Sales Development Representative

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October 22

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Jeeves

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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.

51 - 200 employees

💸 Finance

💳 Fintech

📋 Description

• Prospecting and Lead Generation: Identify and research potential clients, focusing on those who could benefit from the company's products or services. Use various tools and platforms to generate a steady pipeline of high-quality leads. • Outbound Sales Efforts: Conduct outbound calls, emails, and social media outreach to connect with potential clients. Use personalized messaging to engage prospects and set up introductory meetings. • Qualification of Leads: Assess the needs and challenges of prospective clients to determine if they align with the company's solutions. Qualify leads based on specific criteria such as budget, authority, need, and timeline (BANT). • CRM Management: Maintain accurate and up-to-date information on all leads and prospects within the company's CRM system. Track interactions, follow-ups, and the progression of leads through the sales funnel. • Collaboration with Sales Teams: Work closely with Account Executives and other sales team members to ensure a smooth handoff of qualified leads. Provide detailed insights and context about each lead to facilitate successful conversions. • Market and Industry Research: Stay informed about trends, challenges, and opportunities in the fintech industry. Use this knowledge to tailor outreach strategies and provide relevant information to potential clients. • Performance Tracking and Reporting: Regularly track and report on key performance metrics, such as the number of leads generated, outreach efforts, and conversion rates. Use this data to refine strategies and improve results. • Participation in Sales and Marketing Campaigns: Assist in the planning and execution of targeted sales and marketing campaigns. Provide feedback on messaging and content effectiveness based on interactions with prospects. • Continuous Learning and Development: Stay up-to-date with the company’s products, services, and value propositions. Participate in ongoing training and development to improve sales skills and industry knowledge. • Customer Feedback Loop: Gather feedback from prospects and clients about the company's offerings and share insights with the product and marketing teams to help refine and improve products and services.

🎯 Requirements

• 3+ years of experience in a sales or customer-facing role, preferably in the fintech, finance, or technology industry. • Fluent in English and Spanish, with experience working across EMEA and preferably Latin America in B2B sales. • Experience in Lead Generation: Proven experience in prospecting, lead generation, and lead qualification. Familiarity with sales methodologies like BANT (Budget, Authority, Need, Timeline) or similar frameworks is a plus. • Familiarity with Prospecting Tools: Experience using various prospecting tools and platforms, such as LinkedIn Sales Navigator, ZoomInfo, or similar tools to identify and engage with potential clients. • CRM Proficiency: Experience with Customer Relationship Management (CRM) software, such as Salesforce, HubSpot, or similar platforms.

🏖️ Benefits

• Professional development • Continuous Learning