Account Manager (remote)

by Careers

Sandbox Banking (https://sandboxbanking.com) is looking for an exceptional Account Manager who wants to reshape financial services infrastructure by ensuring that consumers and businesses have access to fintech software within their banking institutions. We have rapidly growing revenue, customers that love our product and investment from Y Combinator (W17) and Horizon VC. We are a distributed team with employees across the United States.
Sandbox is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Product

Sandbox Banking empowers Financial Institutions and fintech vendors to quickly and safely build new integrations — our Glyue application lets anyone who can use Excel formulas connect banking systems.  Furthermore, the platform’s fine-grained authentication and permissions model provides FIs with strict control over which people/software can access particular banking data and operations. As our anchor customer success manager, you will be responsible for the overall coordination, implementation, execution and completion of data integrations projects. You will work with internal and external stakeholders to identify opportunities for process improvements as our network grows exponentially.

Who will love this job:

  • You get things done and love working in a dynamic environment with a diverse set of stakeholders.
  • You are constantly curious and thrive on tackling problems and finding solutions
    You are an excellent communicator with a knack for explaining complex technical processes concisely to non-technical audiences.
  • You are self motivated, have a bias toward action, and resiliently adapt to changes and competing demands.
  • You excel at anticipating risks and developing plans to mitigate them.
  • You are excited to bring best practices and new ideas to a dynamic organization.

The Role

We are searching for a dynamic, Account Manager candidate who is proactive and passionate about Glyue and the banks and credit unions we serve. This position also brings customer success values to the role, including:

Care: You work as a partner and advocate for your clients – balancing urgency with empathy. You are invested in the outcome – for each client, and for Sandbox Banking.

Driven: You have a strong drive to complete tasks and hit realistic deadlines created between yourself and the customer.

Respect: You will be the liaison between the customer and our internal Team and will communicate often and respectfully.

Accountable: You take ownership of mistakes and use them as motivation to improve. You build trust by leading with transparency and integrity.

You are expected to manage a portfolio of accounts and cultivate consistent growth through acting as a strategic advisor to our customers.

Our Account Manager will build long-lasting, mutually beneficial relationships with their contacts, always striving to find the products which best fit the individual needs of the customer. They also aid internal departments by collecting information, such as sales leads or testimonials, NPS scoring, assisting in the processing and analysis of client data and complaints, and identifying industry trends. They will help deliver new products and collect insights from customers’ usage of the product. A big portion of Sandbox Banking’s growth will be from understanding existing client’s needs and introducing them to new solutions that we can provide – account managers will drive this portion of growth.

Responsibilities include

  • Serve as the lead point of contact for a portfolio of customer accounts
  • Build and maintain strong, long-lasting client relationships
  • Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
  • Negotiate contracts and close agreements to maximize profits
  • Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
  • Develop new business with existing clients and/or identify areas of improvement to meet sales quotas
  • Build out & maintain an updated client plan
    • understand relevant groups and the whole organization with a path to creating relationships with them
    • gather product feedback and deliver that back into internal product group
  • Forecast and track key account metrics (e.g. NPS, quarterly sales results and annual forecasts)
  • Collaborate with sales team to identify and grow opportunities within territory
  • Assist with challenging client requests or issue escalations as needed
  • Upsell – identify & execute on revenue opportunities
  • Engage internal stakeholders as appropriate
  • Continue to build, iterate and document internal processes

Qualifications

To succeed in this position, candidates should have exceptional communication and problem-solving skills. You should be resourceful, analytical, adaptable, and organized with the ability to build rapport with clients. The candidate will have the ability to:

  • Communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level.
  • Concisely communicate complex ideas in writing & verbally.
  • Strategically grow revenue within the right product set.
  • Cultivate customer relationships grounded in trust, transparency, and mutual respect.
    Ensure a customer is set up successfully for the longevity of the partnership through creating an account plan at the time of a closed deal, facilitating orientation sessions at the time of go-live, and socializing relevant new opportunities and partnerships.
  • Monitor analytics and performance metrics to provide recommendations on actions the customer can take to better utilize Glyue  to achieve value.
  • Your customers have a good experience (NPS), realize value (customer health score), and renew their contract (retention).
  • You’ve built successful relationships with customers, grounded in trust.

