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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in identifying and developing sales opportunities within the financial services sector, utilizing strong communication and organizational skills to maintain CRM databases and track KPIs effectively.
Highest-signal resume keywords
Sales ExperienceB2B EnvironmentFinancial Services FamiliarityCRM Database ManagementKPI Tracking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales DevelopmentLead QualificationTargeted ResearchSaaS Solutions Familiarity
Soft Skills
Excellent Communication SkillsInterpersonal SkillsStrong Organisational SkillsProactive MindsetPositive Attitude
Industry Keywords
Financial ServicesTax AdvisoryAuditingAccountingBanking
About the role
Key responsibilities & impact- You identify and develop new sales opportunities through outbound calls, emails, and social media.
- You qualify potential customers and schedule meetings for our sales team – focusing on companies in the financial services sector.
- You conduct targeted research on potential clients, especially in the areas of tax advisory, auditing, accounting, and banking.
- You carefully maintain our CRM database with all relevant lead and prospect information.
- You track your own KPIs and actively contribute to achieving team goals.
Requirements
What you’ll need- 1–3 years of experience in sales or customer support, ideally in a B2B environment
- Interest in financial services and familiarity with SaaS solutions
- Excellent communication and interpersonal skills
- Fluency in English; additional languages are a plus
- Strong organisational skills with great attention to detail
- A proactive mindset – able to work independently as well as collaboratively within a team
- A positive attitude and a strong drive to meet and exceed sales targets
Benefits
Comp & perks- A strong, experienced sales team you can learn from – with ongoing support, honest feedback, and a real team spirit.
- Access to the latest sales technologies and tools – we work data-driven and efficiently.
- Clear targets that we consistently hit – in an environment that recognizes and rewards performance.
- An international, remote-friendly work environment with colleagues from around the globe.
- Fair and transparent compensation – including a competitive base salary and an above-average commission/bonus structure.
