Digital Onboarding, Inc.

Role Description As a Senior Account Executive, you'll be responsible for driving new business growth by partnering with banks and credit unions to modernize how they engage account holders. You'll manage complex sales cycles, build relationships with senior decision-makers, and help financial institutions realize the value of Digital Onboarding's platform. You'll play a key role in expanding our customer base while representing Digital Onboarding with professionalism, curiosity, and a customer-first mindset. What You'll Do - Drive Enterprise Growth - Own a territory and drive net new business with banks and credit unions. - Lead complex, multi-stakeholder sales cycles from initial outreach through signed agreement, managing deal momentum across business, technology, operations, and executive stakeholders. - Build and execute strategic territory plans that identify and prioritize high-value opportunities. - Consistently achieve sales goals while maintaining a healthy pipeline and accurate forecast. - Maintain a disciplined sales process using Salesforce, Gong, and other sales tools. - Lead Strategic Customer Conversations - Conduct thoughtful discovery and executive-level presentations that connect Digital Onboarding's platform to customer goals around growth, engagement, retention, and digital transformation. - Build compelling business cases that clearly communicate value and return on investment across multiple stakeholders. - Navigate procurement, security, legal, and compliance processes common within financial institutions. - Build Strong Customer Relationships - Develop relationships with decision-makers and key stakeholders throughout the buying process. - Partner closely with Customer Success to ensure a seamless transition after the sale and position customers for long-term success. - Share customer feedback and market insights with Product and Marketing to help inform future product development and go-to-market strategy. - Contribute to the Team - Share best practices, successful sales strategies, and customer insights with teammates. - Help improve sales playbooks and processes based on what you're seeing in the market. - Stay current on fintech trends, competitive offerings, and the evolving needs of banks and credit unions. Qualifications - 6+ years of SaaS sales experience with a consistent track record of meeting or exceeding sales goals. - Experience managing complex, multi-stakeholder sales cycles. - Experience selling into banks, credit unions, or other regulated industries is strongly preferred. - Confidence building relationships with executive-level buyers and leading strategic business conversations. - Experience using Salesforce, Gong, and modern sales tools to manage pipeline and forecast. - Exceptional written and verbal communication skills. - A structured, consultative approach to selling. Requirements - Experience with sales methodologies such as MEDDIC, Challenger, SPICED, or similar frameworks. - Familiarity with digital engagement, marketing automation, or customer lifecycle management platforms. - Experience working with bank technology ecosystems, digital banking platforms, core systems, or other financial technology solutions. Benefits - Fully remote, work from anywhere in the continental US. - Unlimited, flexible PTO. - Generous healthcare coverage plus wellness perks, including free counseling. - 401(k) retirement planning support. - A flat, low-hierarchy culture that values ideas and ability over titles.

Role Description Develop and execute a partnership strategy to identify, sign, and commercialize partnerships that help Digital Onboarding meet its revenue and profit goals. Partner closely with internal stakeholders to align partner strategy with company objectives, and use AI tools where possible to drive efficiency and sharpen decision-making. As our partner ecosystem grows, using AI and automation to speed up research, forecasting, and reporting isn't optional — it's core to how this role scales its impact and improves outcomes without adding headcount. - Build and execute a partnership strategy that drives measurable revenue growth through targeted channels and partners - Identify and sign new partners that align with company goals and strengthen the overall partner strategy - Own the partner pipeline and forecast, and report progress and risks to leadership regularly - Collaborate with Marketing, Operations, and Product to ensure partner initiatives are aligned company-wide - Support partners with proposals, presentations, and joint sales calls to help close strategic deals - Champion Digital Onboarding's mission and values across the partner team - Continuously test and refine partnership approaches to improve commercial outcomes - Use AI and other emerging tools to streamline partner research, proposal development, and pipeline management Qualifications - 8+ years of experience building and scaling strategic partnerships (or equivalent experience) - Proven track record managing a partner pipeline in Salesforce or a similar CRM - Strong communication, leadership, and problem-solving skills - Self-starter comfortable driving deadline-driven results - Practical experience using AI or productivity tools to work more efficiently and make faster, better-informed decisions Requirements - Knowledge of the banking and credit union market Benefits - Fully remote, work from anywhere in the continental US - Unlimited, flexible PTO - Generous healthcare coverage plus wellness perks, including free counseling - 401(k) retirement planning support - A flat, low-hierarchy culture that values ideas and ability over titles Company Description Digital Onboarding enables financial institutions to help people and businesses thrive by making it easier for them to stay financially organized and secure. Our digital engagement platform is designed specifically for financial service companies which makes us unique and easy-to-use from the start. We drive customer engagement and satisfaction by using a combination of highly personalized email, text and individually generated websites. We are a digital team which means we hire the best and brightest from across the country. We like working with intelligent and kind people that fight for great ideas, want to get things done, and think creatively to challenge the status quo. We are a growing company. All of our employees possess an over-the-top team approach towards achieving our goals. We operate in a dynamic industry that in turn creates a fast-paced environment; contributions are highly encouraged and recognized. The above listed responsibilities should act as a guideline of expectations for this role and is not meant to be all-encompassing. The duties and responsibilities of this position may change from time to time, at the sole discretion of Digital Onboarding. This is a full time, exempt position.