Prior experience includes –

  • Proven work experience as an Account Manager, Customer Success Manager, Sales Account Manager, or similar role carrying quota
  • 2+ years of client-facing experience,
    Understanding and experience in banking: whether at a bank, credit union, or selling into one
  • Solid experience with CRM software (e.g. Salesforce, Zoho CRM or HubSpot) and MS Office (particularly MS Excel)
  • Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
    Excellent listening, negotiation and presentation abilities
  • Strong verbal and written communication skills

Experience in the following areas will be considered a bonus:

  • Early-stage startups
  • Remote work
  • Consulting
  • SaaS products, including tools like
  • Smartsheets
  • Information security and regulatory compliance
  • Salesforce, Fiserv, FIS or Jack Henry core banking systems

Traits that will see the candidate succeed within our culture are:

  • intellectual curiosity
  • confident humility
  • comfortability, if not thriving, in fluid & ambiguous environment
  • proactivity – dealing with and resolving client related issues
  • ability to be laser-focused when there are many things going on
  • have a good sense of humor….we all need it!

Compensation

Salary will be competitive for our stage of company, and the role includes a variable compensation package and stock option package that provides upside.  It’s important to us that our early employees win if the company succeeds.  Sandbox Banking  offers a carefully curated selection of wellness benefits to our employees including Medical, Dental and Vision Benefits and a 401k program with company contributions.

Compensation range for the position is $110,000 – 120,000 US Dollars annually.

Next Steps

Please email resumes, CVs, and other relevant materials to hiring@sandboxbanking.com along with a brief description of why you’re interested in the role.

Back to Careers

Support Engineer

by Careers

Sandbox Banking is looking for an exceptional Support Engineer who wants to reshape financial services infrastructure by ensuring that consumers and businesses have access to fintech software within their banking institutions. We have rapidly growing revenue, customers that love our product and investment from Y Combinator (W17) and Horizon VC. We are a distributed team with employees across the United States.

Sandbox is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Product

Sandbox Banking provides financial institutions (FIs) a better way to integrate fintech software with their existing systems through our low-code fintech integration builder – Glyue.

North American regional/community banks and credit unions are overhauling the digital experiences they deliver to customers. Increasingly, they solve this challenge by sourcing software from fintechs — companies that specialize in building and operating financial services software. The fintechs can be existing vendors like FIS, Fiserv or Salesforce, newer entrants like nCino, Five9 or Snowflake, and many that are at an earlier stage. Unfortunately, distributing new software to FIs has historically been a long and painful process because of data security and system integration hurdles.

Sandbox empowers FIs and vendors to quickly and safely build new fintech integrations — our Glyue tool lets anyone who can use Excel formulas participate in connecting banking systems. Think ‘Turbotax for banking integration’. Furthermore, the platform’s fine-grained authentication and permissions model provides FIs with strict control over which people/software can access particular banking data and operations.

FIs and fintechs love the platform. FIs are able to quickly and cost-effectively leverage cutting-edge solutions without compromising on integration; fintechs don’t need to spend time and money on activities outside of core product development and distribution.

Why Work at Sandbox?

  • Small team that is growing fast— your impact will quickly be meaningful.
  • Teammates who are smart, curious, and driven to succeed. You will always be learning.
  • You’ll be joining a rocketship company with rapid revenue growth, a significant client base (80+ banks and credit unions), enterprise fintech partners (nCino, Blend, Upstart, every publicly traded core provider in N.America), prestigious investors (e.g. Y Combinator, SixThirty, Horizon VC), and great unit economics. There are a myriad of benefits to working for a company that wins.
  • Ownership of problems from start to finish.
  • Significant customer interaction.
  • Your ideas and opinions about the product will matter.
  • Everyone in our company contributes to our product roadmap.
  • You’ll learn skills and technologies useful to your broader professional development.
  • Remote-first organization that provides geographic flexibility (although all employees must live within the US).
  • Competitive Base Salary and variable compensation package.
  • You’ll watch your work transform an entire industry

What You’ll Do

  • Interact directly with clients to provide expert-level support for Glyue platform
  • Diagnose and resolve technical issues and provide guidance to clients
  • Utilize Python to develop custom solutions and enhance support efficiency
  • Create, organize, and maintain documentation, making it easily accessible for other support team members and clients.

