From Top Sales Performer to Strategic Advisor

Startups often hire great talent and build great tech. But when it comes to selling that tech into financial institutions, things slow down or stall completely.

The Challenge

There’s a gap between knowing the product and knowing how to close. Founders don't always have experience selling into regulated industries. Sales teams often default to feature dumping or chasing the wrong leads. What’s missing is a repeatable process grounded in real experience.

The Maven Approach

Before I launched Maven Advisory, I was a top-performing salesperson in fintech. I consistently hit quota, closed multi-year deals with banks and credit unions, and earned my spot in President’s Club.

Part of that success came from having sat on the other side of the table. I bought technology during my time in banking and as a channel manager at a credit union. I know how these institutions evaluate vendors, what slows down decision-making, and what makes a solution stand out.

I sold enterprise deals in a space where cycles are long, buyers are skeptical, and compliance is non-negotiable. I’ve been in the weeds of RFPs, budget objections, security reviews, and legal redlines and I still closed.

That’s the mindset and methodology I bring to the founders I work with. Real GTM strategies based on experience, not guesswork.

What I help founders do:

01.

Build a sales process that mirrors how financial institutions actually buy

02.

Write messaging that opens doors and gets meetings

03.

Confidently run discovery and navigate objections

04.

Track and forecast pipeline like an operator, not a dreamer

05.

Close cleaner, faster deals without leaving money on the table

The Outcome

Founders I work with gain the confidence and structure they need to turn interest into revenue. They stop relying on cold luck or warm intros. Instead, they run a sales process that is smart, steady, and built to scale.

Clients have:

Closed six-figure deals with target banks and credit unions

Converted early traction into repeatable pipeline

Shortened time to close by leading with the right message

Built investor confidence by proving they can sell

Travis O’Leary
Director of Sales & Business Development, Personetics

Having worked with Angi over the years, I have come to appreciate her attention to detail and candid feedback. Angi’s ability to understand the business, compare the market opportunity, and build a strategy merging the two is what has lead Angi to have a successful career at multiple companies.