Role Description The Director of Marketing leads the marketing function for Digital Onboarding, owning strategy and directly managing the marketing team. This role exists because our growth doesn't come from paid advertising or complex lead scoring. It comes from being consistently visible as a thought leader to a buyer base we already know, and from turning an accelerating pace of product releases into clear, compelling stories that drive adoption. You'll set the strategy, manage and develop the team, and make sure everything ships consistently and on-message, drawing on support from Product, Sales, Customer Success, and our Training Manager along the way. You'll also be expected to pioneer more efficient ways of working within the team, including using AI and other emerging tools to get more done without adding headcount. Qualifications - 6-8+ years of experience in product marketing, solutions marketing, or B2B SaaS marketing, including proven experience directly managing marketing team members - Proven experience developing positioning, messaging, and GTM strategies that drive measurable outcomes - Experience supporting both pre- and post-sales marketing across the customer lifecycle - Strong content and storytelling skills, with the ability to simplify complex concepts and sustain a consistent point of view - Highly collaborative and comfortable operating with lean resources across a cross-functional organization - Practical experience using AI or productivity tools to work more efficiently and make faster, better-informed decisions Requirements - Experience marketing to banks, credit unions, or financial institutions - Experience with marketing automation platforms Company Description Digital Onboarding enables financial institutions to help people and businesses thrive by making it easier for them to stay financially organized and secure. Our digital engagement platform is designed specifically for financial service companies which makes us unique and easy-to-use from the start. We drive customer engagement and satisfaction by using a combination of highly personalized email, text and individually generated websites. We are a digital team which means we hire the best and brightest from across the country. We like working with intelligent and kind people that fight for great ideas, want to get things done, and think creatively to challenge the status quo. We are a growing company. All of our employees possess an over-the-top team approach towards achieving our goals. We operate in a dynamic industry that in turn creates a fast-paced environment; contributions are highly encouraged and recognized. The above listed responsibilities should act as a guideline of expectations for this role and is not meant to be all-encompassing. The duties and responsibilities of this position may change from time to time, at the sole discretion of Digital Onboarding. This is a full time, exempt position.

• Drive the Digital Onboarding product roadmap in alignment with company goals and customer needs • Develop a deep understanding of our customers’ needs through research, customer feedback, and data to inform product direction • Define and prioritize product requirements with clear user stories, criteria and business justification • Partner closely with our design and engineering teams to deliver solutions on time and within scope • Lead cross-functional initiatives and align various teams • Collaborate with CS and Sales to enable go-to-market readiness

• Collaborate with the Growth team to identify companies and new markets • Make calls and identify business opportunities • Perform strategic outreach and lead initial conversations • Understand the needs and challenges of prospective clients and present our solution concisely • Work in collaboration with the sales team • Record and update contact details and interaction notes in the sales system (CRM) • Track performance metrics

• Generate, qualify, and close opportunities • Manage a full sales cycle • Deliver compelling demos • Engage executives and stakeholders to create urgency

• Act as the primary point of contact for assigned customers, building and nurturing strong, trust-based relationships. • Understand customer goals, challenges, and industry trends to provide strategic guidance and best practices. • Monitor customer usage and health metrics to identify opportunities for increased adoption or early signs of churn. • Develop and execute success plans aligned with customer objectives. • Execute periodic business reviews with strategic customers. • Serve as a customer advocate, collaborating with internal teams (Product, Support, Sales) to resolve issues and enhance the customer experience. • Identify and recommend upselling or cross-selling opportunities that align with the customer's needs. • Manage contract renewals, negotiating terms and ensuring continued customer loyalty. • Collect customer feedback and insights to influence product development and improve the overall service offering.