Senior Account Executive, True Link Financial
Nonprofit / Social Services
Financial solutions for caregivers and people with complex needs
Be an early applicant
Financial solutions for caregivers and people with complex needs
21-100 employees
Be an early applicant
21-100 employees
Company mission
To provide their customers a life-changing solution to some of the most deeply personal, important problems in their lives.
Role
Who you are
- 5-10 years of experience in a quota-carrying sales or business development role, requiring strong prospecting, qualifying, and closing skills
- A skilled and ambitious sales professional that has abundant experience with cold outreach, organizational research, engaging across the hierarchy of larger organizations, and generating and distilling customer insights
- Have experience engaging large organizations and building relationships with stakeholders across the organization (e.g., executives, finance team, operations)
- Energized by growing a customer segment alongside the BizOps and go-to-market teams, including learning continuously and refining a compelling pitch
- Value team collaboration, sharing ideas and insights, and bringing in other team members to help close the deal
- Experience in financial services, and experience working with the nonprofit or social services sector is a plus, but not required
- If you are a high-performing person who wants to join a diverse, inclusive team and use your skills to make a real impact in people’s lives, we invite you to apply to join our team
What the job involves
- We’re looking for someone to engage larger nonprofit and government organizations that could benefit from our product
- The ideal candidate is energized by exploring new customer segments, speaking to them to build relationships and understand their needs, cold outbounding to build our brand awareness in the space, and being thoughtful and creative to secure sales and partnerships that unlock a meaningful new growth channel for our flagship card solution
- Work with True Link’s go-to-market team to effectively sell the True Link Visa Card and software platform to large nonprofits and government organizations we serve
- Deepen your understanding of these organizations’ needs by engaging with current and prospective clients—through meetings, conferences, and other interactions. (Experience working with nonprofits or social services organizations is a plus)
- Collaborate with the go-to-market team to identify, evaluate, and prioritize leads, focusing on organizations whose needs we can best meet with our products and services
- Drive full sales lifecycle from prospecting through to closing deals with organizations that use our cards
- Partner with Marketing to build top-of-funnel demand, while also providing feedback that helps tailor product offerings to the needs of this market
- Help develop and refine sales enablement resources in collaboration with cross-functional teams, so you and other sales team members can engage prospects effectively
- Provide coaching to sales team members as appropriate, sharing best practices, insights, and feedback to foster a cohesive and high-performing sales organization
- You’ll be joining a high-performing team at a magical time: We've hit profitability and over 150,000 users with a small-but-impressive team. This is an exciting time to join and to continue shaping how we grow from here
Our take
When co-founder Kai Stinchcombe’s grandparent was the victim of financial fraud, he wanted to find a way to help. What was born was True Link Financial, whose aim is to provide ethical and dignified solutions for those too vulnerable to independently manage their money.
True Link’s focus is on supporting three main vulnerable groups: the elderly, disabled people, and those recovering from addiction. It offers both pre-paid Visa cards and investment management, with monitoring and controls for the people who care for them.
It isn’t the only service of its kind, but competitors like EverSafe and Carefull focus almost exclusively on support of the elderly, so True Link’s wider focus on a range of vulnerable groups marks it out from the crowd. Its focus now is on widening the range of services it offers to its clients, with life insurance and credit-based services on the way.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 4 rounds)
Jul 2020
$35m
SERIES B
Oct 2017
$8m
SERIES A
Total funding: $50m
Company benefits
- Health, Dental & Vision coverage
- Your very own professional development budget
- An awesome vacation package
- Our offices are dog-friendly and filled with snacks and catered lunch
Company values
- Humility: We engage with others from a place of self-awareness, respect, and compassion
- Inclusion: We strive to make True Link a continuously more welcoming and more just community.
- Caring: We care about the people we serve, and about each other
- Ambition: We are passionate about serving the eleven million people who need our services.
- Excellence: We hold ourselves to high standards, individually and collectively
Company HQ
Financial District, San Francisco, CA
Articles
Leadership
Claire McDonnell
(President)Prior to True Link, they were of Co-founder of Awardly and a Consultant at The Bridgespan Group.
Kai Stinchcombe
(CEO)Previously Head of Risk and Data Science at LendUp. They also founded Strategic Districts, Aktana and the Roosevelt Institution.
Share this job