Related skills
forecasting financial services prospecting saas b2b📋 Description
- Drive net-new business growth within a defined Financial Services territory.
- Prospect, qualify, and close new logo opportunities across high-velocity sales cycles.
- Manage a high-volume pipeline with strong deal control and forecast accuracy.
- Conduct tailored product demonstrations and manage trial processes.
- Partner cross-functionally to ensure smooth deal progression and strong client onboarding.
- Share market feedback and competitive insights to support product and go-to-market strategy.
🎯 Requirements
- 2 years+ of B2B SaaS closing experience, with quota overachievement.
- Proven success in new business acquisition and net-new logo wins.
- Comfortable managing a high-volume pipeline with strong forecasting accuracy.
- Experience selling into Financial Services (buy side or sell side) is advantageous.
- Confident prospecting and cold calling to generate and progress opportunities.
- Skilled in running value-based discovery and product demonstrations.
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