Qualifications

  • Natural problem solver who enjoys researching, understanding and fixing technical problems.
  • Extreme empathy for technology users, dedicated to making the customer happy.
  • Comfortable operating in an ambiguous environment.
  • Motivated to educate users on product features with a focus on self-sufficiency.
  • Committed to documenting repeatable solutions for use internally and externally.
  • Attention to detail with an emphasis on seeing a resolution through to completion.
  • Ability to prioritize a queue of issues based on urgency.

Requirements

  • 2+ years of experience in supporting a technical SAAS product.
  • Attention to detail as it relates to creating documentation, tracking errors and managing/troubleshooting client installations.
  • Excellent communication skills, both written and verbal, with the ability to effectively communicate technical concepts to non-technical individuals.
  • Ability to work under pressure and handle multiple priorities in a fast-paced environment.
  • Conceptual understanding of APIs and Middleware (REST, SOAP, gRPC).
  • Professional experience with Jira or a similar ticketing system.
  • Professional experience with Python or a similar scripting language.
  • Professional experience with Salesforce or a similar CRM system.
  • Professional experience with Confluence or a similar document management system.

Bonus Experience

  • Startup or early stage company exposure.
  • Banking/Finance/FinTech exposure.
  • Banking core (Fiserv, FIS, Jack Henry) exposure.
  • Software integration and/or data engineering exposure.
  • Information security and regulatory compliance exposure.

Logistical Requirements

  • Ability to travel for one week, twice per year to an all-hands onsite.
  • Legal authorization to work for Sandbox Banking. NOTE: We are unable to sponsor work visas at this time.

Next Steps

Please email resumes, CVs, and other relevant materials to hiring@sandboxbanking.com along with a brief description of why you’re interested in the role.

Back to Careers

Technical Product Manager

by Careers

Sandbox Banking is looking for an exceptional Technical Product Manager to help us build an integration platform that empowers banks to accelerate their digital transformation projects.

We have rapidly growing revenue, customers that love our product, and investment from good firms like Y Combinator (W17), SixThirty, Forum Ventures, and HorizonVC. We are a distributed team with employees across the United States.

Sandbox is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. This role is a great opportunity for an experienced product manager possessing impeccable skills at communication (in the forms of writing, speech, and visualization), organization, data analysis, and creative problem solving.

Product

Sandbox Banking provides a platform called Glyue – a low-code iPaaS used by banks and credit unions to quickly connect their systems.

North American regional/community banks and credit unions are transforming the digital experiences they deliver to customers. Increasingly, they solve this challenge by sourcing software from fintechs, which are companies that specialize in building and operating financial services software. The fintechs can be incumbent vendors (e.g. FIS, Fiserv, Salesforce), newer market disruptors (e.g. nCino, Five9, Snowflake), or even early-stage providers with fewer than a handful of customers. Unfortunately, distributing new software to banks has historically been a long and painful process due system integration and data security hurdles.

Become a subject matter expert (SME)empowering banks and their vendors to quickly and safely build integrations! Our platform (Glyue) allows anyone who can use Excel formulas to connect banking systems, thereby enabling subject matter experts (including both developers and non-developers) to contribute directly to integration construction. The platform saves customers massive time by shipping with pre-built system adapters and solution templates (i.e. integration logic) relevant to the business processes that banks actually want to automate. Furthermore, the platform’s fine-grained authentication and permissions model provides banks with strict control over which people/software can access particular system data and operations.

Banks and fintechs love the platform. Banks are able to quickly and cost-effectively leverage cutting-edge solutions without compromising on integration; fintechs don’t need to spend time and money on activities outside of core product development and distribution.

Why Work at Sandbox?

