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crm hubspot fintech saas lead generation📋 Description
- Proactively identify and engage prospective financial institutions via multi-channel outreach.
- Conduct discovery conversations to understand prospect needs and digital banking priorities.
- Communicate value of our digital banking platform and align with client goals.
- Engage and qualify inbound leads from campaigns, webinars, events, and inquiries.
- Maintain accurate CRM records (HubSpot) of activities and opportunities.
- Collaborate with Sales Executives to schedule demos and progress opportunities.
🎯 Requirements
- 2+ years of experience in BD Manager or Account Executive roles preferred.
- Experience in fintech, SaaS, or B2B tech strongly preferred.
- Experience engaging with financial institutions is a strong plus.
- Strong communication, discovery, and stakeholder engagement skills.
- Comfortable working in a fast-paced, target-driven environment.
- Self-starter mindset with ownership, persistence, and follow-through.
🎁 Benefits
- Compensation commensurate with experience.
- 401(k) retirement savings plan.
- Life insurance, short- and long-term disabilities.
- Medical and dental insurance.
- Paid vacation and sick leave.
- Paid home internet.
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