About the Role
This position focuses on generating new sales opportunities by connecting with prospective customers, qualifying leads, and setting up meetings for the sales team. Success depends on strong communication, organization, and follow-up skills.
Responsibilities
- Initiate contact with potential clients through phone calls, emails, and social outreach
- Identify customer needs and decision-making criteria
- Qualify leads based on defined business criteria
- Schedule discovery meetings for the sales team
- Maintain accurate records of all customer interactions
- Follow up consistently with prospects according to process guidelines
- Collaborate with account executives to refine targeting strategies
- Use CRM tools to track activities and forecast outcomes
- Respond promptly to inbound leads
- Research target markets and customer profiles
- Adhere to sales development workflows and best practices
- Participate in regular performance reviews and coaching sessions
- Stay informed about product updates and market changes
- Support the development of outreach messaging and templates
- Meet or exceed monthly activity and conversion targets
- Contribute to team knowledge by sharing successful tactics
- Escalate complex inquiries to senior team members
- Ensure compliance with data privacy and communication policies
- Attend training sessions to improve sales techniques
- Work cross-functionally with marketing to align on campaign goals
Nice to Have
- Prior experience in financial technology or SaaS sales
- Familiarity with outbound prospecting tools like Outreach or Salesloft
- Experience working in a startup or high-growth company
- Background in customer-facing roles within regulated industries
- Knowledge of compliance and data security standards in financial services
Benefits
- Health, dental, and vision insurance coverage
- Employer-paid life and disability insurance
- Flexible spending and commuter benefits
- 401(k) retirement plan with company matching
- Paid time off and company holidays
- Parental leave policy
- Wellness programs and mental health support
- Professional development stipend
- Employee resource groups
- Remote work support allowance
Compensation
Competitive base salary plus performance incentives
Work Arrangement
Hybrid
Team
Part of the sales team focused on accelerating growth through new business development
Why Join Us
Be part of a growing team that values innovation, accountability, and measurable impact. This role offers a clear path for advancement based on performance and contribution to team goals.
Growth Opportunities
Top performers have the opportunity to move into advanced sales or leadership roles within the organization.
Not specified