  • Small team that is growing fast – your impact will quickly be meaningful.
  • Teammates who are smart, curious, and driven to succeed. You will always be learning.
  • You’ll be joining a company with rapid revenue growth, a significant client base (85+ banks and credit unions), enterprise fintech partners (nCino, Blend, Upstart, every publicly traded core processor provider in North America), good investors (e.g. Y Combinator, SixThirty, Forum Ventures, Horizon VC), and great unit economics. There are a myriad of benefits to working for a company that wins.
  • Ownership of problems from start to finish.
  • Significant impact on the direction of the product. Everybody in the company contributes ideas to the product backlog, but you’ll have influence over the merging, division, recombination, and synthesis of the ideas. You’ll refine ideas into user stories, and ultimately help decide development sprint priorities.
  • Your ideas and opinions about the product will matter. Everyone in our company contributes to our product roadmap.
  • You will acquire useful knowledge of markets, users, technologies as well as hone all aspects of your product management skills (since there will be no other professional product manager to start).
  • Remote-first organization that provides geographic flexibility (although all employees must live within the US).
  • Competitive base salary and benefits package.
  • Your work will transform the banking industry and vastly improve outcomes for customers and partners.

About the Role

We are seeking a Technical Product Manager to join our team at Sandbox Banking to help accelerate improvement of our Glyue platform and deliver additional value to the market. As the company’s first product management hire, you will work directly with its founders to meaningfully contribute to ALL fundamental steps necessary to deliver a great product: (a) identifying and deeply understanding value creation opportunities for our users, customers, and market, (b) determining the correct functionality to build, (c) ensuring the functionality is built correctly and efficiently, (d) ensuring the functionality is disseminated to our base of users and customers, (e) ensuring key information is appropriately disseminated and memorialized via documentation, internal training, external training, and marketing, and (f) capturing/analyzing both feedback and data from users regarding new features to inform future decisions.

Success will require extreme attention to detail alongside big-picture thinking; it will require both creativity and disciplined process adherence. The right candidate will hold themselves accountable for ensuring Glyue delivers on its promise as a Whole Product for our banking customers and partners (not just a functional SaaS integration platform).

No single person will be able to succeed at Sandbox Banking’s current scale by doing all the work themselves! Success will require extreme competency and ownership of cross-functional collaboration across the company’s executive, marketing, partnership management, sales, account management, implementation project management, support, and engineering teams. Furthermore, engagement with external stakeholders (i.e. customers, users, prospects, partners, and industry analysts) will also be critical to success. To excel, the candidate must possess or acquire a deep understanding of the competitive landscape, spanning from strategic positioning to functional capabilities. The candidate will be expected to leverage both internal and external interaction to help define the product roadmap, articulate our competitive advantages, and convey Sandbox Banking’s vision for Glyue.

The Technical Product Manager will report directly to Skye Isard (Co-Founder and CTO). The role will not possess people management responsibility to start, but there may be opportunities for the product manager to assume such duties in the future depending on their aptitudes and Sandbox Banking’s needs.

Responsibilities

  • Continuously groom the product backlog by effectively combining, dividing, and refining ideas into effective user stories
  • Contribute to the prioritization of stories for upcoming product sprints
  • Develop multi-month product roadmaps that reflect alignment with current strategic goals
  • Strategize market growth by developing market requirement documents (MRDs) defining key market opportunities and product strategy
  • Maintain a comprehensive understanding of the competitive landscape through thorough product analyses
  • Evolve and expand the product vision, strategy, and roadmap to stay ahead in the market
  • Improve our existing product management processes via refinement, extension, and disciplined execution
  • Collaborate with internal teams to better understand client needs and insights for product roadmap
  • Educate internal teams about effective product management and their respective contributions to its effective execution
  • Gather feedback directly from customers to drive product improvements
  • Conduct effective user observation and UX testing sessions to identify usability problems
  • Analyze product usage data to derive insights and determine next product development steps
  • Become a subject matter expert (SME) on our Glyue platform, fully understanding capabilities and requirements, to help create detailed product requirements documents (PRDs) and produce a variety of product collateral and sales tools, including (but not limited to) white papers, blogs, how-to videos, and demos. The right candidate will themselves become a Glyue “power user” who is deeply familiar with its features
  • Work alongside engineering teams to secure appropriate investments and ensure execution in line with the product strategy
  • Serve as a conduit to marketing to ensure team possesses all necessary product-oriented information and content
  • Further develop comprehensive user personas and apply them effectively within our product management process
  • Author and deliver documentation and training to internal teams and external customers/users as usefulAuthor and execute well-constructed technical project plans necessary to activate or leverage new features across our fleet of customer environments or deliver value to specific strategic customers
  • Represent Sandbox Banking as an authoritative expert within user groups, webinars, customer summits, industry events, and corporate gatherings
  • Join sales meetings with prospective partners and customers to articulate the value of our product/offering in a compelling manner

