Finance SaaS Onboarding Sales Rep

I’m expanding our onboarding team for a finance-focused SaaS platform and need a phone-savvy sales representative who can turn warm prospects into newly activated clients. Your sole mission is to follow up on qualified, inbound leads that have already shown interest and move them through the final steps of our onboarding pipeline.

What the day-to-day looks like
• Call and email inbound finance-sector leads to answer questions, clarify pain points, and schedule onboarding sessions.
• Track every touchpoint in our CRM so the customer journey is fully documented.
• Liaise with our success managers when a prospect is ready for a live product walkthrough.

Success markers
• Consistently high contact and conversion rates on assigned leads.
• Accurate, same-day CRM updates after each interaction.
• Clear hand-offs to success managers with all discovery notes attached.

What I’m looking for
• Prior phone sales or account-management experience with SaaS, fintech, or similar subscription models.
• Confident spoken English; additional languages are a plus.
• Familiarity with tools like HubSpot, Salesforce, or similar CRMs.
• Remote availability within North American business hours.

When you apply, please highlight your trabajo anterior that shows measurable results in lead follow-up or onboarding conversions. Attach links or metrics whenever possible so I can quickly gauge fit.

This is a contract role with flexible hours and the potential to extend if we hit our growth targets together. I look forward to seeing how your past wins can translate into onboarding success for our finance clients.