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crm fintech salesforce saas ai📋 Description
- Manage inbound retirement opportunities and targeted outbound outreach to high-propensity SMBs
- Lead end-to-end retirement sales cycles from discovery to close
- Use AI-powered tools to prioritize opportunities and personalize follow-ups
- Educate customers on plan options, compliance basics, and benefits
- Partner with Legal, Compliance, and Retirement Operations to design compliant switcher strategies
- Maintain an organized Salesforce pipeline and support forecast accuracy
🎯 Requirements
- 2-4 years of quota-carrying sales experience in AE/AM roles
- Prior outbound prospecting experience (calls and emails)
- Experience in SaaS, fintech, or financial services preferred
- Interest in 401(k), retirement, or benefits sales
- Familiarity with Salesforce CRM and sales engagement tools
- Strong communication, organization, and time-management skills
🎁 Benefits
- Competitive base pay plus benefits and equity (RSUs)
- Total Rewards philosophy with pay determined by role, level, and location
- AI-enabled tools to help your work
- Hybrid work with in-office days (2-3 per week) for some roles
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