ORS Partners

Director, Sales

Job Locations US-Remote
Posted Date 4 months ago(8/5/2021 1:38 PM)
Job ID
# of Openings
Sales / Business Development
Regular Full-Time


An early pioneer in Banking as a Service (BaaS), BM Technologies is the platform behind some of the biggest names in fintech banking today. Over the years, we have worked with amazing clients like T-Mobile, Array, nearly eight hundred universities across the US, and many others to launch next-generation financial services that are redefining banking for millions of everyday Americans nationwide.


What We’re Looking For


The Director, Sales will work closely with our sales team to help them move their prospects through the sales process. You are responsible for developing net new direct business and co-managing net new pipeline generated with partners in the Banking as a Service Program on the BMTX BaaS team. The primary focus will be on larger established fintech and AltFI brands looking to offer comprehensive banking services including savings accounts, spend accounts, and card programs.


  • Coordinate execution with key internal stakeholders to support the prospect/ customer’s needs throughout the sales process.
  • Coordinate prospect calls
  • Provide prospects with sales materials including MNDAs, presentations, applications, and questionnaires
  • Recognize and understand prospect needs via detailed discovery meetings
  • Quickly assess program maturity, potential upside, potential risk factors, and addressable market to determine viability and fit with Brands Program
  • Coordinate complex selling process with provider partners and prospects
  • Participate in marketing events and trade shows
  • Create, maintain, and deliver on strategic territory management plan
  • Prepare presentations and demonstrations of BMTX’s BaaS portfolio
  • Negotiate and close multi-party contracts in an established process
  • Understand and manage tangential impact of multiple financial variables inside a single deal
  • Maintain relationships with existing customers, prospects, and partner vendors
  • Prepare and manage sales pipelines and accurate forecast reports


  • 10+ years previous related financial technology sales experience, focusing on payments and card programs (prepaid, debit, credit)
  • Deep understanding of card issuance, fee structures, networks
  • Track record of consistently exceeding quotas
  • Understanding of, and successful experience with, complex sales process
  • Strong sales, presentation, negotiation, and closing skills
  • Effective verbal and written communication skills
  • Ability and willingness to travel; variable amounts that can exceed 60% at times
  • Ability to work from a home office, if applicable
  • Ability to work well in a cross-functional team environment and communicate effectively up to executive level


BM Technologies is an Equal Opportunity Employer. BM Technologies does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.


By submitting your application, you give BM Technologies permission to email, call, or text you using the contact details provided. We will only contact you with job related information


This position can sit in Philadelphia, PA or remote.


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