Digital Onboarding, Inc.
51 - 200 employees
Founded 2015
đł Fintech
đ¤ B2B
đŚ Banking
Fintech ⢠B2B ⢠Banking
Digital Onboarding, Inc. is a digital engagement platform designed specifically for banks and credit unions. The company helps financial institutions enhance customer relationships by facilitating the adoption of digital banking services, increasing direct deposits, and promoting efficient customer onboarding. Their solutions incorporate data analytics, personalized communication, and automated support tools to streamline processes and improve profitability for their clients.
Pre-sales Commercial Analyst, Part-time
Job not on LinkedIn
đ March 31
đŁď¸đ§đˇđľđš Portuguese Required
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Digital Onboarding, Inc.
51 - 200 employees
Founded 2015
đł Fintech
đ¤ B2B
đŚ Banking
Fintech ⢠B2B ⢠Banking
Digital Onboarding, Inc. is a digital engagement platform designed specifically for banks and credit unions. The company helps financial institutions enhance customer relationships by facilitating the adoption of digital banking services, increasing direct deposits, and promoting efficient customer onboarding. Their solutions incorporate data analytics, personalized communication, and automated support tools to streamline processes and improve profitability for their clients.
đ Description
⢠Collaborate with the Growth team to identify companies and new markets ⢠Make calls and identify business opportunities ⢠Perform strategic outreach and lead initial conversations ⢠Understand the needs and challenges of prospective clients and present our solution concisely ⢠Work in collaboration with the sales team ⢠Record and update contact details and interaction notes in the sales system (CRM) ⢠Track performance metrics
đŻ Requirements
⢠Comfortable speaking with people on the phone ⢠Well organized with strong time-management skills ⢠Basic knowledge of systems (Excel, CRM) and productivity tools (Trello, Kanban) ⢠Experience in sales or customer service ⢠Proactive and independent ⢠Strong verbal and written communication skills ⢠Results-oriented with the ability to work toward targets ⢠Ability to perform strategic outreach and make phone contacts ⢠Prior experience in sales or as an SDR (Sales Development Representative) ⢠Experience working with technology or HR companies ⢠Knowledge of B2B sales or SaaS/B2B business models ⢠Familiarity with digital marketing and sales funnels ⢠Knowledge of sales methodologies and techniques (SPIN Selling, mental triggers, NLP, rapport-building, and negotiation techniques)
đď¸ Benefits
⢠100% remote work ⢠Autonomy and freedom ⢠Opportunity to support an early-stage startup
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