Qualifications

  • 3-5 years related experience product management experience in a software-as-a-service (SaaS) company
  • Proficiency in Python programming. NOTE: This might seem like an unusual requirement for a product manager, but Python is the formula language of Glyue and is leveraged to great extent by the product’s power users. Furthermore, traditional software developers are one of key user persona that Glyue must empower
  • Familiarity with agile development principles and methodologies
  • Excellent written and oral communication skills in a business environment, along with a proven ability to prioritize, organize and deliver on commitments
  • Innovative and creative problem solver
  • Experience working at an early stage startup at our approximate scale
  • Enthusiastic and passionate about optimizing product strategy
  • Ability to quickly synthesize ideas, information, and options into a strategy, plan, or response and effectively communicate it

Nice to Haves

  • Experience building platforms/frameworks/tools for software developers, experience building software for banks or credit unions, formal education in product management (e.g. certifications), MBA, or people management experience
  • Computer Science degree or 3+ years as a working Software Engineer

Compensation

Compensation is commensurate with experience. Sandbox Banking offers a compensation package including of salary, variable compensation and stock options as well as a competitive benefits package for this position.

Compensation range for the position is $145,000-155,000 US Dollars annually.

Next Steps

Please email resumes, CVs, and other relevant materials to hiring@sandboxbanking.com along with a brief description of why you’re interested in the role.

Back to Careers

Director of Marketing

by Careers

ABOUT Sandbox Banking

Sandbox Banking provides financial institutions (FIs) a better way to integrate fintech software with their existing systems through our low-code banking integration builder – Glyue.

North American regional/community banks and credit unions are transforming the digital experiences they deliver to customers. Increasingly, they solve this challenge by sourcing software from fintechs — companies that specialize in building and operating financial services software. The fintechs can be existing vendors like FIS, Fiserv or Salesforce, newer entrants like nCino, Five9 or Snowflake, and many that are at an earlier stage. Unfortunately, distributing new software to FIs has historically been a long and painful process because of data security and system integration hurdles.

Sandbox Banking empowers FIs and vendors to quickly and safely build integrations — Glyue lets anyone who can use Excel formulas participate in connecting banking systems making it a multiplayer exercise. Think ‘Turbotax for banking integration’. Furthermore, the platform’s fine-grained authentication and permissions model provides FIs with strict control over which people/software can access particular banking data and operations.

FIs and fintechs love the platform. FIs are able to quickly and cost-effectively leverage cutting-edge solutions without compromising on integration; fintechs don’t need to spend time and money on activities outside of core product development and distribution.

Why Work at Sandbox?

  • Small team that is growing fast— your impact will quickly be meaningful.
  • Teammates who are smart, curious, and driven to succeed. You will always be learning.
  • You’ll be joining a rocketship company with rapid revenue growth, a significant client base
    (80+ banks and credit unions), enterprise fintech partners (nCino, Blend, Upstart, every
    publicly traded core provider in N.America), prestigious investors (e.g. Y Combinator,
    SixThirty, Horizon VC), and great unit economics. There are a myriad of benefits to working
    for a company that wins.
  • Ownership of problems from start to finish
    Your ideas and opinions about the product will matter. Everyone in our company contributes
    to our product roadmap.
  • You will learn skills and technologies useful to your broader professional development
  • Remote-first organization that provides geographic flexibility (although all employees must
    live within the US)
  • Competitive Base Salary and benefits package
  • You will watch your work transform an entire industry

About The Role

Sandbox Banking is seeking a highly skilled and experienced Director of Marketing. As the Director of Marketing, you will be responsible for leading our marketing efforts and driving demand generation for our product: Glyue.

