Related skills
crm fintech saas pipeline management outbound prospectingπ Description
- Conduct video discovery with prospective members to qualify and join.
- Provide value and guidance based on each prospect's business and financial needs.
- Own and manage a pipeline of self-generated and pre-qualified leads via calls, SMS, and email.
- Partner with Marketing and Enablement on outbound targeting and cold outreach.
- Work with Marketing and Member Services on cross-functional projects to deliver an exceptional member experience.
- Develop and execute new ideas for outbound prospecting, pipeline management and networking.
π― Requirements
- 2-3+ years in FinTech or related SaaS, client acquisition, and business development.
- Consistent track record of overachieving sales quotas and targets.
- High EQ, mission-driven, proactive self-starter, independent learner.
- Empathic understanding of challenges of being a small business owner.
- Excellent verbal and written communication via phone, SMS, email, and video.
- Exceptional organizational skills, data-centric approach, and attention to detail.
π Benefits
- Remote-Friendly environment: Work from home while staying connected.
- Health & Wellness: $200 quarterly reimbursement to support your well-being.
- Time Off: Flexible PTO plus 14 company holidays.
- Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents.
- Parental Leave: 16 weeks fully paid.
- Retirement & Ownership: 401k plan plus an equity package.
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