
Financial Growth Specialist
3 days ago
This role is focused on fostering business growth by identifying and capitalizing on new opportunities.
About the PositionAs a sales development representative, you will be responsible for building relationships with clients, understanding their financial and technical needs, and providing tailored solutions to address these pain points.
You will engage in consultative conversations to uncover client challenges and position value-driven solutions that meet their unique requirements.
Key Responsibilities- Engage in regular outreach efforts to establish rapport with potential clients and introduce them to our range of financial and technical services.
- Conduct in-depth assessments of client businesses to understand their financial situations, goals, and pain points.
- Develop and present personalized solutions that address client needs, leveraging your knowledge of financial products and technical expertise.
- Clearly communicate complex financial concepts in a straightforward, client-friendly manner, ensuring that all stakeholders are well-informed and engaged.
- Maintain accurate records of client interactions and sales progress in our CRM system.
- Collaborate with internal teams to ensure seamless delivery of services and meet client expectations.
- Proven sales experience, preferably within the financial or SaaS sectors, with a strong track record of meeting or exceeding targets.
- Exceptional consultative and relationship-building skills, enabling you to identify client needs and develop targeted solutions.
- Superior communication and negotiation skills, both verbal and written, allowing you to effectively articulate complex financial concepts and negotiate mutually beneficial agreements.
- Strong foundational knowledge of financial principles, including revenue, cash flow, and market trends.
- Broad familiarity with technical solutions, such as payment gateways, POS systems, or website building platforms.
- Proficiency in Salesforce is a plus but not essential.
- Self-motivated, proactive, and results-driven individual with a solid business acumen and a passion for delivering exceptional customer experiences.
- Experience selling financial services or SaaS/technology solutions.
- Background in customer support and sales, complemented by sales expertise.
- Proven sales skills, including innovative thinking and team collaboration.
- Recognition or awards for high performance in previous roles.
- Demonstrated commitment to continuous learning and professional growth.
- Competitive compensation packages with performance-based incentives.
- Ongoing training and development opportunities to expand financial and technical expertise.
- A collaborative and dynamic work environment with opportunities for growth and advancement.
- The chance to make a tangible impact by helping businesses access vital financial and technical resources.
We are a small yet driven team dedicated to supporting local professionals in their endeavors. With over 400,000 providers across various industries, we focus on discovering what makes each provider exceptional and how we can facilitate meaningful connections between clients and experts.
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