You will oversee and lead various marketing functions, including content creation, brand management and cross-channel communications. You will play a crucial role in driving our company’s growth and ensuring that our brand remains competitive in the market. If you are a strategic thinker, results-oriented, and have a passion for building and leading high-performing marketing teams from the earliest stages, we would love to hear from you.

RESPONSIBILITIES:

Product Marketing:

  • Develop and execute a comprehensive product marketing strategy that positions Glyue as an industry leader for integrations with financial institutions 
  • Develop and execute comprehensive GTM strategies for Glyue product and future updates 
  • Define and refine the value proposition, messaging, and positioning of Glyue 
  • Collaborate with cross-functional teams to create compelling product-focused content, including product guides, case studies, and webinars 
  • Work closely with Partnerships and Account Management teams to leverage Sandbox Banking’s network of fintech and financial institution relationships, showcasing our current partners and maximizing our capabilities in fintech landscape
  • Develop comprehensive sales guides and playbooks that provide sales teams with the necessary tools and resources to effectively communicate our product’s value proposition 
  • Ensure that all sales collateral is up-to-date, consistent, and readily accessible to the sales team 
  • Develop tailored value propositions for each customer segment to address their unique needs and pain points 
  • Establish feedback loops with early customers to gather insights into their experiences, challenges, and expectations

Marketing Strategy:

  • Identify target market segments and develop effective marketing campaigns to generate qualified leads; 
  • Collaborate with the sales, account management and partnerships teams to align marketing efforts with company objectives 
  • Lead the development and execution of a comprehensive content marketing strategy; 
  • Collaborate with subject matter experts and internal stakeholders to develop thought leadership content that resonates with target audiences. 
  • Create engaging and informative content, including blog posts, whitepapers, case studies, videos, and infographics;
  • Manage social media accounts, create compelling content, and coordinate social media advertising campaigns; 
  • Develop and maintain the company’s brand strategy and ensure brand consistency across all marketing channels; 
  • Monitor brand perception, conduct market research, and make recommendations to enhance the brand’s positioning and reputation.
  • Lead the analysis and interpretation of cross channel marketing data, providing actionable insights and recommendations to optimize marketing campaigns, customer segmentation, targeting strategies, and overall marketing performance;
  • Collaborate with internal teams to identify key performance indicators (KPIs) and establish benchmarks to evaluate the success of marketing initiatives across channels;
  • Drive the design and implementation of advanced analytical models, predictive analytics,  and attribution models to measure the contribution of each marketing channel and optimize resource allocation.

POSITION REQUIREMENTS/QUALIFICATIONS:

  • Bachelor’s degree (or 4 additional years of experience in lieu of) in marketing, business administration, or a related field; 
  • Experience in a senior marketing leadership role within a FinTech or Financial Services organization
  • In-depth knowledge of demand generation strategies, digital marketing channels, social media platforms, and content marketing best practices; 
  • Experience leading a b2b product company through growth, helping to achieve strong growth targets (How to take a 4M company to the next level); 
  • Strong analytical skills and the ability to track, measure, and report on marketing campaign performance; 
  • Exceptional communication and presentation skills, with the ability to effectively convey complex concepts to diverse audiences; 
  • Creative thinking and the ability to develop innovative marketing initiatives that align with business objectives; 
  • Strong project management skills with the ability to manage multiple initiatives simultaneously; 
  • Ability to do the groundwork and eventually build a team to support marketing efforts as well as manage outsourced resources. 
  • Ability to manage marketing agencies – both full-stack and specialists
  • Conference management experience is a plus.

Compensation

Compensation is commensurate with experience. Sandbox Banking offers a compensation package including of salary, variable compensation and stock options as well as a competitive benefits package for this position.

Compensation range for the position is $115,000-130,000 US Dollars annually.

Next Steps

Please email resumes, CVs, and other relevant materials to hiring@sandboxbanking.com along with a brief description of why you’re interested in the role.

Back to Careers