
51 - 200 employees
💳 Fintech
💸 Finance
👥 B2C
Fintech • Finance • B2C
TrueML is a leading company in the fintech sector, known for its innovative solutions that prioritize customer experience in the financial services industry. The company, along with its family of companies like TrueAccord, focuses on developing intelligent, digital-first communication platforms and products that revolutionize the consumer experience in financial health management. TrueML leverages the expertise of a dynamic team of data scientists, financial services experts, and customer experience specialists to create technology that addresses roadblocks to consumers' financial well-being, ensuring inclusivity and accessibility in financial systems. Founded in 2013 by Ohad Samet, TrueML continues to disrupt traditional financial services by making them more consumer-friendly and effective.
🔥 25 minutes ago
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51 - 200 employees
💳 Fintech
💸 Finance
👥 B2C
Fintech • Finance • B2C
TrueML is a leading company in the fintech sector, known for its innovative solutions that prioritize customer experience in the financial services industry. The company, along with its family of companies like TrueAccord, focuses on developing intelligent, digital-first communication platforms and products that revolutionize the consumer experience in financial health management. TrueML leverages the expertise of a dynamic team of data scientists, financial services experts, and customer experience specialists to create technology that addresses roadblocks to consumers' financial well-being, ensuring inclusivity and accessibility in financial systems. Founded in 2013 by Ohad Samet, TrueML continues to disrupt traditional financial services by making them more consumer-friendly and effective.
• Partner closely with the Enterprise Sales Executive across all phases of the sales cycle—from discovery to close—to help accelerate deals and boost close rates. • Prepare tailored agendas, create materials for prospect calls, attend high-stakes meetings, and take charge of all follow-up actions to keep opportunities moving forward. • Dive deep into market and account research to identify potential customers and gather key insights that personalize our outreach. • Customize pitch decks, case studies, and ROI calculators for specific verticals or clients to maximize our impact and conversion rates. • Monitor active opportunities, maintain accurate CRM entries for clean forecasting, and provide timely alerts on critical actions needed to close deals. • Coordinate smoothly with Marketing, Product, Legal, and Solutions teams to quickly deliver proposals, pricing, security reviews, and contracts. • Gather and maintain up-to-date intel on competitor offerings to help the team tailor messaging and confidently overcome objections. • Continuously look for opportunities to automate repeatable tasks and improve internal processes to reduce sales cycle friction
• 1–2 years of experience in sales, business development, or a client-facing role (ideally within SaaS or B2B). • You possess a proactive attitude and a genuine desire to learn and grow your career within enterprise tech sales. • You have strong organizational skills and thrive when managing multiple priorities at once. • You possess excellent written and verbal communication skills, allowing you to connect professionally with internal teams and external clients. • You are comfortable using CRM tools (like Salesforce or HubSpot), Microsoft Office, and standard sales engagement platforms. • You bring an interest in financial technology or collections, which will give you a head start in understanding our space.
• Flexible vacation • Medical/dental/vision insurance • Traditional/Roth retirement savings options • Company-paid disability and life insurance • Flexible Spending Account & Limited FSA • Family-friendly parental leave, volunteer and voting time off • On-demand wellness platform access for you and 5 friends and family • PerkSpot discount program for 900+ merchants nationwide
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