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crm prospecting negotiation excel b2b📋 Description
- Hunt and prospect for decision makers in assigned financial verticals
- Manage multiple daily tasks in the sales pipeline; prospect, follow-up, onboarding
- Lead meetings with lenders to pursue partnerships
- Become the expert in assigned vertical; deep knowledge of financial products
- Track sales efforts with CRM and report progress
- Present to internal and external leadership
🎯 Requirements
- Bachelor's Degree in business, marketing, or related field
- Experience as Sales Account Executive with B2B sales (financial/marketing)
- Comfortable with Base salary + commission compensation structure
- Proficient with PowerPoint, Word, and Excel; can create presentations
- Strong time management, self-sufficient, adaptable; travel for conferences
- Excellent written and verbal communication and relationship-building skills
🎁 Benefits
- Hybrid work schedule with 3 in-office days per week
- Generous benefits, wellness programs, and time-off policies
- Inclusive culture with collaboration and growth opportunities
- Equal opportunity employer with volunteering/community programs
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