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ASAAS

Pre-Sales Analyst

ASAAS

As SDR at a Fintech, engage with leads to convert them into clients, ensuring a robust operational process. Work remotely with a focus on sales methodologies and client relationships.

Posted 7/30/2026full-timeRemote • 🇧🇷 BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in lead qualification and engagement processes, utilizing CRM systems and sales methodologies to optimize outreach strategies. Maintains up-to-date knowledge of the financial sector and company products to ensure effective communication with leads.

Highest-signal resume keywords
Sales Development Representative ExperienceCRM System ProficiencyOutbound Prospecting ExperienceFamiliarity With SPIN SellingKnowledge Of Fintech Industry

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Lead QualificationSales MethodologiesProspecting TechniquesPerformance KPI MonitoringData Documentation
Soft Skills
Excellent CommunicationAdaptabilityAssertivenessCollaboration
Tools & Technologies
CRM Software
Industry Keywords
FintechSales PipelineLead EngagementAcquisition Strategies

About the role

Key responsibilities & impact
  • Conduct initial screening of inbound leads, assessing each contact's potential to ensure only the most qualified move forward in the sales pipeline
  • Reach out to leads quickly and assertively, providing excellent initial engagement and increasing the likelihood of conversion
  • Document all interactions in the CRM, ensuring the team has complete and up-to-date information on each lead
  • Work closely with the sales team to ensure qualified leads are ready for the closing process
  • Monitor performance KPIs and recommend continuous improvements to lead qualification and engagement processes
  • Collect feedback from leads and share insights with marketing and sales teams to optimize acquisition and outreach strategies
  • Stay up to date on developments in the financial sector and company product updates, ensuring effective and accurate communication with leads

Requirements

What you’ll need
  • Previous experience as an SDR (Sales Development Representative)
  • Ability to learn and adapt quickly to new tools and technologies
  • Familiarity with sales methodologies such as SPIN Selling, GPCT and BANT
  • Experience using CRM systems
  • Experience with outbound prospecting
  • Experience in fintechs or similar companies
  • Additional training in prospecting techniques

Benefits

Comp & perks
  • Medical and dental insurance with no co-payment
  • Life insurance
  • Allowance for medication purchases and fitness activities
  • Home office allowance
  • Furniture allowance
  • Work equipment provided
  • Parental support program and extended maternity and paternity leave
  • Flexible meal allowance
  • In-company training program
  • Four free monthly sessions with a therapist or nutritionist
  • Birthday day off
  • Happy hour allowance
  • Referral bonus for new hires
  • Performance-based annual bonus
  • Stock options plan