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Financial Software Sales Jobs in California (NOW HIRING)

FIREapps

Sales Executive

San Diego, CA · On-site

Orchestrate complex sales cycles (typically 90-180 days) involving multiple stakeholders including ... Experience selling treasury management systems (TMS), ERP solutions, or financial software

Universal Audio

Senior Financial Analyst

Scotts Valley, CA · On-site +1

$110K - $137K/yr

Channel Hardware & Software Sales and Direct Online Software & Subscription Sales. You will also play a key role in standing up financial support for our new Direct-to-Consumer Online Store as we ...

Universal Audio

Senior Financial Analyst

Scotts Valley, CA · On-site

$110K - $137K/yr

Channel Hardware & Software Sales and Direct Online Software & Subscription Sales. You will also play a key role in standing up financial support for our new Direct-to-Consumer Online Store as we ...

Asure Software

Director - HCM Sales

Santa Ana, CA · On-site

$210K - $240K/yr

Asure's HCM offering includes Payroll & Tax, HR, and Time & Attendance software and HR Services ... Finance, HR etc. * Driven Achiever - You thrive on challenges and have a proven history of ...

Asure Software

HCM Sales Executive

Santa Ana, CA · On-site

$110K - $133K/yr

Asure's HCM offering includes Payroll & Tax, HR, and Time & Attendance software and HR Services ... Develop and maintain referring relationships with CPAs, Banks, Financial Advisors, and Insurance ...

Asure Software

HCM Sales Executive

Santa Ana, CA · On-site

Asures HCM offering includes Payroll & Tax, HR, and Time & Attendance software and HR Services ... Develop and maintain referring relationships with CPAs, Banks, Financial Advisors, and Insurance ...

Sage Intacct

Sales Engineer

San Jose, CA · On-site

The Sales Engineer will be responsible for evoking confidence in Intacct's functionality and ... financial software application. * Bachelors degree in computer science, finance, accounting ...

Sage Intacct

Sales Engineer

San Jose, CA

The Sales Engineer will be responsible for evoking confidence in Intacct's functionality and ... financial software application. * Bachelors degree in computer science, finance, accounting ...

Asure Software

Enterprise Sales Executive

Santa Ana, CA · On-site

$220K - $260K/yr

Asure's HCM offering includes Payroll & Tax, HR, and Time & Attendance software and HR Services ... Negotiating sound financial agreements which are win-win solutions for Asure and clients

Asure Software, Inc.

HCM Sales Executive

San Jose, CA · On-site

$110K - $133K/yr

Asure's HCM offering includes Payroll & Tax, HR, and Time & Attendance software and HR Services ... Develop and maintain referring relationships with CPAs, Banks, Financial Advisors, and Insurance ...

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All JobsFinancial Software Sales JobsFinancial Software Sales Jobs in California

Financial Software Sales information

See California salary details

$63.2K

$84.9K

$106.6K

How much do financial software sales jobs pay per year?

As of Aug 10, 2026, the average yearly pay for financial software sales in California is $84,943.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,500.00 and $92,300.00 per year, depending on experience, location, and employer.

What is a financial software sales job?

A Financial Software Sales job involves selling financial technology solutions, such as accounting software, trading platforms, or risk management systems, to businesses and financial institutions. Sales professionals identify potential clients, demonstrate product value, and negotiate contracts to close deals. They must understand both finance and software to effectively communicate how the product meets client needs. The role often involves generating leads, maintaining client relationships, and staying updated on industry trends. Strong communication, product knowledge, and sales skills are essential for success in this field.

What are the key skills and qualifications needed to thrive in financial software sales, and why are they important?

To thrive in Financial Software Sales, you need a solid foundation in sales strategies, financial industry knowledge, and an understanding of software products, often backed by a relevant degree or professional experience. Familiarity with CRM systems like Salesforce, and knowledge of financial software platforms or related certifications, can give candidates a strong advantage. Exceptional communication, relationship-building, problem-solving, and negotiation skills help top performers stand out in competitive markets. These skills are vital to effectively understand client needs, secure software deals, and build long-term partnerships in the dynamic financial technology sector.

