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Role description

Enterprise AI Saas Sales Lead

Scalata logoScalata
TypeFull-time
WorkplaceOn-site
SenioritySenior
LocationNew York, NY
Posted9/19/2026
Sales

Company Description
Scalata AI is an agentic AI and service company that automates the full financial lifecycle, from raw data ingestion to decision-ready analysis and reporting, with built-in compliance and security. The company serves banks, asset managers, private credit funds, servicers, and advisory, lawyers, enterprises firms by turning complex, unstructured information into clean, actionable insights in seconds, without requiring changes to existing infrastructure. Using domain-specific AI agents, generative AI, and strong data governance, Scalata AI supports underwriting, risk checks, portfolio monitoring, compliance, and performance reporting in regulated, high-stakes environments. The platform is SOC 2-ready, source-aware, and integrates with data warehouses, APIs, and internal systems, helping institutions close complex deals faster, scale high-quality analysis efficiently, and unlock new advisory and reporting products. Scalata AI is designed as a bridge from legacy workflows to production-grade generative AI in credit markets, delivering speed, precision, and compliance by design.

Role Description
This is a full-time, on-site role based in the New York City Metropolitan Area for an Enterprise AI SaaS Sales Lead. The Sales Lead will own the end-to-end enterprise sales cycle, including prospecting, qualifying, and closing new business with financial institutions and credit market participants. Daily responsibilities include generating and nurturing leads, managing a robust pipeline, conducting product demos, tailoring value propositions to executive and operational stakeholders, and negotiating commercial terms. The role also involves collaborating with product, marketing, and customer success teams to refine go-to-market strategies, provide market feedback, and ensure smooth onboarding and long-term account growth. The Enterprise AI SaaS Sales Lead will be expected to meet and exceed sales targets, build strategic relationships in the financial services ecosystem, and represent Scalata AI at industry events and client meetings.

Qualifications

  • Strong lead generation and prospecting skills, including experience identifying and engaging enterprise stakeholders in financial services.
  • Proven enterprise sales and SaaS sales capabilities, with a track record of managing complex, multi-stakeholder deals to successful close.
  • Experience in sales operations, including pipeline management, forecasting, and use of CRM tools to drive disciplined execution.
  • Account management skills, with the ability to grow existing relationships, drive renewals, and expand usage across large organizations.
  • Sales management or team leadership experience, including mentoring sales professionals and contributing to sales strategy and playbooks.
  • Familiarity with credit markets, structured finance, or financial technology solutions; prior experience selling into banks, asset managers, or private credit funds is highly beneficial.
  • Excellent communication, negotiation, and presentation abilities, with comfort engaging C-level and senior decision-makers.

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Company info

Scalata logo

Scalata

At Scalata, our vision is to democratize investment data using generative AI to empower credit decision making. By making credit more accessible and efficient through generative AI, we aim to drive global economic growth, foster financial inclusion, and create a positive ripple effect that empowers businesses, communities, and economies worldwide. Scalata is an AI-driven finance automation platform that automates the entire credit lifecycle—from data ingestion to decision-making for the credit industry. Unlike other tools, Scalata empowers teams with custom workflow automation WITHOUT compromising scale - dramatically reducing time spent on complex tasks and enabling faster, more intelligent decisions that enhance the bottom line. With adaptive AI models and end-to-end workflow automation, Scalata transforms how businesses handle data, unlocking efficiency and smarter outcomes. We stand for: - Responsible AI - Personalization - Autonomy We stand against: - Outdated + Dysfunctional

AI-product
HQNew York, US
Unlock human wisdom
ThesisTermsPrivacy
Size
9 employees
IndustryTechnology, Information and Internet
Tech stackretargeting, unity-3d, golang, ability-lms, amazon-web-services, normative, apache-airflow, informatica, langchain, google-cloud-platform

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