B2B SaaS Sales to Financial Firms
Skills
Business AcquisitionBusiness Relationship ManagementBuy-SideCustomer SatisfactionEntrepreneurshipFintechLead Qualification
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- A hunter mentality with a proven track record of new business acquisition
- 4-8 years of experience in a similar role within SaaS or financial technology solutions, specifically catering to buy-side clients
- Strong relationship management and communication skills
- Proficiency in English and familiarity with CRM systems like Salesforce
- Experience in selling SaaS to financial markets clients
- A passion for financial technology and a desire to understand customer needs deeply
- Strong influencing skills and the ability to become a trusted advisor to decision-makers
- Entrepreneurial spirit, excellent organizational and communication skills, and a results-oriented mindset
Day to day
- Achieve annual sales and revenue targets through strategic relationship building
- Lead qualification and proactive outreach to target accounts
- Maintain a robust pipeline and manage detailed records of client interactions within our CRM system
- Deepen knowledge of clients and prospects to foster long-term, supportive relationships
Hiring process
- General discussion
- Technical discussion to test your product knowledge and client base