Engage directly with decision-makers and influencers, such as CFO’s, Controllers, Directors of Finance, and other finance-related roles within the target market.
Generate interest through phone conversations, building out our marketable database by opting in interested parties, and pre-qualifying and creating opportunities for our Sales by scheduling introductory calls with the Sales Team.
Meet and exceed daily quotas for outbound calls, opt-ins and opportunities created.
Support multiple sales channels with unique messaging and routing requirements.
Develop and manage cooperative relationships with Marketing and Sales
2+ years of phone SaaS or financial institution experience is required to perform.
Bachelor’s degree in business
A strong interest in building a career in sales.
Highly process-oriented with excellent organizational skills.
Demonstrated warm and cold calling sales ability.
Proficient in mining, sourcing, and acquiring necessary contacts.
Proficient in Salesforce.com and dialer technology.
Typically requires a minimum of 3 years of experience.