Imirsy Trejos
Account Executive @Finsync
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WORK HISTORY
Account Executive @Finsync
LA, US
At FINSYNC, I led full-cycle sales and account growth for a national client base of small to mid-sized businesses, financial institutions, and community organizations. My role combined prospecting, solution selling, onboarding, and long-term client success, all focused on helping organizations simplify operations through financial technology.I worked closely with decision-makers to align the platform with their goals, delivered targeted product demos, and supported successful adoption through training and follow-up. Whether onboarding direct clients or supporting those referred through partnerships, my focus remained on driving value, building trust, and creating lasting relationships.Key Highlights:• Guided clients from first contact through activation and expansion, combining consultative discovery with hands-on support• Delivered live demos and workshops to showcase how the platform supports payments, payroll, cash flow, and financial clarity• Strengthened partner engagement by serving as a trusted advisor to community-based organizations and their business clients• Collaborated across departments to solve onboarding challenges and improve platform experiences for new users
EDUCATION
Louisiana State University
Marketing
ABOUT IMIRSY TREJOS
I’m a SaaS and fintech professional with extensive experience helping businesses and…
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