Related skills
crm fintech salesforce onboarding foreign exchange📋 Description
- Assist in identifying new business opportunities within assigned industries or territories
- Support senior BDMs in tailoring FX and global payment solutions
- Contribute to executing sales strategies to meet revenue targets
- Prepare pitches, proposals, pricing analyses, and product overviews for meetings
- Participate in initial client conversations to understand workflows and FX risk
- Coordinate onboarding and compliance for seamless new-client setup
🎯 Requirements
- Bachelor’s degree in business, finance, economics, or related field
- 1–3 years in sales, financial services, fintech, or client-facing roles
- Strong interest in FX, global payments, fintech
- Excellent communication, presentation, and relationship skills
- Proactive, organized, and able to manage multiple priorities
- Experience with Salesforce is a plus
🎁 Benefits
- Health insurance (medical, dental, vision)
- Retirement savings plan
- Paid time off and holidays
- Wellness programs and mental health resources
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