What does a typical day look like for someone in financial software sales?

A typical day in Financial Software Sales involves reaching out to prospective clients, conducting product demonstrations, and managing ongoing relationships with existing customers. You may spend time collaborating with product specialists, customer support, and marketing teams to address client needs and tailor solutions. Regular activities include preparing proposals, negotiating contracts, and following up on leads through calls, emails, and meetings. The role is both dynamic and fast-paced, requiring adaptability and a proactive approach to achieving sales targets and helping clients solve financial challenges with the right software solutions.

What are the most commonly searched types of Financial Software Sales jobs in California? The most popular types of Financial Software Sales jobs in California are:
What are popular job titles related to Financial Software Sales jobs in California? For Financial Software Sales jobs in California, the most frequently searched job titles are:
What job categories do people searching Financial Software Sales jobs in California look for? The top searched job categories for Financial Software Sales jobs in California are:
Financial Software Sales jobs near you
Infographic showing various Financial Software Sales job openings in California as of July 2026, with employment types broken down into 100% Full Time. Highlights an 91% In-person, and 9% Remote job distribution, with an average salary of $84,943 per year, or $40.8 per hour.

Technical Sales Engineer (Solutions Engineer)

Methodic

San Francisco, CA • On-site

Full-time

Re-posted 15 days ago

Job description

Job Summary:
Methodic is a company seeking a Technical Sales Engineer (Solutions Engineer) to support their sales team in demonstrating their platform's capabilities to prospective clients. The role involves delivering customized product demonstrations, answering technical inquiries, and creating technical content to facilitate the sales process.
Responsibilities:
• Partner with sales representatives to support discovery calls and meetings, where you’ll help ask the right technical questions to uncover a prospect’s needs and challenges.
• Deliver customized product demonstrations that show how Methodic would work for a prospect’s specific use case (for example, simulating how our API integrates with their existing app or how our platform handles a certain financial workflow they care about).
• Answer detailed technical inquiries from prospective clients, which could range from security and compliance questions (like “How do you handle data encryption or GDPR?”) to integration and scalability questions (“Can your system handle X transactions per second and how would it connect to our core banking system?”).
• Create technical content to aid the sales process, such as architecture diagrams, integration guides, or sample code, to illustrate how a potential client would implement and use Methodic.
• Work with our product and engineering teams to get answers for unusual requirements or to scope out potential product customizations that a large client might request. Provide feedback to those teams about what prospects are asking for, to inform our roadmap.
• Assist in responding to RFPs or security questionnaires by providing detailed, accurate technical answers about the platform.
• Occasionally, attend industry events or conferences as the technical representative of Methodic, talking to potential customers and partners about what our platform can do.
Qualifications:
Required:
• 5+ years of experience in a technical role such as software engineering, solutions engineering, or sales engineering, with exposure to enterprise software sales cycles.
• Strong understanding of web application architecture and APIs; ability to quickly grasp how Methodic's platform works under the hood (experience with C#/.NET environments is a plus since our platform is built on that stack).
• Excellent communication and presentation skills, capable of explaining technical concepts to both technical and non-technical audiences in a clear and persuasive manner.
• A knack for problem-solving and improvisation – you can think on your feet when a prospect throws a curveball question or has a unique use case.
• Ability to write and understand code well enough to create sample scripts or pseudo-code (doesn’t have to be production-level, but should convincingly demonstrate integrations or customizations).
• Willingness to travel occasionally for in-person meetings or conferences, as required (likely a smaller part of the role, but flexibility is appreciated).
Preferred:
• Experience with fintech or financial software is highly desirable, or at least a strong interest in the space and willingness to learn about financial workflows, compliance, and systems integration in this domain.
Company:
Methodic is a software company that develops investment systems. Founded in 2018, the company is headquartered in Surry Hills, AUS, with a team of 11-50 employees. The company is currently Early Stage.

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