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crm forecasting prospecting demos upsell📋 Description
- Lead generation and pipeline building: outbound prospecting.
- Maintain CRM records and ensure pipeline hygiene.
- Growth and expansion: identify opportunities within accounts.
- Support forecasts, demos, and customized proposals.
- Client engagement: attend events and meet prospects.
- Revenue contribution: carry a small quota and upsell.
🎯 Requirements
- Bachelor’s degree in Business, Finance, Marketing, or related field.
- 1–2 years in sales, customer success, or business development.
- Excellent communication, interpersonal, and presentation skills.
- Strong organizational and time-management abilities.
- Curiosity and passion for fintech; eager to learn financial products.
- Aspiring to close sales roles within 12–18 months.
🎁 Benefits
- Equity, healthcare, and paid time off.
- Professional growth opportunities and clear career path.
- Inclusive, diverse culture.
- On-site NYC office for collaboration.
- Exposure to startups and fintech communities.
- Networking events and industry exposure.
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