Sales Specialist
SavvyMoney
full-time
Posted on:
Location Type: Hybrid
Location: Dublin • California • United States
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Salary
💰 $80,000 - $90,000 per year
About the role
- Assist Sales Executives by preparing sales materials and data for meetings and presentations (Proficiency in PowerPoint required).
- Generate leads (15% of time) through proactive prospecting via LinkedIn, cold calling, and working with reseller partners.
- Collaborate with Sales Executives to coordinate efforts on key accounts and share best practices.
- Follow up on inbound leads to ensure they are qualified before progressing them through the pipeline.
- Serve as a key point of contact for prospect follow-ups and coordination.
- Own and manage a personal sales pipeline, from prospecting to close, ensuring alignment with individual and team quotas.
- Conduct engaging and personalized product demos to prospective clients, effectively identifying needs and positioning SavvyMoney’s solutions.
- Develop and execute follow-up strategies to nurture leads and move them through the sales funnel.
- Attend partner and industry trade shows to support the sales team and drive new business opportunities.
- Consistently meet or exceed individual sales quotas, contributing to overall team targets.
- Maintain accurate records in Salesforce, tracking all interactions, leads, and opportunities.
- Use Salesforce data to analyze personal sales performance, identify areas for improvement, and optimize sales strategies.
- Regularly report on pipeline health and progress toward individual and team goals.
- Conduct industry research to understand market trends, prospect needs, and competitive positioning.
- Identify and recommend high-value prospects to Sales Executives and the Sales Director.
Requirements
- 1–2 years of experience in sales, sales support, or business development, preferably in fintech, SaaS, or financial services.
- Strong track record of meeting and exceeding sales quotas.
- Experience in selling account opening solutions and related digital banking products.
- Working knowledge of core banking systems and how they integrate with front-end digital experiences.
- Exceptional communication, presentation, and negotiation skills.
- Proficiency with Salesforce or similar CRM tools.
- Demonstrated ability to work independently and collaboratively in a fast-paced environment.
Benefits
- Quarterly Bonus potential
- Equity compensation package
- Flexible Time Off Policy (Take time as you need it)
- 401(k) with Employer contribution
- Medical, Dental, Vision – 100% premium paid for employee
- Opportunity for career growth and challenge
- Beautiful California East Bay offices in Dublin, CA
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales supportlead generationprospectingsales pipeline managementproduct demonstrationssales performance analysissales strategy optimizationaccount opening solutionsdigital banking productscore banking systems
Soft Skills
communication skillspresentation skillsnegotiation skillscollaborationindependenceadaptabilitytime managementproblem-solvinginterpersonal skillscustomer service