more.
Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to One Medical.
Support for Titans at all stages of life: Parental leave and support, up to $20k in fertility services (i.e. IUI and IVF), surrogacy, and adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.