Sales Development Representative

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🕒 April 15

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Jeeves

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

Finance • Fintech

Jeeves is a financial platform offering streamlined solutions for global finance management. It allows companies to issue cards, send payments, and manage expenses through an all-in-one platform available in over 25 countries globally. By integrating various financial services, Jeeves increases efficiency and saves costs for businesses traditionally burdened by disjointed financial systems. With offerings such as international fund transfers, competitive FX rates, expense management, and direct accounting integrations, Jeeves enhances operational capabilities across multiple currencies and regions. Although not a bank, it partners with licensed banks and financial institutions to provide these services.

📋 Description

• Identify and research potential clients, focusing on those who could benefit from the company's products or services. • Conduct outbound calls, emails, and social media outreach to connect with potential clients. • Assess the needs and challenges of prospective clients to determine if they align with the company's solutions. • Maintain accurate and up-to-date information on all leads and prospects within the company's CRM system. • Work closely with Account Executives and other sales team members to ensure a smooth handoff of qualified leads. • Stay informed about trends, challenges, and opportunities in the fintech industry. • Regularly track and report on key performance metrics, such as the number of leads generated, outreach efforts, and conversion rates.

🎯 Requirements

• 3+ years of experience in a sales or customer-facing role in financial services, payments, crypto, blockchain/digital asset technologies • Fluent in English and Spanish, with experience working across North America and Latin America in B2B sales. • Proven experience in prospecting, lead generation, and lead qualification. • Experience using various prospecting tools and platforms, such as LinkedIn Sales Navigator, ZoomInfo, or similar tools to identify and engage with potential clients. • Experience with Customer Relationship Management (CRM) software, such as Salesforce, HubSpot, or similar platforms.

🏖️ Benefits

• Professional development opportunities