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Strategic Engagements Executive, Banking & Finance

Monks
Los Angeles, United StatesRemotefull_timeVerifiedPosted 6 Nov 2025

About the role

Please note that we will never request payment or bank account information at any stage of the recruitment process. As we continue to grow our teams, we urge you to be cautious of fraudulent job postings or recruitment activities that misuse our company name and information. Please protect your personal information during any recruitment process. While Monks may contact potential candidates via LinkedIn, all applications must be submitted through our official website (monks.com/careers).

About the Role

As a Strategic Engagements Partner Banking & Finance, you'll act as a trusted advisor to clients, identifying business opportunities, qualifying them, and driving value-based sales engagements. This role focuses on business development, opportunity qualification, and articulating the impact of solutions on business outcomes.

Responsibilities:

  • Outbound sales motions to develop new client opportunities, which are defined as new clients, new buyers or new services.
  • Develop a territory of clients aligned to a specific industry or portfolio of service offerings.
  • Develop and nurture relationships with key stakeholders to understand business challenges and opportunities within industry-aligned or service-aligned portfolios.
  • Develop client opportunity briefs that identify opportunities to position services within a client’s ecosystem through research, networking and industry liaising.
  • Qualify sales opportunities based on client needs, strategic fit, and revenue potential, and develop leads through our 8 stage sales process.
  • Engage in channel partnership sales with AWS, GCP, OCI, and Nvidia.
  • Articulate the business value of solutions, aligning offerings with client objectives and market trends.
  • Negotiate strategic elements of the opportunity that align to the commercial targets for the products and solutions.
  • Successfully close deals and hand off to our delivery partners
  • Collaborate with internal teams to develop tailored proposals and drive client success.

 

About You

The essentials:

  • Bachelor's degree in Business, Sales, or a related field.
  • Technical certifications in relevant technology stacks (AWS/GCP/OCI/Nvidia)
  • 4+ years of experience in successful sales, business development, or client solutions where a forecast was achieved of greater than 80%.
  • Proven track record in driving revenue growth and building client relationships and repeat customers and referrals.
  • Previous experience with collaboration technology like Miro, Figma, Google Slides.
  • Previous experience with business development tools like Zoom Info, Linked in Sales Navigator, Gartner, Forester etc.
  • Previous SaaS CRM software experience with SFDC.
  • Previous competencies in Custom Software, SaaS Integration, SaaS Customization, Cloud Migration, Data and Automation preferred.
  • Strong business acumen and consultative selling skills.
  • Experience in opportunity qualification and value-based selling.
  • Relationship-building and stakeholder management expertise.
  • Negotiation skills and deal closing. 

Not a must, but a plus:

  • Excellent communication skills and the ability to use AI powered assistants for creation of content like GPT’s or Copilots.
  • Ability to assess client needs and translate them into actionable sales strategies.

At.Monks, we believe in fostering an environment where a diversity of perspectives can thrive. We proactively work to design hiring processes that promote equity and inclusion while mitigating bias. We celebrate diversity and are committed to building a team that reflects the communities we serve. We welcome and encourage qualified applicants, from all backgrounds, who are excited to contribute to our mission.  

Salary: $150-170k. 

.Monks has provided a compensation range that represents its good faith estimate of what Media.Monks may pay for the position at the time of posting. .Monks may ultimately pay more or less than the posted compensation range. The salary offered to the selected candidate will be determined based on job-related factors, but not based on a candidate’s sex or any other protected status.

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Monks

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