Small Business Finance Expert

2 days ago

Mabalacat, Central Luzon, Philippines beBeeFinance Full time ₱6,000,000 - ₱8,000,000
Business Finance Specialist

We are seeking a Business Finance Specialist to join our team. As a key member of our sales team, you will be responsible for identifying and qualifying high-potential SME leads across inbound and outbound channels.

Your primary goal will be to engage prospective customers via calls, emails, and digital platforms to understand their finance needs. You will conduct initial discovery conversations to assess eligibility and fit for funding products.

You will maintain accurate records of customer interactions in our CRM system and work closely with other specialists to hand off qualified leads. Your contributions will help improve outreach strategies and conversion processes.

To succeed in this role, you will need strong communication and interpersonal skills, as well as the ability to manage multiple priorities and meet lead qualification targets.

About the Role
  • Identify and qualify high-potential SME leads across inbound and outbound channels
  • Engage prospective customers via calls, emails, and digital platforms to understand their finance needs
  • Maintain accurate records of customer interactions in Salesforce
  • Work closely with Business Finance Specialists to hand off qualified leads
  • Contribute to improving outreach strategies and conversion processes
Requirements
  • 1–3 years of experience in lead generation, inside sales, or B2B sales support
  • Exposure to financial services, fintech, or SME lending is a strong plus
  • Strong communication and interpersonal skills
  • Ability to manage multiple priorities and meet lead qualification targets
  • A proactive and self-starting attitude, with a focus on delivering value
  • Experience with CRM systems like Salesforce is desirable
  • Passion for helping small businesses grow

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