B2B SaaS Sales to Financial Firms

Skills
Buy-SideFintechProduct KnowledgeSaas SalesFintechProduct KnowledgeSaas Sales
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Hunter mentality with a track record in new business acquisition.
  • 3-6 years of experience in SaaS or financial technology solutions catering to buy-side clients.
  • Strong relationship management and communication skills with proficiency in CRM systems.

Nice to have

  • Buy-Side
  • Fintech
  • Product Knowledge
  • Saas Sales

Day to day

  • Achieve annual sales and revenue targets by building strategic relationships.
  • Lead qualification and proactive outreach to target accounts.
  • Deepen knowledge of clients and prospects to foster long-term supportive relationships.
  • Maintain a robust pipeline and manage client interactions within our CRM system.

Hiring process

  • Stage 1: General discussion
  • Stage 2: Technical discussion