TL;DR

Inside Sales Rep (Fintech): Conducting outbound sales calls to potential customers and following up on leads provided by marketing campaigns with an accent on researching and identifying potential accounts, soliciting new account, building rapport, via outreach/outbound campaigns. Focus on improving demand generation processes and best practices.

Location: Remote (US)

Company

DFIN delivers innovative software and service solutions for essential financial reporting and capital markets transactions.

What you will do

  • Conduct outbound sales calls to potential customers and follow up on leads provided by marketing campaigns.
  • Initiate and manage sales conversations with prospects and potential customers via phone, email, and other communication channels.
  • Identify customer needs and preferences through effective questioning and active listening.
  • Continuously log activities, update records, and enter sales intelligence into CRM, Outreach, Gong.
  • Collaborate with the ADAE team and marketing teams to continuously improve demand generation processes and best practices.

Requirements

  • Comfortable making cold calls and talking to new people all day; ability to make 50 to 80 calls per day, with additional touchpoints by email
  • Knowledge of common office software. Experience with a CRM (Customer Relationship Management) system is necessary for day-to-day operations.
  • Excellent verbal and written communication skills; the ability to call, connect and interact with potential customers
  • Self-motivated and driven to succeed in a competitive sales environment.
  • Strong organizational skills and time management with ability to multitask, prioritize etc.
  • 2+ years of SEC and regulatory expertise/experience preferable.

Culture & Benefits

  • Values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.
  • Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth.
  • Committed to employees’ total well-being.